Automate the flow between your inbox and accounting system. Stop manually forwarding receipts, copying invoice details, or tracking payment confirmations—let Redbird handle the data work between Outlook and Xero automatically.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When sales emails arrive with quote approvals or PO confirmations, Redbird extracts customer details, line items, and terms to create draft invoices in Xero. Attachment data is parsed and mapped to the correct customer and product codes automatically.
Redbird monitors Outlook for receipt emails from vendors, extracts supplier name, amount, date, and category, then creates matching bills in Xero ready for approval. Team members simply forward receipts to a designated address or folder.
When invoices in Xero pass due dates, Redbird triggers personalized reminder emails from Outlook to the right contacts. Email content includes current balance, invoice number, and payment link, maintaining your brand voice and signature.
When customers reply to invoice emails confirming payment or providing transfer details, Redbird flags the corresponding Xero invoice, adds notes, and can trigger reconciliation workflows. Finance teams see email context directly in the accounting record.
Redbird pulls accounts receivable aging, cash position, and outstanding payables from Xero, then generates executive-friendly summaries sent via Outlook every Monday. No spreadsheet exports or manual report assembly required.
As bills are entered in Xero, Redbird searches Outlook for the original vendor email and attachment, then archives it with a reference link in both systems. Create an audit trail connecting every bill to its source communication automatically.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Outlook and Xero with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands both Outlook's message structure and metadata alongside Xero's accounting schema, mapping email content to invoices, bills, contacts, and transactions intelligently.
Redbird parses Outlook email bodies, subject lines, and attachments to identify financial documents, then maps the data to Xero's customer records, chart of accounts, tax rates, and tracking categories. The AI recognizes invoice formats, receipt structures, and payment confirmations across different vendors, extracting amounts, dates, and line items without templates. When creating emails from Xero data, Redbird formats financial information clearly and routes messages to the correct contacts with proper threading.
faster than forwarding receipts and manually entering bills
Redbird can pull from Outlook and Xero simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Outlook or Xero.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Outlook into Xero, or from Xero back into Outlook. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any email event in Outlook or financial change in Xero, then take action across both systems.
Trigger when emails arrive in designated Outlook folders like Receipts, Invoices, or Vendor Communications.
Start workflows when emails containing PDF, image, or document attachments are received from specific senders.
Detect emails containing specific terms like 'invoice', 'receipt', 'payment confirmation', or 'PO approved'.
Compose and send emails through Outlook using specified sender addresses, signatures, and formatting.
Organize processed emails into designated folders and apply categories for tracking and compliance.
Schedule follow-ups or payment deadline reminders in Outlook calendar based on invoice terms or due dates.
Trigger when Xero invoices pass their due date without payment, enabling automated reminder workflows.
Start actions when bills are created in Xero and need review or approval from finance team members.
Detect when bank transactions are matched to invoices or when payments are marked as received in Xero.
Generate new invoices in Xero with line items, customer details, tax rates, and payment terms from email data.
Add vendor bills to Xero with amounts, dates, account codes, and attach supporting documents from email.
Append email content, confirmations, or supporting documentation to existing Xero invoices, bills, or contacts.
Stop switching between Outlook and Xero to track invoices and expenses. Redbird connects your inbox to your accounting system so financial data flows automatically.