Connect Planful and
Workday with AI

Automate the flow between financial planning and enterprise operations. Stop manually exporting headcount data, reconciling actuals, or copy-pasting org structure changes into budget models.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Sync Workday headcount actuals into Planful workforce planning models automatically

Pull current employee counts, compensation, and department allocations from Workday directly into Planful planning templates. Keep workforce expense forecasts aligned with real-time HR data without monthly export rituals.

Push approved Planful budget allocations back to Workday for operational planning

When finance finalizes departmental budgets in Planful, automatically update corresponding budget pools in Workday. Enable hiring managers to work from board-approved numbers without spreadsheet handoffs.

Alert FP&A when Workday org changes impact approved headcount budgets

Monitor Workday for new positions, department transfers, or compensation adjustments that affect Planful budget assumptions. Trigger notifications so finance can reforecast before variance reports surface surprises.

Enrich Planful actuals with Workday employee attributes for deeper variance analysis

Append job level, tenure, location, and cost center details from Workday to actuals flowing into Planful. Enable finance to analyze budget variances by employee segment without manual data merging.

Automate monthly reconciliation reports comparing Planful forecasts to Workday payroll actuals

Generate side-by-side comparisons of planned versus actual headcount and compensation expenses. Surface discrepancies automatically so finance can investigate before board reporting deadlines.

Capture Planful scenario models and populate Workday workforce planning assumptions

When finance builds hiring scenarios in Planful for strategic planning, automatically stage corresponding workforce plans in Workday. Keep operational and financial planning systems working from the same assumptions.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Planful and Workday with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands how Planful dimensions map to Workday hierarchies, so your workforce planning stays consistent across finance and operations.

AI that speaks both Planful planning logic and Workday data structures

Redbird maps Planful's cube dimensions, member hierarchies, and planning forms to Workday's organization structure, supervisory orgs, cost centers, and compensation elements. The platform recognizes how headcount assumptions in financial models correspond to actual employee records, position management, and payroll data. It handles Planful's metadata-driven planning structures and Workday's multi-dimensional reporting framework without custom field mapping.

Workforce planning cubes
Organization hierarchies
Compensation elements
Cost center allocations
10×

faster than exporting CSVs and reconciling headcount in spreadsheets

No more waiting for IT to build API connections or finance analysts to validate data matches

Auto-generated reports

Redbird can pull from Planful and Workday simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Planful or Workday.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Planful into Workday, or from Workday back into Planful. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from planning events in Planful or workforce changes in Workday—Redbird handles the rest.

Planful
Triggers & Actions
Trigger

Budget version locked

Fires when a planning version is finalized and locked for approval in Planful.

Trigger

Forecast cycle completed

Triggers when a rolling forecast period closes and submissions are complete.

Trigger

Variance threshold exceeded

Activates when actuals versus plan variance exceeds defined tolerance levels.

Action

Update planning assumptions

Write new driver values or assumptions into specific Planful dimensions and accounts.

Action

Load actuals to cube

Import actual financial or operational data into Planful planning cubes.

Action

Generate variance report

Create formatted plan-versus-actual analysis reports with drill-down detail.

Workday
Triggers & Actions
Trigger

New hire completed

Fires when an employee completes onboarding and becomes an active worker in Workday.

Trigger

Compensation change processed

Triggers when salary adjustments, bonuses, or merit increases are finalized.

Trigger

Organization change effective

Activates when department transfers, cost center reassignments, or reporting structure changes go live.

Action

Update position budget

Modify budgeted amounts or headcount allocations for specific positions or cost centers.

Action

Create workforce plan

Establish new hiring plans or workforce scenarios based on finance-approved assumptions.

Action

Sync cost center attributes

Update department codes, manager assignments, or budget owner fields to match planning structures.

Planful
+
Workday

Ready to connect your stack?

Sync Planful and Workday so your workforce plans and actuals stay aligned without the manual reconciliation work.

Get started → Book a demo