Automate the flow between revenue planning and sales actuals. Redbird AI syncs Salesforce pipeline data to Planful budgets and forecasts, so finance teams can stop exporting CSVs and manually reconciling bookings against plan.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push closed deals from Salesforce to Planful as they're won, updating actuals by region, product line, and sales team. Finance gets live revenue recognition data without waiting for month-end exports, enabling continuous forecast updates and immediate variance detection against budget.
When finance finalizes annual revenue targets in Planful, automatically update corresponding quota fields and territory plans in Salesforce. Sales leadership gets aligned targets instantly, eliminating the manual spreadsheet handoff and ensuring CRM quotas match the approved financial plan.
Pull weighted pipeline data, stage conversion rates, and sales cycle metrics from Salesforce into Planful dimensions and driver-based models. FP&A can build bottom-up revenue forecasts grounded in actual pipeline health rather than top-down assumptions, with automatic refresh as deals progress.
Monitor cumulative bookings in Salesforce against Planful's monthly budget milestones and trigger notifications when performance gaps emerge. RevOps receives early warnings with specific shortfall amounts and affected segments, enabling proactive pipeline acceleration before quarter-end.
Automatically compile board-ready revenue performance reports that layer Salesforce closed revenue, pipeline coverage, and bookings trends against Planful's approved budgets and forecasts. Finance delivers unified variance analysis without manual consolidation across systems, with drill-through to source data in both platforms.
When FP&A adjusts sales headcount assumptions in Planful workforce planning modules, push updated rep counts and ramp schedules to custom Salesforce objects. Sales planning models automatically reflect approved hiring plans, keeping capacity-based forecasts synchronized with budget constraints.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Planful and Salesforce 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's AI understands both Planful's financial dimensions and hierarchies and Salesforce's opportunity, account, and revenue structures—mapping between planning models and sales actuals without custom code.
Redbird automatically maps Salesforce opportunity fields, product hierarchies, and territory structures to Planful's chart of accounts, dimensions, and planning cubes. The AI recognizes revenue recognition rules, understands multi-currency bookings, handles custom Salesforce objects, and aligns sales stages with financial periods. Whether you're syncing closed deals to actuals or enriching forecasts with pipeline data, Redbird maintains referential integrity across both systems without brittle field mappings.
faster than exporting Salesforce reports and manually loading actuals into Planful
Redbird can pull from Planful and Salesforce 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 Salesforce.
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 Salesforce, or from Salesforce 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 Salesforce—Redbird handles the context and data transformation across both platforms.
Fires when finance approves and publishes a new budget or forecast version in Planful.
Triggers when actual financial data is loaded or updated for a specified time period or entity.
Detects when budget-to-actual variance crosses a defined threshold for any account or dimension.
Write new driver values or assumptions into Planful forms and planning models.
Generate and export formatted financial reports or board presentations from Planful data.
Import actuals into Planful cubes with proper account, entity, and period mapping.
Fires when a sales opportunity moves to closed-won stage with final deal value.
Triggers when an opportunity's forecast category is updated, affecting weighted pipeline.
Detects when sales quotas are set or modified for users, territories, or teams.
Write values to standard or custom opportunity fields including amounts and dates.
Add new accounts, contacts, or related records to Salesforce with proper field mapping.
Modify assigned quotas, territory assignments, or sales capacity planning fields.
Stop reconciling revenue data across spreadsheets. Connect Planful and Salesforce with Redbird AI and automate the flow between financial planning and sales actuals.