Automate how financial reports, budgets, and forecasts flow from Planful into SharePoint. Stop manually exporting board decks, uploading budget files, and updating shared financial documents every month.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When finance locks a monthly board package in Planful, automatically publish formatted reports to the executive SharePoint site with proper naming conventions and folder structure. Eliminate manual export-and-upload cycles and ensure stakeholders always access the latest approved financials.
Automatically distribute departmental budget allocations from Planful to respective team SharePoint folders when annual budgets are approved. Each department receives their specific budget view in Excel or PDF format, making it accessible for operational teams without Planful licenses.
Capture every locked forecast version from Planful and archive it to a dedicated SharePoint library with metadata tags for period, version, and approval status. Build a complete audit trail of forecast evolution without manual documentation or risk of file loss.
When monthly variance analysis is completed in Planful, automatically generate formatted commentary reports highlighting key variances and publish them to the executive team's SharePoint portal. Finance teams save hours on formatting and distribution while ensuring consistent delivery schedules.
Monitor SharePoint folders for updated strategic planning inputs, assumption documents, or growth targets. Automatically trigger refreshes of corresponding scenario models in Planful to keep financial projections aligned with evolving business strategy without manual reconciliation.
Track designated SharePoint folders where departments submit budget justification documents or capital expenditure requests. Trigger notifications to the FP&A team in Planful or via integrated channels, ensuring timely review and incorporation into planning cycles.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Planful and SharePoint 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 Planful's financial data structures and SharePoint's document management architecture, so you can automate report publishing and budget distribution without custom integration work.
Redbird maps Planful's cube dimensions, version hierarchies, and report structures to SharePoint's library schemas, metadata columns, and folder taxonomies. Our AI understands how to extract formatted reports from Planful with the right consolidation levels and publish them to SharePoint with proper governance, versioning, and permissions intact. Whether you're distributing monthly actuals, scenario comparisons, or rolling forecasts, Redbird handles the context and formatting automatically.
faster than exporting reports from Planful and manually uploading to SharePoint libraries
Redbird can pull from Planful and SharePoint 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 SharePoint.
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 SharePoint, or from SharePoint 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 SharePoint—report locks, budget approvals, file uploads, or workflow completions.
Trigger when a board report, variance analysis, or financial statement is locked and ready for distribution.
Activate when a specific budget version or forecast iteration receives final approval in the workflow.
Fire when monthly or quarterly consolidation finishes and actuals are available for reporting.
Modify driver values, growth rates, or planning assumptions in specific Planful scenario models.
Generate a new report instance or refresh an existing template with updated data from cubes.
Apply custom attributes, commentary, or classification tags to budget or forecast versions.
Activate when a new document is added to a specific SharePoint library or folder.
Trigger when metadata fields like approval status, department, or fiscal period are modified.
Fire when a SharePoint document approval workflow reaches final approved or rejected status.
Publish documents to specified SharePoint libraries with folder paths, naming conventions, and version labels.
Apply content type properties, tags, fiscal period, department, or custom column values to files.
Generate organized folder hierarchies based on Planful dimensions like entity, department, or time period.
See how Redbird can automate financial report distribution and budget sharing between Planful and SharePoint—no custom integration code required.