Redbird AI syncs your financial planning data from Planful directly into Tableau dashboards. Finance teams stop manually exporting budget files, reconciling versions, and rebuilding reports every month. Your executive dashboards update automatically with the latest forecasts, actuals, and variance analysis.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push finalized budget versions and actuals from Planful into Tableau after each close cycle. Finance leaders see real-time variance analysis without waiting for someone to export spreadsheets. Dashboards refresh with the latest plan data as soon as consolidation completes.
Stream rolling forecast data from Planful into Tableau every time finance updates scenarios or assumptions. Department heads access interactive dashboards showing 12-month projections without requesting custom reports. Scenario modeling results appear in visual format immediately after planning cycles.
Sync actual spend by department, cost center, and GL account from Planful to tailored Tableau views for budget owners. Managers monitor their burn rate against plan without logging into Planful. Monthly variance explanations happen faster because everyone sees the same numbers.
Pull consolidated P&L, balance sheet, and cash flow data from Planful into pre-built Tableau board decks after each reporting period. CFOs stop rebuilding slides manually every quarter. Board materials reflect final consolidated numbers with full entity roll-ups and eliminations.
Blend historical and forecast financial data from Planful with sales, headcount, and operational data already in Tableau. Analysts build cohesive dashboards showing how financial plans align with business drivers. Strategic planning conversations happen over unified datasets instead of disconnected spreadsheets.
Monitor which Tableau financial dashboards executives access most frequently and trigger data refreshes in Planful. Finance prioritizes consolidation and publishing for high-visibility reports. Teams avoid the embarrassment of leadership viewing stale budget data during critical reviews.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Planful and Tableau 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 financial planning structures and Tableau's data source architecture, so your budget hierarchies, scenario versions, and dimensional models sync correctly without custom mapping.
Redbird maps Planful's account hierarchies, entity structures, scenario versions, and time periods directly to Tableau's data extracts and live connections. The AI preserves dimensional relationships so your dashboards maintain drill-down paths from consolidated totals to department details. When Planful's chart of accounts changes or new entities are added, Redbird updates Tableau data sources automatically. You get dashboards that reflect actual planning structures without rebuilding data models every month.
faster financial dashboard updates than exporting, transforming, and republishing manually
Redbird can pull from Planful and Tableau 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 Tableau.
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 Tableau, or from Tableau 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 dashboard interactions in Tableau — Redbird connects the workflows finance and analytics teams actually run.
Fires when a budget or forecast version is locked and approved in Planful.
Triggers when actual financial data is imported and posted to Planful.
Activates after multi-entity consolidation runs finish with eliminations applied.
Extract dimensional budget data with hierarchies intact for Tableau consumption.
Create plan vs actuals comparison data with all variance calculations included.
Export multiple planning scenarios side-by-side for scenario analysis dashboards.
Fires when specific users or groups access designated financial dashboards.
Triggers when a Tableau data extract or connection encounters errors.
Activates when users drill into specific departments, entities, or time periods.
Update Tableau data extracts with the latest information from connected sources.
Deploy updated dashboards to specific Tableau sites or projects for user access.
Modify Tableau data source parameters, credentials, or connection strings programmatically.
Stop manually bridging Planful and Tableau. Redbird AI syncs your financial planning data into live dashboards so finance teams spend time on analysis instead of data prep.