Automate the flow of actuals, budget data, and financial consolidations between your ERP and planning platform. Stop manually exporting SAP financials into spreadsheets, reformatting for Planful imports, and chasing down variance explanations across systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull monthly actuals from SAP cost centers, P&L accounts, and entities, then map and load them into Planful dimensions for real-time variance analysis. Finance teams get current budget-vs-actual dashboards without manual exports or data staging.
When annual budgets or revised forecasts are locked in Planful, automatically write them to SAP CO planning tables by cost center and account. Keeps operational budgets aligned with strategic plans without dual entry.
Combine SAP purchasing orders, inventory levels, and supplier spend with Planful revenue forecasts to model working capital and cash flow scenarios. Enables FP&A to build operational models grounded in live transactional data.
Monitor incoming SAP monthly closes and compare against Planful budget targets. When variances exceed defined thresholds by department or GL account, notify budget owners and trigger commentary workflows in Planful.
Pull trial balance data from SAP instances across legal entities and geographies, apply intercompany eliminations and currency translations, then load into Planful consolidation cubes. Eliminates manual consolidation workbooks and version control issues.
Build automated monthly reports that blend Planful forecast versions, SAP actual performance, and driver-based commentary. Export formatted outputs to presentation decks or BI tools without manual data assembly or pivot tables.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Planful and SAP 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 both SAP's complex account hierarchies and Planful's multidimensional planning structures, so your finance team can automate consolidation and variance workflows without middleware or custom code.
Redbird maps SAP chart of accounts, cost centers, profit centers, and company codes to Planful dimensions, accounts, and entity hierarchies automatically. It handles currency translations, fiscal calendar mismatches, and intercompany eliminations without manual transformation logic. When SAP posts actuals or Planful updates forecasts, Redbird reconciles data structures in real time and flags exceptions before they break downstream reports.
faster monthly close variance analysis
Redbird can pull from Planful and SAP 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 SAP.
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 SAP, or from SAP 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 approvals in Planful or period-end postings in SAP, and orchestrate workflows across your entire finance stack.
Fires when a budget or forecast version reaches approved status in Planful workflow.
Triggers when a financial scenario or plan is published for reporting or stakeholder review.
Activates when actual-vs-plan variance crosses a defined percentage or dollar threshold by dimension.
Write financial data into a Planful cube with specified dimensions, accounts, and time periods.
Modify driver values or assumption tables used in Planful forecast calculations.
Execute a Planful consolidation process including eliminations, translations, and rollups.
Fires when a fiscal period is closed and actuals are locked in SAP Finance.
Triggers when new expense or revenue postings hit specified cost centers or internal orders.
Activates when a PO exceeds a threshold amount and is released in SAP MM procurement.
Write budget values to SAP CO planning tables for specific cost centers and fiscal periods.
Generate an internal order in SAP for project tracking or capital expenditure management.
Write a GL journal entry to SAP FI with account assignments, amounts, and posting text.
See how Redbird AI syncs Planful and SAP to automate your monthly close, variance analysis, and consolidation workflows without custom integrations or manual exports.