Automate the flow of financial data between your planning platform and operational database. Stop manually exporting budget files, running SQL scripts to load forecasts, or reconciling actuals across systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When finance locks a budget version in Planful, automatically write dimensional budget data to PostgreSQL staging tables. Redbird maps account hierarchies, cost centers, and time periods to your warehouse schema, keeping operational dashboards aligned with the latest approved plan.
Pull monthly actuals from your operational PostgreSQL database and push them into Planful's actuals cube. Redbird handles account mapping, currency conversions, and entity alignment so finance teams can run variance reports without manual data prep.
When quarterly forecasts close in Planful, archive scenario data to PostgreSQL for long-term storage and analysis. Maintain a complete audit trail of forecast assumptions, driver changes, and scenario comparisons across planning cycles.
Automatically update headcount, unit volumes, and operational KPIs in Planful using live data from your PostgreSQL application database. Keep planning models current without exporting CSV files or running manual data imports.
Combine budget-vs-actuals from Planful with customer metrics, product performance, and operational data stored in PostgreSQL. Redbird joins datasets across systems and generates executive-ready reports without moving data into spreadsheets.
Monitor operational activity in PostgreSQL against budget assumptions in Planful. Trigger notifications when actuals trends suggest forecast revisions are needed, enabling proactive reforecasting instead of reactive month-end surprises.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Planful and PostgreSQL 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 Planful's dimensional model—accounts, entities, versions, and time periods—and how to map those structures to PostgreSQL's relational schema.
Redbird interprets Planful's cube structure, account hierarchies, and version control logic while understanding your PostgreSQL table schemas, foreign key relationships, and data types. It automatically handles dimension mapping between Planful's planning model and your database's normalized tables, resolving entity codes, account segments, and time period formats. When forecast versions change or new chart-of-account mappings are added, Redbird adapts the sync logic without requiring ETL rewrites.
faster than building custom ETL scripts to sync Planful and PostgreSQL
Redbird can pull from Planful and PostgreSQL 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 Planful or PostgreSQL.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Planful into PostgreSQL, or from PostgreSQL back into Planful. 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 workflows from budget approvals in Planful or data changes in PostgreSQL—Redbird responds to events in either system.
Fires when a budget or forecast version is approved and locked in Planful.
Triggers when new actual financial data is imported into a Planful entity.
Detects when finance teams create a new planning scenario or forecast version.
Write operational metrics or assumptions into Planful driver tables.
Push actual financial results into Planful's multidimensional actuals cube.
Generate a consolidated financial report or board package in Planful.
Fires when records are added to specified PostgreSQL tables, such as transactions or events.
Triggers when existing data in a PostgreSQL table is modified or updated.
Detects when query results or aggregate values cross defined limits in your database.
Write new rows to PostgreSQL tables with mapped fields from Planful data.
Modify records in PostgreSQL based on dimension keys or matching criteria.
Run SQL queries against PostgreSQL to transform or aggregate data for downstream use.
Sync Planful and PostgreSQL in minutes, not weeks. Redbird handles dimension mapping, schema changes, and data transformations so your finance team can focus on analysis instead of data wrangling.