Automate the flow between deal intelligence and portfolio accounting. Stop manually copying funding data, portfolio company financials, and investment metrics between systems. Redbird AI syncs PitchBook research with Xero's financial records so your investment data stays current without spreadsheet exports.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When you add a company to your PitchBook portfolio or watchlist, Redbird automatically creates the corresponding vendor or contact record in Xero with complete company details, ownership structure, and industry classification. Keeps your accounting system aligned with investment tracking without duplicate data entry.
Automatically log capital calls, distributions, and investment transactions from PitchBook deal records as properly categorized transactions in Xero. Redbird maps investment events to the correct accounts, cost centers, and tracking categories so your fund accounting stays accurate and audit-ready.
For portfolio companies using Xero, automatically push actual revenue, EBITDA, and cash position back into PitchBook custom fields. Creates a single source of truth for investment committee reporting that combines market intelligence with real operational financials.
Redbird pulls valuation data, funding rounds, and market multiples from PitchBook alongside actual financial performance from Xero to produce comprehensive portfolio dashboards. Automatically calculates ROI, multiple on invested capital, and variance between projected and actual performance without manual reconciliation.
Monitor cash flow and expense trends in Xero for portfolio companies and cross-reference against funding runway calculations in PitchBook. Redbird sends alerts when burn rates deviate from investment models, triggering early conversations about bridge rounds or operational adjustments.
When investors commit to funding rounds tracked in PitchBook, Redbird creates corresponding receivable records in Xero with proper fund allocation, tracking categories, and payment terms. Automates LP accounting and ensures committed capital is properly recorded across your financial stack.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize PitchBook 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's AI understands both PitchBook's investment data model and Xero's chart of accounts structure, so you can automate complex financial workflows without building custom mappings.
Redbird natively parses PitchBook's company profiles, funding rounds, valuation data, and investor relationships, then intelligently maps them to Xero's contacts, transactions, tracking categories, and custom fields. The AI understands investment-specific accounting concepts like capital calls, carried interest, and management fees, automatically applying the correct treatment in your chart of accounts. No need to maintain complex field mappings or write transformation logic when deal structures change.
faster portfolio accounting updates vs manual PitchBook exports and Xero data entry
Redbird can pull from PitchBook 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 PitchBook 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 PitchBook into Xero, or from Xero 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 deal event in PitchBook or financial transaction in Xero.
Fires when you add a company to tracked portfolios or custom lists in PitchBook.
Triggers when PitchBook records a new funding event or updates round details for tracked companies.
Activates when company valuations, revenue estimates, or key financial metrics change in PitchBook.
Write operational metrics, financial actuals, or custom KPIs back to PitchBook company records.
Automatically log financial milestones, accounting events, or performance updates as notes in PitchBook.
Log new investment opportunities or update deal stage and terms based on financial due diligence.
Fires when an invoice is created for portfolio companies or investment-related services in Xero.
Triggers when new bank transactions are imported or reconciled, especially for investment accounts.
Activates when Xero generates P&L, balance sheet, or cash flow reports for portfolio entities.
Add new portfolio companies or investors as contacts with complete financial and classification data.
Log capital calls, distributions, or investment transactions with proper fund and portfolio allocation.
Adjust budget allocations and forecasts based on deal pipeline and funding round projections from PitchBook.
See how Redbird AI syncs PitchBook deal intelligence with Xero portfolio accounting. Stop manually reconciling investment data across systems and get back to making decisions.