Automate the flow of budgets, forecasts, and actuals from Planful into Power BI dashboards. Stop exporting CSVs, reformatting dimension hierarchies, and manually refreshing reports every month-end.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When budgets are locked or forecasts finalized in Planful, push the latest versions to Power BI datasets with proper dimension mappings. Finance teams get real-time variance dashboards without waiting for IT to refresh data extracts.
Pull budget, forecast, and scenario data from Planful alongside actuals from your ERP into unified Power BI models. Create automated variance analysis dashboards that update as Planful versions change, eliminating manual reconciliation.
Capture variance explanations and business commentary written in Power BI reports and write them back to corresponding Planful line items. Keep planning context and analysis aligned across both systems without double-entry.
When new scenarios are created in Planful, automatically generate corresponding Power BI comparison views with side-by-side metrics and waterfall charts. Strategy teams can visualize multiple futures without rebuilding reports for each planning cycle.
Monitor KPIs in Power BI dashboards and trigger notifications to update corresponding forecast assumptions in Planful when metrics exceed variance thresholds. Close the loop between monitoring actuals and adjusting plans.
When budget or forecast versions are finalized in Planful, capture the data alongside a snapshot of the Power BI dashboards that were current at lock time. Create an auditable archive of what was planned and how it was presented.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Planful and Power BI 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 structure—accounts, entities, versions, scenarios—and how to map them to Power BI's data models, relationships, and DAX measures.
Redbird reads Planful's cube structures, account hierarchies, custom dimensions, and version metadata, then intelligently maps them to Power BI tables, columns, and relationships. Our AI understands when to flatten hierarchies for visualization, preserve parent-child relationships for drill-through, and handle slowly-changing dimensions across budget cycles. You don't write transformation scripts—Redbird figures out how your chart of accounts in Planful should structure dimension tables in Power BI.
faster than building custom ETL pipelines and maintaining Power BI refresh schedules
Redbird can pull from Planful and Power BI 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 Power BI.
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 Power BI, or from Power BI 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 automations from budget locks in Planful or dashboard refreshes in Power BI—Redbird connects both directions.
Fires when a budget or forecast version is finalized and locked for reporting.
Triggers when new planning scenarios are built or existing ones are updated.
Fires after multi-entity consolidation runs finish processing intercompany eliminations.
Pull budget, forecast, or actuals data for specific versions with full dimensional context.
Write back driver assumptions or input values to specific accounts and scenarios.
Add commentary and variance explanations to specific line items or cells.
Fires when a Power BI dataset finishes refreshing from its data sources.
Triggers when a paginated or Power BI report runs on schedule and is ready for distribution.
Fires when metrics in a dashboard exceed configured threshold values or variance limits.
Write or append data to existing Power BI dataset tables via XMLA endpoints.
Initiate an on-demand refresh of a Power BI dataset to pull latest data.
Generate PDF, Excel, or PowerPoint exports of specific reports with current data.
See how Redbird syncs Planful and Power BI in minutes. Stop building brittle ETL workflows and start automating financial reporting with AI that understands both systems.