Automate financial alerts and reporting between your FP&A platform and team communication hub. Stop manually sharing budget updates, variance reports, and forecast changes—let Redbird route critical financial insights to the right channels instantly.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically notify finance teams in dedicated Slack channels when actual spend deviates from budget by defined thresholds. Include variance percentages, affected accounts, and direct links to detailed Planful reports. Keep stakeholders informed without manual monitoring.
When monthly forecasts are locked in Planful, send automated summaries to executive Slack channels with key metrics, period-over-period changes, and scenario highlights. Reduce email clutter and centralize financial communications where leadership already collaborates.
Notify budget owners via direct message or department channels when their planning inputs require attention, have been rejected, or are approaching deadlines. Include submission status, reviewer comments, and links to edit in Planful. Accelerate planning cycles with timely reminders.
Automatically share consolidated financial statements and board presentation materials in executive Slack channels once multi-entity consolidation completes. Attach formatted reports, highlight key variances, and provide context for upcoming board meetings without manual distribution.
Enable finance teams to initiate scenario planning runs directly from Slack using custom workflow commands. Specify assumptions, select templates, and queue modeling jobs in Planful without leaving the conversation. Receive completion notifications with results when models finish processing.
Deliver automated daily snapshots of cash positions, rolling 13-week forecasts, and liquidity covenant metrics from Planful to treasury Slack channels. Provide early-morning visibility into cash needs and forecast changes before treasury operations begin.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Planful and Slack 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 dimensional planning structures and Slack's channel hierarchy, routing financial data to the right teams at the right time.
Redbird interprets Planful's account structures, entity hierarchies, scenario versions, and variance calculations—then maps them intelligently to Slack channels, user groups, and notification preferences. Our AI recognizes when a budget variance affects multiple departments and routes alerts accordingly. It understands the difference between draft forecasts and locked versions, ensuring only finalized data reaches stakeholders. Redbird handles complex consolidation events and translates multi-dimensional planning data into digestible Slack messages.
faster than exporting reports from Planful and manually posting summaries to Slack channels
Redbird can pull from Planful and Slack 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 Slack.
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 Slack, or from Slack 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, variance thresholds, consolidation events in Planful—or workflow commands and mentions in Slack.
Fires when actual vs. budget variance crosses defined percentage or dollar thresholds for any account or entity.
Triggers when a forecast period is finalized and locked by finance leads, signaling completion for distribution.
Fires after multi-entity consolidation processing finishes, making consolidated financials available for reporting.
Initiate a new scenario modeling run with specified assumptions, templates, and planning dimensions.
Mark department budget inputs as approved, rejected, or needing revision with reviewer comments.
Generate formatted variance analysis reports for specified accounts, entities, and time periods.
Fires when team members click custom workflow buttons for forecast requests or budget approvals.
Triggers when specific financial keywords or account codes are mentioned in monitored finance channels.
Fires at defined intervals for daily cash summaries, weekly forecast reminders, or monthly close notifications.
Send formatted financial summaries, variance reports, or alert messages to designated team channels.
Notify individual budget owners, finance leads, or executives with personalized financial updates and action items.
Modify channel descriptions with current period status, close deadlines, or key financial metrics.
Stop manually posting budget updates and variance reports to Slack. Connect Planful and Slack with Redbird to automate financial alerts, forecast notifications, and reporting workflows across your finance team.