Automate the flow of financial data between your planning platform and enterprise database. Stop exporting actuals, reconciling budget-to-actual variances manually, and rebuilding reports every month—let Redbird sync your financial data stack in real time.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull actual financial results from your ERP database tables in SQL Server and load them directly into Planful for variance analysis. Redbird maps GL accounts, cost centers, and entities automatically, eliminating manual imports and version control headaches.
Export approved budget versions, rolling forecasts, and scenario models from Planful into SQL Server tables for enterprise-wide access. Finance, analytics, and BI teams work from a single source of truth without manual CSV exports.
Automatically capture locked budget versions, board submissions, and planning snapshots from Planful and store them in SQL Server with full lineage tracking. Maintain complete audit trails without cluttering your active planning environment.
Merge actual employee data—salary, department, hire dates—from your HRIS tables in SQL Server into Planful workforce planning modules. Keep headcount assumptions aligned with reality as new hires, terminations, and org changes occur.
Monitor variance between actual spend in SQL Server and approved budgets in Planful. Trigger notifications when departments exceed their allocations or when revenue falls short of forecast, enabling proactive budget management.
Pull entity-level financials from distributed SQL Server instances—each subsidiary's local database—and consolidate them automatically in Planful. Handle intercompany eliminations and currency conversions without spreadsheet gymnastics.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Planful and SQL Server 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 dimensional planning structures and SQL Server's relational schemas—so you can automate financial data flows without writing stored procedures or managing API mappings.
Redbird automatically maps Planful dimensions—accounts, entities, departments, scenarios, versions—to SQL Server table structures and foreign key relationships. It interprets your GL account hierarchies, cost center roll-ups, and entity consolidation rules, then translates them into the right SQL queries and Planful cube loads. When actuals tables change or you add planning dimensions, Redbird adapts the mappings without manual reconfiguration.
faster budget-to-actual reconciliation vs SQL exports and manual Planful imports
Redbird can pull from Planful and SQL Server 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 SQL Server.
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 SQL Server, or from SQL Server 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 financial event in Planful or data change in SQL Server—no custom code required.
Fires when a planning version is locked for reporting in Planful.
Triggers when a rolling forecast or reforecast is submitted through workflow.
Activates when actual-to-budget variance crosses configured limits in Planful reports.
Import financial data into Planful cubes with proper dimension mappings.
Modify driver values or planning assumptions in specific Planful scenarios.
Post eliminations or adjustments to Planful consolidation workflows.
Fires when new transactions are posted to general ledger tables in SQL Server.
Triggers when stored procedures mark accounting periods as closed in SQL Server.
Activates when cost centers, departments, or account structures change in SQL Server.
Write approved Planful budget data to SQL Server staging or warehouse tables.
Run SQL Server stored procs for calculations, transformations, or data validation.
Sync Planful dimension changes back to SQL Server reference tables.
See how Redbird connects Planful and SQL Server in minutes—not sprints. Automate your financial data flows and let your finance team focus on analysis instead of reconciliation.