Automate financial data flows between your FP&A platform and AWS data warehouse. Stop manually exporting budget snapshots, copying actuals tables, or writing brittle ETL scripts to keep your finance analytics in sync.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push budget versions, rolling forecasts, and actuals from Planful into structured Redshift tables. Finance and data teams access a single source of truth for planning data without manual CSV exports or nightly batch jobs.
Pull consolidated actuals from your Redshift data warehouse directly into Planful dimensions and cubes. Enable finance teams to run variance reporting against live ERP data without waiting for IT or manual imports.
Automatically snapshot completed budget cycles, board-approved forecasts, and planning assumptions to Redshift tables. Maintain unlimited planning history at low storage cost while keeping Planful performant.
Inject operating metrics, customer cohort data, and product performance KPIs from your Redshift warehouse into Planful planning assumptions. Build driver-based models grounded in real operational data, not static spreadsheets.
Merge multi-entity consolidations from Planful with operational datasets in Redshift to produce unified executive reports. Deliver board-ready financials that blend FP&A planning with actual business performance metrics.
Monitor variance between live actuals in Redshift and approved forecast versions in Planful. Automatically notify FP&A managers when revenue, expenses, or key metrics exceed variance thresholds, triggering reforecasting workflows.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Planful and Redshift 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 AI understands both Planful's financial planning structures and Redshift's columnar warehouse schema, so your automations handle dimensional hierarchies, cube structures, and table partitions intelligently.
Redbird automatically maps Planful dimensions, accounts, entities, and versions to Redshift tables and schemas. The platform handles Planful's cube structures, consolidation hierarchies, and planning assumptions alongside Redshift's distribution keys, sort keys, and columnar compression. When actuals update or forecasts lock, Redbird intelligently routes data to the right warehouse tables without custom scripting or fragile field mapping.
faster than building custom ETL between Planful APIs and Redshift COPY commands
Redbird can pull from Planful and Redshift 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 Redshift.
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 Redshift, or from Redshift 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 any event in Planful or Redshift—from forecast locks to query completions—and take action across your entire finance and data stack.
Trigger when a planning cycle is finalized and locked for reporting in Planful.
Fire when new actual financial data is loaded into Planful from source systems.
Trigger when multi-entity consolidation processing finishes in Planful.
Write financial actuals or metrics into specific Planful dimensions and cubes.
Populate planning assumptions with operational data for driver-based models.
Update Planful report templates with latest data for automated board packages.
Trigger when a scheduled analytical query finishes running in Redshift.
Fire when rows are inserted into specific Redshift tables from ETL pipelines.
Trigger when Redshift completes refreshing a materialized view with updated aggregates.
Run analytical queries against Redshift tables and return results for downstream workflows.
Insert or upsert structured data into Redshift tables using optimized COPY operations.
Clone specific Redshift tables for point-in-time snapshots or archival purposes.
Sync Planful and Redshift in minutes, not sprints. Stop wrestling with custom ETL scripts and start automating the financial data flows your teams actually need.