Automate the flow of financial and customer data between FP&A and customer success. Stop manually exporting customer revenue metrics, building renewal forecasts in spreadsheets, or reconciling customer health with actuals.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically update Totango customer profiles with actual revenue, MRR changes, and payment performance from Planful. Customer success teams see real financial health without waiting for finance reports.
Pull customer health scores, product adoption metrics, and renewal risk flags from Totango into Planful forecast models. Finance gets predictive renewal data for board-ready revenue projections.
Trigger Totango plays when actual customer spend in Planful deviates significantly from forecast. CS teams can proactively address downgrades or capitalize on expansion signals.
Merge Planful customer P&L data with Totango usage patterns and health scores for unified expansion analysis. Surface high-health, high-spend accounts ready for upsell conversations.
Automatically flow customer segmentation, retention rates, and cohort performance from Totango into Planful reporting dimensions. Finance can analyze revenue variance by customer success metrics.
Push finalized customer ARR, expansion revenue, and churn figures from Planful into Totango after month-end close. CS works from the same numbers finance reports to the board.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Planful and Totango 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 financial planning hierarchies and customer success data models, so your finance and CS teams work from a single source of truth.
Redbird maps Planful account hierarchies, forecast versions, and entity consolidations to Totango customer profiles, health score components, and lifecycle segments. The platform recognizes revenue recognition rules, customer ARR calculations, and how Totango's success plays connect to financial outcomes. No custom field mapping or manual reconciliation between your FP&A models and customer success workflows.
faster than exporting customer financials to spreadsheets and manually updating health scores
Redbird can pull from Planful and Totango 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 Totango.
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 Totango, or from Totango 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 workflows from any financial planning event or customer success signal across both platforms.
When a new forecast version is finalized in Planful, including customer revenue projections.
When actual customer revenue deviates from forecast by a specified percentage or amount.
When monthly or quarterly financial close completes and customer actuals are finalized.
Modify customer renewal rates, expansion assumptions, or churn inputs in forecast models.
Generate new scenario in Planful incorporating customer health and retention metrics.
Add customer success metrics as reporting dimensions for variance and cohort analysis.
When a customer's overall health score or component scores cross defined thresholds.
When a customer enters at-risk status or renewal likelihood drops below threshold.
When usage patterns or engagement signals indicate expansion readiness in the pipeline.
Write actual revenue, MRR changes, or financial metrics to customer profile attributes.
Launch automated playbook or touchpoint sequence based on financial performance signals.
Generate CS task or campaign action when financial data indicates intervention needed.
See how Redbird syncs Planful and Totango to eliminate manual data work between finance and customer success teams.