Sync market data directly into financial models and reporting workflows. Finance teams can stop manually pulling market rates, commodity prices, and benchmark data into planning spreadsheets and board reports.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull live foreign exchange rates and commodity prices from Refinitiv into Planful planning assumptions and driver-based models. Automatically refresh scenario forecasts when market conditions shift, ensuring models reflect current market reality.
Flow current spot and forward FX rates from Refinitiv into Planful consolidation workflows. Eliminate manual rate table updates and ensure multi-entity consolidations use accurate, timestamped exchange rates for each reporting period.
When Planful variance analysis flags material deviations, automatically pull relevant market news, economic indicators, and sector performance data from Refinitiv. Enrich board reports with external context explaining variances against plan.
After budget approval or forecast lock in Planful, automatically sync approved capital allocations, hedging budgets, and investment limits to downstream risk systems via Refinitiv infrastructure. Keep trading desks aligned with corporate plans.
Monitor key market indicators and benchmarks in Refinitiv against assumptions locked in Planful models. Trigger alerts to finance teams when currencies, rates, or commodity prices breach forecast thresholds, prompting scenario refreshes.
When forecasts are finalized in Planful, capture point-in-time market data from Refinitiv used in models. Store complete audit trails linking planning assumptions to actual market conditions at forecast date for compliance and retrospective analysis.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Planful and Refinitiv 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 planning hierarchies, driver models, and consolidation structures alongside Refinitiv's market data feeds, instrument identifiers, and time-series formats.
Redbird's AI maps Refinitiv RICs, PermIDs, and time-series data structures to Planful dimension members, planning assumptions, and driver tables without custom code. It recognizes currency pairs, equity indices, commodity codes, and economic indicators, then intelligently routes them to the right scenarios, entities, and forecast versions. The platform handles temporal alignment, converting Refinitiv tick data or daily closes to monthly or quarterly planning periods while preserving data lineage.
faster than building custom ETL between market data feeds and planning platforms
Redbird can pull from Planful and Refinitiv 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 Refinitiv.
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 Refinitiv, or from Refinitiv 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 forecast updates in Planful or market events in Refinitiv—Redbird connects every workflow across both platforms.
Trigger when a planning period forecast is submitted for review or approval workflow.
Trigger when an annual budget or scenario version is finalized and locked for reporting.
Trigger when actual vs. plan variance exceeds defined materiality thresholds in reporting.
Write or refresh values in planning assumption tables, driver sheets, or rate tables.
Generate new forecast scenario or sensitivity case with specified assumptions and parameters.
Add narrative commentary or annotations to financial reports, variance analyses, or board packages.
Trigger when real-time or end-of-day pricing data refreshes for monitored instruments or indices.
Trigger when breaking news, economic release, or market event matches specified topics or entities.
Trigger when FX rate, commodity price, or benchmark moves beyond defined tolerance levels.
Fetch current or historical prices for securities, currencies, or commodities using RICs or identifiers.
Pull company financials, reference data, corporate actions, or ownership details for analysis.
Request historical price series, economic indicators, or benchmark data for defined date ranges.
Stop manually syncing market data into planning models. Redbird connects Planful and Refinitiv so your finance team can build forecasts grounded in real-time market intelligence.