Sync financial plans, actuals, and forecasts between Planful and Snowflake automatically. Stop exporting CSVs, manually loading dimensional data, or rebuilding variance reports in SQL every month.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push finalized budget versions, rolling forecasts, and plan assumptions to Snowflake tables the moment they're approved in Planful. Finance data becomes immediately available for cross-functional dashboards, predictive models, and executive reporting without manual exports.
Pull actual financial results from your Snowflake-centralized ERP data and load them into Planful on a scheduled basis. Planful automatically calculates plan-vs-actual variances, highlights exceptions, and prepares commentary templates for monthly business reviews.
Combine Planful's financial models with live operational data from Snowflake—headcount actuals, product usage metrics, customer cohorts, or pipeline data. Build driver-based forecasts that automatically update when underlying business metrics change in your warehouse.
Automatically store complete snapshots of each financial close—consolidated entities, intercompany eliminations, journal entries, and metadata—in immutable Snowflake tables. Maintain full audit trails and version history for regulatory compliance and year-over-year analysis.
Monitor live actuals in Snowflake against Planful budgets and forecasts. Trigger Slack or email alerts when revenue, expenses, or KPIs exceed variance thresholds, enabling proactive reforecasting before month-end.
Automatically merge Planful's multi-year strategic plans with up-to-date actuals from Snowflake. Produce formatted P&L statements, balance sheets, and cash flow projections that combine forward-looking scenarios with real-time performance data.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Planful and Snowflake 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 hierarchies and Snowflake's schema architecture, mapping financial entities, accounts, and time periods without custom code.
Redbird automatically maps Planful's entity hierarchies, account structures, versions, and scenarios to Snowflake tables and views. It understands consolidation rules, currency translation, custom dimensions, and time-period structures in Planful, then translates them into optimized Snowflake schemas. No need to manually define column mappings or write transformation logic—Redbird intelligently handles version control, slowly changing dimensions, and incremental updates.
faster than building custom ETL pipelines between Planful and Snowflake
Redbird can pull from Planful and Snowflake 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 Snowflake.
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 Snowflake, or from Snowflake 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 new actuals landing in Snowflake—Redbird orchestrates the rest.
Fires when a budget or forecast version reaches approved status in Planful.
Triggers when multi-entity consolidation finishes processing in Planful.
Activates when plan-vs-actual variance surpasses configured limits in Planful.
Write financial actuals to specific versions, entities, and accounts in Planful.
Modify planning assumptions or input drivers in Planful based on external data.
Generate a new forecast version in Planful with updated inputs or scenarios.
Fires when ERP or transactional data is added to designated Snowflake tables.
Triggers when a scheduled analytical query finishes running in Snowflake.
Activates when external partners or teams publish new data to a Snowflake share.
Write Planful budgets, forecasts, and scenarios to Snowflake tables or views.
Sync Planful's entity, account, or custom dimension structures to Snowflake.
Run SQL transformations in Snowflake to prepare data for Planful ingestion.
See how Redbird syncs Planful and Snowflake in minutes. Stop manually bridging your FP&A platform and data warehouse—let AI handle the integration.