Sync Stripe revenue data directly into Planful budgets and forecasts without manual exports. Finance teams can stop downloading transaction reports, reconciling payment data in spreadsheets, and manually updating actuals for variance analysis.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically flow subscription revenue, upgrades, downgrades, and churn from Stripe into Planful actuals tables. Finance teams get real-time variance against budget without waiting for month-end data uploads. Dimension mappings ensure revenue lands in the correct product lines and entities.
Write planned ARR targets and growth assumptions from Planful scenarios back to Stripe customer metadata. Customer success and revenue ops teams see what growth is needed to hit the forecast. Updates flow automatically when finance refreshes quarterly plans.
Pull Stripe payment success rates, dispute trends, and currency mix into Planful driver-based models. Finance teams incorporate payment operations metrics into cash flow forecasting. AI identifies when declining acceptance rates impact revenue assumptions.
Monitor daily Stripe transaction volume against Planful monthly forecasts and trigger alerts when variance exceeds defined thresholds. FP&A teams catch revenue shortfalls early instead of discovering them at month-end close. Alerts include drill-down context from both systems.
Generate reconciliation reports comparing Stripe settlement data to Planful recorded actuals, surfacing discrepancies by entity and product line. Accounting teams get board-ready documentation of payment platform to FP&A system alignment. Reports auto-generate after month-end close in both systems.
Automatically adjust Planful rolling forecasts when Stripe processes significant refunds or subscription cancellations. Finance models reflect customer behavior changes without waiting for manual forecast refresh cycles. AI suggests which forecast versions to update based on materiality thresholds.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Planful and Stripe 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 Planful's dimensional planning structures and Stripe's payment object schemas, mapping revenue data across both systems without custom code.
Redbird automatically maps Stripe charges, subscriptions, and invoice line items to Planful's cube structures, dimensions, and account hierarchies. The platform understands revenue recognition timing differences, multi-entity consolidation requirements, and how to handle Stripe's nested payment objects within Planful's tabular actuals format. You get intelligent field mapping that respects both systems' data models—Stripe's event-driven payment flows and Planful's period-based planning calendars—without building custom transformation logic.
faster actuals updates vs. manual Stripe exports and Planful uploads
Redbird can pull from Planful and Stripe 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 Stripe.
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 Stripe, or from Stripe 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 locks in Planful or successful payments in Stripe—Redbird connects the planning and payments layers of your finance stack.
Fires when a budget or forecast version is finalized and locked for reporting in Planful.
Triggers when new actuals are imported or updated in Planful's data integration layer.
Fires when variance between budget and actuals crosses configured materiality thresholds in Planful.
Write new values into Planful actuals dimensions, respecting period, entity, and account hierarchy.
Generate a new scenario version in Planful with updated assumptions or driver values.
Create consolidation adjustments or reclassification entries in Planful's close workflow.
Fires when Stripe successfully processes a one-time or subscription payment charge.
Triggers when a customer upgrades, downgrades, or modifies their Stripe subscription plan.
Fires when Stripe finalizes an invoice and makes it available for payment or dunning.
Write custom fields to Stripe customer objects for tracking forecast alignment or planning data.
Apply metadata tags to Stripe subscriptions based on Planful segment or product hierarchy.
Add line items to upcoming Stripe invoices based on Planful billing schedules or adjustments.
Stop manually syncing Stripe revenue into Planful spreadsheets. Redbird AI connects your payment platform to your FP&A system so finance teams work from a single source of truth.