Redbird AI syncs QuickBooks accounting data with Refinitiv market intelligence — automatically. Stop manually exporting financial statements for portfolio analysis, copying market data into expense reports, or reconciling investment positions across systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull current exchange rates and commodity prices from Refinitiv when QuickBooks generates cash flow statements. Redbird maps revenue and expense line items to relevant instruments, applies current pricing, and updates reports with market-adjusted valuations without manual lookups.
When QuickBooks records investment income or securities transactions, Redbird sends position details to Refinitiv for pricing and performance analytics. The system automatically calculates returns, benchmarks against indices, and creates comprehensive portfolio reports combining accounting data with market context.
Monitor QuickBooks expense transactions against Refinitiv commodity and services pricing indices. Redbird flags when vendor invoices for raw materials, energy, or professional services exceed market benchmarks by threshold percentages, triggering review workflows for procurement teams.
Automatically update QuickBooks stock-based compensation entries with current share prices from Refinitiv. When equity grants vest or options are exercised, Redbird fetches real-time valuations and adjusts expense recognition, ensuring GAAP-compliant financial statements without manual price checks.
Each time QuickBooks closes a quarter, Redbird captures P&L statements, balance sheets, and cash flow reports, then enriches them with Refinitiv data on market indices, sector performance, and peer company metrics from the same period. Complete financial packages are stored with full market context for board reporting and investor relations.
When QuickBooks maintains accounts receivable or payable in foreign currencies, Redbird automatically pulls daily FX rates from Refinitiv and updates unrealized gain/loss entries. Month-end revaluation happens without finance teams manually sourcing exchange rates or calculating currency adjustments.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize QuickBooks and Refinitiv 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 QuickBooks accounting structures and Refinitiv financial data schemas — so you can route transaction details, map instrument identifiers, and enrich reports without custom code.
Redbird's semantic layer interprets QuickBooks chart of accounts, transaction types, and financial statement hierarchies alongside Refinitiv instrument symbology, pricing fields, and reference data taxonomies. The platform automatically maps revenue line items to relevant market indices, matches vendor categories to commodity codes, and reconciles investment positions across both systems. When QuickBooks tracks forex gains or securities income, Redbird knows which Refinitiv instruments to query and how to structure the enrichment.
faster than exporting CSVs and running manual lookups in Excel
Redbird can pull from QuickBooks and Refinitiv 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 QuickBooks or Refinitiv.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from QuickBooks into Refinitiv, or from Refinitiv back into QuickBooks. 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 workflows from any event in QuickBooks or Refinitiv — invoices, transactions, price updates, or market alerts.
Fires when QuickBooks generates a new customer invoice, capturing line items, amounts, and currency.
Triggers when a new expense is entered or bank transaction is reconciled in QuickBooks.
Activates when QuickBooks produces a P&L statement, balance sheet, or cash flow report for a period.
Post a new journal entry to QuickBooks with debits, credits, accounts, and memo details.
Modify the account, class, or tags assigned to an existing QuickBooks transaction.
Update inventory item costs or market values in QuickBooks based on external pricing data.
Fires when Refinitiv publishes a new price, quote, or valuation for a tracked security or commodity.
Activates when Refinitiv detects a significant market event, news item, or threshold breach for monitored instruments.
Triggers when FX rates update in Refinitiv for specified currency pairs beyond a defined threshold.
Query Refinitiv for the latest bid, ask, or closing price of a security using RIC or ISIN identifier.
Pull historical or consensus financial metrics for a public company from Refinitiv reference data.
Extract time-series pricing, volume, or index performance data from Refinitiv for a specified date range.
Sync QuickBooks with Refinitiv in minutes and automate the manual data work between your accounting platform and market intelligence. Redbird handles the complexity so your finance team can focus on analysis, not data entry.