Connect QuickBooks and
Workday with AI

Automate payroll reconciliation, expense syncing, and financial consolidation between your SMB accounting and enterprise ERP. Stop manually exporting payroll files, reconciling vendor payments, and copying headcount costs across systems.

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 QuickBooks payroll transactions to Workday for consolidated workforce costing

Automatically push completed payroll runs from QuickBooks into Workday's financial management module. Map employees, cost centers, and tax withholdings to match Workday's chart of accounts structure. Keep enterprise financial records accurate without duplicate data entry.

Push Workday employee onboarding data to QuickBooks for payroll setup

When new hires complete onboarding in Workday, automatically create employee records in QuickBooks with compensation, tax details, and direct deposit information. Ensure payroll is ready to run without manual setup. Eliminate delays and data entry errors between HR and accounting.

Reconcile QuickBooks vendor payments against Workday purchase orders and budgets

Match vendor invoices and payments from QuickBooks to corresponding purchase orders and budget line items in Workday. Flag discrepancies for review and update commitment tracking in real-time. Keep procurement and finance aligned without weekly reconciliation meetings.

Sync Workday headcount changes to QuickBooks for accurate expense forecasting

When Workday registers employee terminations, department transfers, or compensation changes, automatically update QuickBooks expense categories and budget projections. Maintain accurate cash flow forecasts based on current workforce costs. Eliminate the lag between HR decisions and financial planning.

Generate consolidated financial reports combining QuickBooks actuals and Workday workforce data

Pull revenue, expenses, and cash flow from QuickBooks alongside headcount costs, attrition rates, and department budgets from Workday. Create unified P&L statements with full labor cost visibility. Deliver executive reports without manual spreadsheet consolidation.

Alert finance teams when QuickBooks cash position requires Workday budget adjustments

Monitor QuickBooks cash flow and accounts receivable aging to detect shortfalls. Automatically notify budget owners in Workday when departmental spending needs to be revised. Enable proactive financial management without waiting for month-end close.

Live in four steps

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

01

Connect your accounts

Authorize QuickBooks 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 AI understands both QuickBooks' transaction-based accounting structure and Workday's enterprise financial and HR data models, so you can automate cross-system workflows without building custom integrations.

AI that speaks QuickBooks accounting and Workday ERP

Redbird automatically maps QuickBooks chart of accounts, payroll items, and vendor records to Workday's cost centers, worker IDs, and supplier master data. Our AI handles currency formatting, tax code translation, and date standardization across both platforms. You can reconcile payroll expense by employee, sync contractor payments to budget line items, and consolidate financial statements without writing transformation scripts or maintaining field mappings.

Payroll transaction mapping
Employee ID reconciliation
Chart of accounts alignment
Multi-entity consolidation
10×

faster than exporting QuickBooks data to CSV and uploading to Workday manually

No custom API development, no middleware platforms, no manual file formatting

Auto-generated reports

Redbird can pull from QuickBooks 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 QuickBooks 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 QuickBooks into Workday, or from Workday back into QuickBooks. 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 any transaction in QuickBooks or any workforce event in Workday, then take action across both systems.

QuickBooks
Triggers & Actions
Trigger

Payroll run completed

Fires when a payroll cycle is processed and finalized in QuickBooks.

Trigger

Invoice paid or overdue

Triggers when customer payment is received or invoice passes due date.

Trigger

Expense recorded above threshold

Fires when a vendor bill or expense transaction exceeds specified amount.

Action

Create or update employee payroll record

Add new employee to payroll or modify compensation, deductions, and tax settings.

Action

Record journal entry

Post accounting entries to QuickBooks general ledger with debits and credits.

Action

Generate financial report

Pull P&L statement, balance sheet, or cash flow report for specified date range.

Workday
Triggers & Actions
Trigger

New hire completes onboarding

Fires when employee record is activated with compensation and tax details.

Trigger

Employee terminated or transferred

Triggers when worker status changes or moves between departments or cost centers.

Trigger

Budget revision approved

Fires when department or project budget is updated and approved in Workday.

Action

Update worker compensation or cost center

Modify employee salary, bonus, or assigned department for financial tracking.

Action

Create purchase order or supplier invoice

Record vendor commitment or expense in Workday financial management.

Action

Post financial transaction

Record journal entry or adjustment to Workday general ledger with source references.

QuickBooks
+
Workday

Ready to connect your stack?

Join teams using Redbird AI to sync QuickBooks and Workday automatically. Stop reconciling payroll and vendor payments manually and start getting unified financial visibility across your accounting and ERP systems.

Get started → Book a demo