Connect Planful and
PostHog with AI

Redbird AI syncs product analytics from PostHog directly into Planful's financial models. Finance teams can stop manually exporting user metrics from dashboards and copy-pasting into spreadsheets to justify forecasts or explain variance.

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.

Auto-sync cohort retention metrics into revenue forecasting models

Flow PostHog retention cohort data into Planful forecast assumptions. Finance teams get real-time customer lifetime value inputs for ARR projections without manual dashboard exports. Retention changes automatically update revenue scenarios.

Enrich budget variance reports with feature adoption and usage data

When actual revenue deviates from plan in Planful, pull corresponding PostHog feature flag adoption rates and event volumes. Finance can explain variance with concrete product usage patterns instead of speculation.

Trigger PostHog event tracking when new budget versions are published

Send custom events to PostHog whenever Planful budgets are locked or forecast versions are published. Product and growth teams track how financial planning cycles align with feature releases and campaign timing.

Alert finance when conversion funnels drop below forecast assumptions

Monitor PostHog conversion funnel performance against thresholds defined in Planful forecast models. Redbird alerts FP&A when actual conversion rates fall outside modeled ranges, triggering reforecast workflows.

Automatically append user growth metrics to board-ready financial reports

Pull PostHog MAU, WAU, and cohort data into Planful reporting templates as financial reports are finalized. Board decks include product engagement metrics alongside P&L with no manual consolidation.

Sync departmental budget allocations to PostHog as custom properties

Push finalized departmental budgets and headcount plans from Planful into PostHog as organization properties. Product teams segment usage analysis by budget tier or planned investment level for better prioritization.

Live in four steps

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

01

Connect your accounts

Authorize Planful and PostHog 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 Planful's dimensional hierarchies and forecast structures alongside PostHog's event schemas and user properties, so finance and product data speak the same language.

AI that maps financial dimensions to product analytics

Redbird's AI interprets Planful's account hierarchies, entity structures, and scenario versions while parsing PostHog's event payloads, user properties, and cohort definitions. It automatically aligns product metrics like activation rates or session frequency with the right forecast drivers, time periods, and organizational dimensions. The AI handles schema differences—matching PostHog's event timestamps to Planful's fiscal calendars and mapping user segments to revenue categories without custom field configuration.

Fiscal calendar alignment
Event-to-metric mapping
Dimensional hierarchy matching
Cohort-to-forecast sync
10×

Faster than exporting PostHog dashboards and manually updating Planful assumptions

No CSV downloads, spreadsheet pivots, or copy-paste into driver schedules

Auto-generated reports

Redbird can pull from Planful and PostHog 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 Planful or PostHog.

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 Planful into PostHog, or from PostHog back into Planful. 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 budget locks in Planful or funnel changes in PostHog—Redbird connects every event across both platforms.

Planful
Triggers & Actions
Trigger

Budget version locked

Fires when a budget or forecast version is finalized and locked for reporting.

Trigger

Variance threshold exceeded

Triggers when actual vs. plan variance crosses defined thresholds in any account.

Trigger

Financial report published

Activates when a board report or management package is generated and approved.

Action

Update forecast assumptions

Modify driver values or assumption inputs in active forecast models.

Action

Create scenario version

Generate new planning scenario with updated inputs for sensitivity analysis.

Action

Add commentary to report

Append narrative explanation or supporting detail to financial report sections.

PostHog
Triggers & Actions
Trigger

Conversion rate changes

Fires when a tracked funnel's conversion rate moves outside defined bands.

Trigger

Cohort retention shifts

Triggers when retention metrics for a user cohort deviate from historical patterns.

Trigger

Feature flag rollout completed

Activates when a feature flag reaches full deployment to target user segments.

Action

Create custom event

Send structured event to PostHog for tracking business or operational milestones.

Action

Update user properties

Set or modify user-level properties for segmentation and analysis.

Action

Tag session recordings

Apply labels to session recordings based on external business context or conditions.

Planful
+
PostHog

Ready to connect your stack?

Stop manually bridging finance and product data. Redbird AI syncs Planful and PostHog so your forecasts reflect real user behavior and your product team understands the financial impact.

Get started → Book a demo