Automate the flow between deal research and financial accounting. Stop manually tracking portfolio companies, copying valuation data into spreadsheets, and reconciling investment transactions across systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a portfolio company closes a new funding round in PitchBook, automatically create or update the corresponding investment account in QuickBooks. Redbird maps valuation data, ownership percentage, and funding date to the appropriate GL accounts and transaction records.
Monitor valuation updates for tracked companies in PitchBook and generate journal entries in QuickBooks to reflect fair value adjustments. Automatically post to investment asset accounts with proper documentation linking back to PitchBook data sources.
Cross-reference capital call payments recorded in QuickBooks against committed amounts and drawdown schedules from PitchBook fund data. Trigger notifications when discrepancies exceed thresholds, with detailed variance analysis.
Pull portfolio company performance metrics from PitchBook and combine with cash flow, dividend, and return data from QuickBooks. Automatically produce consolidated investment reports with IRR calculations, cost basis tracking, and portfolio composition analysis.
When new vendors or service providers are added to QuickBooks, automatically search PitchBook for company profiles, funding history, and financial health indicators. Append key data points to vendor records for better procurement decisions and risk assessment.
When investment transactions are marked complete in QuickBooks, automatically archive the full PitchBook research trail—company profiles, comparable analysis, and deal documentation—linked to the corresponding GL codes and transaction IDs for audit compliance.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize PitchBook and QuickBooks 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's AI understands both PitchBook's deal and company data structures and QuickBooks' chart of accounts, transaction types, and financial reporting hierarchies.
Redbird maps PitchBook's company profiles, funding rounds, valuations, and deal structures to QuickBooks investment accounts, journal entries, and class tracking. The AI understands how to translate equity ownership percentages into basis calculations, match investor entities to vendor/customer records, and route deal metrics to appropriate financial statement line items. It handles the complexity of mapping unstructured deal data to structured accounting records without manual field configuration.
faster than exporting PitchBook CSVs and manually entering investment data into QuickBooks
Redbird can pull from PitchBook and QuickBooks 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 PitchBook or QuickBooks.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from PitchBook into QuickBooks, or from QuickBooks back into PitchBook. 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 event in PitchBook or QuickBooks—new funding rounds, valuation changes, transactions posted, or accounts updated.
Fires when a portfolio or tracked company's valuation changes in PitchBook.
Triggers when a company closes a new financing round with updated investor and terms data.
Fires when a new merger, acquisition, or exit event is recorded for a tracked company.
Add a specific company to a PitchBook monitoring list or saved search.
Write data to custom fields in PitchBook company profiles for internal tracking.
Pull specific financial metrics, investor lists, or valuation data from company records.
Fires when a transaction is posted to designated investment or portfolio tracking accounts.
Triggers when a vendor invoice or accounts payable item is marked as paid.
Fires when a new account is added to the chart of accounts in QuickBooks.
Post a new journal entry with specified debits, credits, classes, and memo fields.
Adjust investment account balances or post fair value adjustments to asset accounts.
Run specified financial reports with date ranges and filter criteria, then export results.
Sync PitchBook deal intelligence with QuickBooks financial records automatically. Stop manually tracking portfolio investments across disconnected systems.