Connect Planful and
Semrush with AI

Automate the flow between financial planning and marketing performance. Stop manually exporting campaign spend from Semrush and reconciling it against budget actuals in Planful. Redbird AI syncs marketing data with financial forecasts so finance teams can track digital marketing ROI in real time.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Sync Semrush paid search spend into Planful budget line items automatically

Pull daily or monthly advertising spend from Semrush campaigns and post it directly to corresponding cost centers and GL accounts in Planful. Finance teams see marketing actuals update automatically without waiting for month-end exports or manual CSV uploads.

Generate variance reports comparing Semrush campaign performance to Planful budgets

Combine actual spend and traffic metrics from Semrush with approved budgets from Planful to create automated variance analysis reports. Flag campaigns running over budget or underperforming on CAC targets, and route alerts to both finance and marketing stakeholders.

Alert marketing teams when Semrush spend approaches Planful budget thresholds

Monitor cumulative campaign spend in Semrush against approved marketing budgets in Planful. Trigger notifications when spend reaches 75%, 90%, or 100% of allocated budget, preventing overspend and enabling proactive reallocation decisions.

Enrich Planful scenario models with Semrush organic traffic and keyword data

Pull SEO performance metrics like organic sessions, keyword rankings, and domain authority from Semrush into Planful for revenue forecasting. Marketing teams provide traffic projections that finance incorporates into top-line revenue models and growth scenarios.

Push approved marketing budgets from Planful into Semrush campaign tracking

When finance approves quarterly or annual marketing plans in Planful, automatically create corresponding budget allocations in Semrush project tracking. Marketing teams see their approved spend limits directly in the platform where they manage campaigns.

Automate board-ready marketing ROI reports combining Planful financials and Semrush metrics

Merge actuals and variance data from Planful with campaign performance, traffic, and conversion metrics from Semrush to generate executive dashboards. Finance produces comprehensive marketing investment reports showing budget utilization, CAC trends, and channel effectiveness without manual data gathering.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Planful and Semrush with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird AI understands both Planful's financial planning hierarchies and Semrush's marketing performance data, so you can connect budget structures with campaign analytics without custom development.

AI that speaks both financial planning and marketing analytics

Redbird maps Semrush campaigns, keywords, and spend data to Planful dimensions, accounts, and cost centers automatically. Our AI understands how to match Semrush project structures to Planful entity hierarchies, align campaign spend with GL accounts, and translate marketing KPIs into financial metrics finance teams recognize. No need to build custom field mappings or write transformation logic for currency formats, date ranges, or aggregation rules across systems.

Map campaigns to cost centers
Align spend to GL accounts
Match dimensions automatically
Handle currency & date formats
10×

faster than exporting Semrush CSVs and manually loading them into Planful

No spreadsheet reconciliation, data formatting, or manual GL posting required

Auto-generated reports

Redbird can pull from Planful and Semrush simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Planful or Semrush.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Planful into Semrush, or from Semrush back into Planful. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from budget approvals in Planful or campaign changes in Semrush — Redbird handles the rest.

Planful
Triggers & Actions
Trigger

Budget version approved

Fires when a budget or forecast version is finalized and approved in Planful.

Trigger

Actual data loaded

Triggers when actual financial data is imported or posted to Planful from an ERP.

Trigger

Variance threshold exceeded

Detects when actuals deviate from budget or forecast by a specified percentage or amount.

Action

Create budget line item

Add a new budget allocation to a specific account, dimension, or cost center.

Action

Update forecast values

Modify forecast amounts for specified periods, entities, or accounts based on external data.

Action

Post journal entry

Create or update journal entries with debits, credits, and supporting documentation.

Semrush
Triggers & Actions
Trigger

Campaign spend updated

Fires when daily or cumulative advertising spend changes for a tracked campaign.

Trigger

Keyword ranking change

Triggers when tracked keywords move up or down in search rankings beyond a threshold.

Trigger

Domain audit completed

Detects when a new SEO site audit finishes and technical health score is available.

Action

Create project with budget

Set up a new marketing project in Semrush with spend tracking and budget allocation.

Action

Update campaign tags

Apply labels or metadata to campaigns for categorization and financial tracking.

Action

Export performance data

Pull campaign metrics, traffic data, or keyword performance for a specified date range.

Planful
+
Semrush

Ready to connect your stack?

Stop reconciling marketing spend in spreadsheets. Connect Planful and Semrush with Redbird AI to automate budget tracking, variance analysis, and marketing ROI reporting across your finance and marketing teams.

Get started → Book a demo