Sync Square payment data directly into Planful budgets and forecasts. Finance teams can stop manually exporting transaction files, reconciling revenue across locations, and updating actuals in spreadsheets before loading into planning models.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull Square transaction data by location and sales channel into Planful actuals tables. Finance teams can run budget vs. actual variance analysis without waiting for month-end close or manual data entry.
Monitor Square sales performance against Planful forecast assumptions. When revenue thresholds are crossed, trigger forecast updates or alerts to FP&A teams so rolling forecasts reflect real-time business performance.
Export location-level revenue budgets from Planful and distribute them as operational targets within Square reporting dashboards. Store managers see their targets alongside actual sales without accessing the FP&A platform.
Capture Square refund and dispute transactions and match them to Planful revenue adjustment entries. Automate the reconciliation process that typically requires manual cross-checking between POS reports and financial planning records.
Pull Square sales data and Planful forecast scenarios into consolidated board reports. Finance teams can produce presentation-ready revenue analysis showing actual performance against multiple planning scenarios without rebuilding decks manually.
Store granular Square transaction records alongside corresponding Planful budget line items. Maintain a complete audit trail linking POS-level payment data to consolidated financial plans for compliance and variance investigation.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Planful and Square 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 Square's multi-location payment schemas, so your finance team can automate revenue consolidation without custom middleware.
Redbird maps Square's location-based transaction data to Planful's dimensional hierarchies automatically. It understands gross payment amounts, refunds, fees, and net deposits from Square, then matches them to the correct entity, cost center, and account structures in Planful. The AI handles payment method breakdowns, sales channel attribution, and time-based aggregation so finance teams don't need to build transformation logic in spreadsheets or write custom ETL scripts.
faster than exporting Square CSVs and reformatting them for Planful imports
Redbird can pull from Planful and Square 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 Square.
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 Square, or from Square 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 payment events in Square or planning cycles in Planful, then update either system instantly.
Fires when a new budget or forecast version is approved and published in Planful.
Triggers when actual financial data is imported and posted for a specific accounting period.
Activates when budget vs. actual variance crosses a defined percentage or dollar threshold.
Write new actual values to specific accounts, entities, or dimensions in Planful.
Insert or modify forecast values in a specific scenario or time period.
Produce a formatted budget vs. actual variance analysis for specified dimensions.
Fires when a customer payment is successfully processed through Square POS or online.
Triggers when a refund is processed for a previous transaction at any location.
Activates when end-of-day sales reconciliation is completed for a location or channel.
Generate and send a new invoice through Square Invoices to a specified customer.
Adjust product inventory quantities in Square's catalog management system.
Pull detailed payment transaction data for specified date ranges and locations.
Stop reconciling Square payments and Planful budgets in spreadsheets. Redbird syncs your POS data directly into financial planning workflows so your team can focus on analysis instead of data prep.