Automate financial data flows between S&P Capital IQ and Power BI dashboards. Stop exporting Excel files, copying company financials, and rebuilding reports manually. Redbird AI keeps your investment intelligence and business analytics in sync.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull updated income statements, balance sheets, and cash flow data from Capital IQ into Power BI datasets on schedule. Finance teams see real-time company performance across portfolio dashboards without manual data refreshes. Historical data stays current as S&P updates estimates and actuals.
Monitor custom portfolio metrics in Power BI and automatically add companies to Capital IQ screening lists when criteria are met. Investment teams maintain dynamic watchlists based on operational performance without switching platforms. Trigger deeper research workflows when opportunities emerge.
Automatically append comparable transaction multiples, credit ratings, and peer benchmarks from Capital IQ to M&A pipeline reports in Power BI. Corporate development teams see deal context without manual lookups. Valuation ranges and precedent transactions update as new deals close.
Detect unusual variance in Power BI financial models and automatically pull detailed company research from S&P Capital IQ for investigation. Analysts receive contextualized data packages with estimates revisions, management commentary, and peer performance. Reduce time from alert to insight.
Capture Power BI dashboard snapshots alongside underlying Capital IQ financials, estimates, and screening criteria used in investment decisions. Create audit trails linking committee presentations to specific data versions. Compliance teams access complete documentation without reconstructing queries.
Monitor Capital IQ consensus estimate revisions and trigger automatic Power BI dataset refreshes when analyst forecasts shift materially. Portfolio managers see updated sector views and valuation models within minutes of estimate changes. Eliminate morning data prep routines.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Power BI and S&P Capital IQ 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 Power BI's semantic models and DAX measures alongside S&P Capital IQ's financial data structures, estimates hierarchies, and screening taxonomies.
Redbird maps S&P Capital IQ's company identifiers, financial templates, and estimate periods to your Power BI fact tables, dimension hierarchies, and calculated measures. The platform recognizes when Capital IQ time series data needs reshaping for Power BI star schemas and handles currency conversions, fiscal period alignment, and null value conventions. You describe what financial metrics belong in which dashboards — Redbird handles the Capital IQ query syntax, API pagination, and Power BI incremental refresh logic.
faster than building Capital IQ to Power BI pipelines with custom API scripts
Redbird can pull from Power BI and S&P Capital IQ 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 Power BI or S&P Capital IQ.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Power BI into S&P Capital IQ, or from S&P Capital IQ back into Power BI. 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 from any event in Power BI or S&P Capital IQ and automate what happens next across your investment data stack.
Trigger workflows when a Power BI dataset finishes refreshing, succeeded or failed.
Monitor DAX measures or visual values and trigger when KPIs exceed defined limits.
Detect when specific Power BI reports are viewed and log or trigger dependent updates.
Trigger on-demand refresh of Power BI datasets, dataflows, or specific tables.
Modify Power BI dataset parameters like date ranges, filters, or connection strings programmatically.
Generate PDF or PowerPoint exports of Power BI reports and deliver to stakeholders.
Trigger when analyst consensus estimates for revenue, EBITDA, or EPS change materially.
Detect when S&P publishes new quarterly financials, restates, or updates historical periods.
Monitor Capital IQ screens and trigger when new companies meet defined financial criteria.
Retrieve income statements, balance sheets, cash flow, and ratios for specified companies or lists.
Execute saved or dynamic screens against Capital IQ universe with custom financial filters.
Pull M&A precedent transactions, deal multiples, and comparable company data for analysis.
Join investment and finance teams using Redbird AI to sync S&P Capital IQ and Power BI. Build your first workflow in minutes without API documentation or data engineering.