Automate the flow of actuals from Xero into Planful for variance analysis and forecasting. Stop manually exporting trial balances, mapping GL accounts in spreadsheets, and chasing down reconciliation discrepancies every month.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull trial balance data from Xero at month-end and map it to Planful's account structure automatically. Redbird reconciles GL codes, splits multi-entity data, and loads actuals so your variance reports are ready without Excel pivots or manual imports.
After board approval, sync budget allocations from Planful into Xero tracking categories or budget fields. Finance teams can compare actuals against plan directly in Xero without maintaining parallel budget spreadsheets.
Monitor Xero spending against Planful budget forecasts in real-time. When actuals surpass variance thresholds for specific departments or cost centers, Redbird triggers alerts so finance can investigate before month-end close.
Attach invoice metadata, vendor names, and payment dates from Xero transactions to corresponding GL line items in Planful. Finance teams can drill from high-level variance reports straight to the underlying Xero transactions without switching systems.
Compare consolidated actuals in Planful against source data from multiple Xero organizations. Redbird flags discrepancies in account mappings, timing differences, or missing transactions, creating a reconciliation audit trail without manual tie-outs.
Snapshot each forecast iteration from Planful with the exact Xero actuals used at that point in time. Creates an immutable record of assumptions, actual performance, and forecast accuracy for board presentations or compliance audits.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Planful and Xero 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 Xero's chart of accounts, tracking categories, and multi-currency transactions to automate the entire actuals-to-plan workflow.
Redbird interprets Planful's account hierarchies, custom dimensions, and scenario structures alongside Xero's account codes, classes, and tracking categories. It automatically maps trial balance lines to planning accounts, handles entity consolidation rules, splits revenue and expense categories, and reconciles multi-currency actuals. No hardcoded field mapping or transformation scripts required—just point Redbird at both systems and it learns your structure.
faster monthly actuals import vs exporting trial balances and Excel mapping
Redbird can pull from Planful and Xero 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 Xero.
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 Xero, or from Xero 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 automation from any event in Planful or Xero—new actuals posted, budgets approved, forecasts locked, or invoices paid.
Fires when a budget scenario is marked approved or published in Planful.
Triggers when forecast data is revised for specified time periods or departments.
Detects when new actual financial data is loaded into Planful from any source.
Write financial data to Planful with account, entity, department, and time period dimensions.
Modify driver values, growth rates, or planning assumptions in specific forecast scenarios.
Generate budget-to-actual variance analysis with drill-down details for specified periods.
Fires when an invoice is marked as paid in Xero, updating cash and AR balances.
Triggers when a bank feed transaction is matched and reconciled to a GL account.
Detects when an accounting period is locked in Xero, finalizing that month's actuals.
Add new tracking categories or options in Xero for budget allocation or project codes.
Write budget line items to Xero accounts for comparison against actuals in reports.
Retrieve GL balances by account, date range, and tracking category for specified entities.
Sync Planful and Xero in minutes and eliminate manual actuals imports, account mapping spreadsheets, and monthly reconciliation headaches for your finance team.