Connect Piano Analytics and
Planful with AI

Automate the flow of digital performance data into financial planning. Stop exporting audience metrics, revenue by content, and subscription data from Piano Analytics into spreadsheets to manually map into Planful budgets and forecasts.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Sync daily digital revenue actuals from Piano Analytics into Planful budget line items

Automatically update Planful actuals with subscription revenue, ad revenue, and conversion metrics from Piano Analytics. Redbird maps content categories and audience segments to the right revenue line items in your forecast model. Finance sees variance against digital revenue targets without waiting for manual updates.

Build monthly board reports combining Piano Analytics traffic data with Planful financial results

Generate executive dashboards that combine audience growth, engagement metrics, and conversion rates from Piano Analytics with P&L performance from Planful. Redbird automatically formats the data into presentation-ready tables showing how digital KPIs correlate with revenue outcomes. Finance and product teams work from the same numbers.

Alert finance when Piano Analytics subscription metrics deviate from Planful forecast assumptions

Monitor conversion rates, churn, and subscriber growth in Piano Analytics against the assumptions built into Planful revenue forecasts. When actuals diverge beyond set thresholds, Redbird alerts the FP&A team with context about which content verticals or audience segments are driving the variance. Reforecasting starts immediately instead of at month-end.

Enrich Piano Analytics segments with revenue and profitability data from Planful models

Push customer lifetime value, margin targets, and acquisition cost budgets from Planful back into Piano Analytics as custom dimensions. Product and editorial teams can then analyze which content and user journeys drive the most profitable audience segments. Attribution analysis connects directly to financial outcomes.

Automate scenario modeling by syncing Piano Analytics trend data into Planful what-if versions

When Piano Analytics detects shifts in traffic patterns, paywall conversion, or engagement trends, Redbird automatically creates scenario versions in Planful using the new trajectory. Finance can model upside and downside cases based on real behavioral data rather than manual assumptions. Strategic planning cycles compress from weeks to days.

Archive monthly Piano Analytics performance snapshots into Planful for audit trails and variance reporting

Capture end-of-period snapshots of audience metrics, content performance, and funnel conversion data from Piano Analytics and store them alongside financial close data in Planful. Redbird maintains version history so finance can trace revenue variance back to specific behavioral changes. Audit documentation happens automatically.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Piano Analytics and Planful with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands both Piano Analytics behavioral data schemas and Planful financial planning structures, so you can connect digital performance to financial outcomes without custom integration work.

AI that speaks both analytics and finance

Redbird maps Piano Analytics events, custom properties, and audience segments to Planful dimensions, entities, and account hierarchies automatically. The platform understands that pageviews and session data need aggregation into revenue drivers, that subscription cohorts map to recurring revenue line items, and that content category taxonomies need to align with P&L reporting structures. When your Piano Analytics schema or Planful cube structure changes, Redbird adapts the mappings without breaking your workflows.

Event-to-financial mapping
Behavioral segment alignment
Time-series aggregation
Multi-entity consolidation
10×

faster than exporting Piano Analytics CSVs and manually mapping them into Planful input templates

No pivot tables, no VLOOKUP formulas, no reconciliation spreadsheets between systems

Auto-generated reports

Redbird can pull from Piano Analytics and Planful simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Piano Analytics or Planful.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Piano Analytics into Planful, or from Planful back into Piano Analytics. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any event in Piano Analytics or Planful and let Redbird handle the data transformation between systems.

Piano Analytics
Triggers & Actions
Trigger

Daily traffic or engagement metric threshold reached

Fires when pageviews, sessions, or engagement time crosses defined levels for content categories or audience segments.

Trigger

Subscription conversion rate changes week-over-week

Triggers when paywall or subscription funnel conversion rates deviate from baseline trends.

Trigger

New custom segment created or modified

Fires when behavioral audience segments are built or updated in Piano Analytics.

Action

Export aggregated metrics to data warehouse

Push summarized traffic, conversion, or revenue data from Piano Analytics to external storage.

Action

Create custom property dimension

Add new tracking properties or enrich existing event data with external dimensions.

Action

Update audience segment rules

Modify segmentation logic based on external data like budget targets or customer profitability.

Planful
Triggers & Actions
Trigger

Budget version locked or approved

Fires when annual budgets or forecast versions are finalized in Planful.

Trigger

Actuals loaded from ERP or data source

Triggers when monthly close data is imported and reconciled in Planful.

Trigger

Variance threshold exceeded in report

Fires when actual vs. budget or forecast variance crosses defined tolerance levels.

Action

Update actuals in specific account and dimension combination

Write financial data to Planful cube cells with proper entity, time, and account context.

Action

Create new scenario or forecast version

Generate what-if models or rolling forecast versions based on external data inputs.

Action

Append commentary or assumption notes to line items

Add context and documentation to specific accounts or planning assumptions in Planful.

Piano Analytics
+
Planful

Ready to connect your stack?

Stop manually bridging Piano Analytics and Planful. Redbird connects your digital performance data to financial planning so your teams can focus on analysis instead of data preparation.

Get started → Book a demo