Sync QuickBooks financials directly into S&P Capital IQ for modeling, benchmarking, and deal analysis. Stop exporting CSVs, reformatting statements, and manually updating comps—Redbird automates the data flow between your accounting system and financial intelligence platform.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push monthly financial statements from QuickBooks into your S&P Capital IQ models and comparable company screens. Redbird maps chart of accounts to standard financial line items, maintaining consistency across valuation frameworks and sector benchmarks.
Pull industry benchmarks, peer financials, and market multiples from S&P Capital IQ into QuickBooks for automated variance reports. Compare your actual performance against sector medians and public company comps without manual spreadsheet work.
Merge QuickBooks actuals with S&P Capital IQ peer data, credit metrics, and valuation multiples into formatted reports for board meetings or fundraising. Redbird reconciles statement formats and calculates ratios across both datasets automatically.
Monitor QuickBooks KPIs against S&P Capital IQ sector norms and trigger alerts when margins, growth rates, or leverage ratios fall outside target ranges. Automate early warning systems for covenant compliance and performance tracking.
Snapshot QuickBooks financials alongside S&P Capital IQ peer performance, index levels, and industry trends at each period end. Create auditable records that include both internal results and external market conditions for valuation and diligence.
Import analyst estimates, consensus forecasts, and peer growth assumptions from S&P Capital IQ to inform QuickBooks budget templates. Redbird translates sector-level projections into account-level budget line items aligned with your chart of accounts.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize QuickBooks 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 QuickBooks chart of accounts structures and S&P Capital IQ standardized financial templates—so you can move data between operational accounting and institutional-grade analysis without custom mapping.
Redbird maps QuickBooks account hierarchies, journal entries, and customer/vendor records to S&P Capital IQ's standardized financials, screening criteria, and model templates. The platform reconciles differences in period conventions, currency handling, and statement classifications—transforming SMB accounting data into investment-grade formats. Whether you're pushing actuals into comps or enriching budgets with market benchmarks, Redbird handles the structural translation automatically.
faster than exporting QuickBooks reports and manually reformatting for Capital IQ models
Redbird can pull from QuickBooks 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 QuickBooks 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 QuickBooks into S&P Capital IQ, or from S&P Capital IQ 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 automations from accounting close events in QuickBooks or data refreshes in S&P Capital IQ—Redbird connects both systems bidirectionally.
Fires when a new month, quarter, or year is closed in QuickBooks and P&L or balance sheet is finalized.
Triggers when a single transaction in QuickBooks meets or exceeds a specified dollar amount.
Detects when any QuickBooks account balance shifts by a defined percentage period-over-period.
Post new journal entries or adjustments to QuickBooks accounts based on external data or calculations.
Produce formatted P&L, balance sheet, cash flow, or custom reports from QuickBooks data on demand.
Apply QuickBooks class, location, or custom field values to transactions for segmentation and analysis.
Fires when S&P Capital IQ refreshes financial statements, estimates, or metrics for tracked companies.
Triggers when a company enters or exits a saved screen based on updated financial or market data.
Detects when S&P updates credit ratings, analyst estimates, or consensus forecasts for followed entities.
Insert new companies into S&P Capital IQ watchlists, comp sets, or custom screening groups programmatically.
Push revised financials, ratios, or assumptions into existing Capital IQ models or Excel-based templates.
Generate and retrieve comparable company tables, precedent transactions, or sector benchmarks from Capital IQ.
Sync QuickBooks and S&P Capital IQ in minutes. Redbird handles the schema mapping, data transformation, and ongoing automation—so your finance team can focus on analysis, not data wrangling.