Redbird AI syncs financial planning data with market intelligence automatically. Stop manually exporting comps from Capital IQ to update Planful models, re-keying peer benchmarks into forecasts, or chasing down market data for board decks.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull competitor revenue, margin, and growth metrics from S&P Capital IQ and append them to Planful budget templates. Finance teams get market context without leaving their planning workflow, ensuring forecasts reflect current peer performance.
When your latest forecast is locked in Planful, automatically push updated company financials and projections to S&P Capital IQ models. Corporate development and IR teams work from the same numbers without manual file transfers.
When actuals load into Planful, Redbird pulls comparable company estimates from Capital IQ and generates variance analysis commentary. Board reports show how your performance stacks up against peers, with explanations written automatically.
Monitor competitors' quarterly results, guidance updates, and estimate revisions in S&P Capital IQ. When material changes occur, Redbird flags the relevant Planful scenarios or assumptions, prompting forecast reviews before your next board meeting.
Automatically generate valuation sensitivity tables that compare your Planful scenario outputs against current trading multiples and transaction comps from Capital IQ. Corporate finance gets board-ready scenario analysis without rebuilding spreadsheets each quarter.
When evaluating acquisitions, pull target company structure and subsidiary financials from S&P Capital IQ directly into Planful consolidation models. Post-merger integration planning starts with accurate entity mapping, eliminating weeks of manual data normalization.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Planful and S&P Capital IQ 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 AI understands both Planful's planning cube structures and S&P Capital IQ's financial data schemas, so you can connect FP&A workflows with market intelligence without middleware.
Redbird maps Planful account hierarchies, entity structures, scenario versions, and time periods to corresponding Capital IQ company financials, estimates, market data, and transaction comparables. The AI handles unit conversions between Planful's reporting currency and Capital IQ's multi-currency data, reconciles fiscal period mismatches, and joins peer company identifiers to your custom benchmarking dimensions. No hardcoded field mappings—Redbird adapts when you restructure your Planful cube or change your Capital IQ peer sets.
faster than exporting Capital IQ spreadsheets and reformatting for Planful imports
Redbird can pull from Planful and S&P Capital IQ 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 S&P Capital IQ.
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 S&P Capital IQ, or from S&P Capital IQ 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 locks in Planful or data updates in Capital IQ—Redbird handles both directions.
Fires when a budget or forecast scenario is locked for reporting in Planful.
Triggers when monthly or quarterly actual financial data completes integration into Planful.
Activates when budget-to-actual variance crosses defined materiality thresholds in any dimension.
Generate a new forecast scenario or planning case with defined assumptions and drivers.
Add or modify accounts, entities, products, or custom dimension values in the Planful cube.
Attach written variance explanations or assumptions notes to specific account/entity combinations.
Fires when quarterly or annual financial statements are published for companies in your screening list.
Triggers when analyst consensus estimates change beyond a defined threshold for tracked companies.
Activates when M&A deals matching your criteria are added to Capital IQ's transaction database.
Extract income statement, balance sheet, and cash flow data for specified companies and periods.
Run saved screens based on industry, size, geography, or financial metrics to identify peer companies.
Fetch current trading multiples or transaction valuations for comparable company analysis.
See how Redbird AI syncs Planful with S&P Capital IQ—no custom scripts, no manual exports. Start automating FP&A workflows with market intelligence in minutes.