Connect Redshift and
Xero with AI

Automate the flow of financial data between your AWS data warehouse and accounting platform. Stop manually exporting transaction reports, reconciling revenue data across systems, or building custom ETL scripts to keep finance and analytics aligned.

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 Xero invoice and payment data to Redshift for revenue analytics

Automatically pull invoice, payment, and customer data from Xero into Redshift tables on a schedule. Join accounting data with product usage, marketing attribution, and customer behavior for complete revenue analysis. Keep your data warehouse updated without manual CSV exports or API scripts.

Push calculated revenue metrics from Redshift back to Xero tracking categories

Send segmented revenue figures, regional breakdowns, or custom financial metrics computed in Redshift back to Xero as tracking category values or custom fields. Enable accountants to see analytics-derived insights directly in their accounting workflow without switching tools.

Generate monthly financial reports combining Redshift analytics and Xero actuals

Automatically merge forecasted revenue from your data models in Redshift with actual transaction data from Xero. Create comprehensive finance reports that show variance analysis, budget vs. actuals, and trend projections. Distribute reports to stakeholders on a schedule without manual consolidation.

Alert finance when Redshift transaction volumes diverge from Xero records

Monitor transaction counts and revenue totals in both systems and automatically flag discrepancies. Catch missing payments, failed syncs, or reconciliation issues before month-end close. Get Slack or email alerts when Redshift event data doesn't match Xero financial records.

Archive historical Xero data to Redshift for long-term compliance and analysis

Automatically move aged invoices, bills, and transaction history from Xero to Redshift for permanent storage. Maintain multi-year financial datasets for audits and trend analysis without bloating your accounting system. Keep Xero performant while preserving complete financial history.

Automate customer cohort analysis by joining Xero revenue with Redshift behavioral data

Combine customer lifetime value calculations from Xero payment history with product usage, support tickets, and engagement metrics in Redshift. Build automated cohort reports that show which customer segments are most profitable. Update analysis daily without manual data pulls from accounting.

Live in four steps

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

01

Connect your accounts

Authorize Redshift and Xero 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 understands both Redshift's analytical table structures and Xero's financial object model, so you can automate data flows without writing transformation logic or maintaining brittle integrations.

AI that understands data warehouses and accounting systems

Redbird maps Xero's invoices, contacts, payments, and line items to your Redshift schema automatically. It handles nested JSON from Xero API responses, transforms currency fields, and maintains referential integrity across fact and dimension tables. The AI recognizes common patterns like revenue recognition, accounts receivable aging, and expense categorization, then structures data appropriately for analytical queries without manual schema mapping.

Invoice line item flattening
Multi-currency normalization
Payment reconciliation joins
Historical dimension tracking
10×

faster than building custom ETL pipelines between Redshift and Xero

No Python scripts, AWS Glue jobs, or manual CSV workflows required

Auto-generated reports

Redbird can pull from Redshift and Xero 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 Redshift or Xero.

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 Redshift into Xero, or from Xero back into Redshift. 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 event in Redshift or Xero, then take action across your entire data and finance stack.

Redshift
Triggers & Actions
Trigger

Query result threshold reached

Fire when a scheduled analytical query returns results meeting specific conditions or volume thresholds.

Trigger

Table updated or rows inserted

Trigger when new data arrives in specified Redshift tables or when row counts change.

Trigger

Data quality check fails

Detect null values, outliers, or schema changes in critical financial or transaction tables.

Action

Execute parameterized query

Run SQL queries with dynamic parameters from trigger data to fetch or transform specific datasets.

Action

Load data into table

Insert, upsert, or bulk load data from external sources into Redshift tables with proper type casting.

Action

Create or update materialized view

Refresh analytical views to incorporate new data for dashboard queries and reporting pipelines.

Xero
Triggers & Actions
Trigger

Invoice created or paid

Fire when new invoices are issued or when payment status changes to paid or partially paid.

Trigger

Bank transaction imported

Trigger when new bank feed transactions appear in Xero awaiting reconciliation or categorization.

Trigger

Contact or customer added

Detect when new customers or suppliers are created in your Xero organization.

Action

Create or update invoice

Generate invoices programmatically with line items, tax rates, and custom fields populated from external data.

Action

Record payment against invoice

Apply payments to outstanding invoices using transaction data from other systems or payment processors.

Action

Update tracking categories

Apply or modify tracking category values on transactions to segment financial data by department, project, or region.

Redshift
+
Xero

Ready to connect your stack?

Join finance and analytics teams using Redbird to sync Redshift and Xero automatically. Stop building custom integrations and start automating your financial data pipeline today.

Get started → Book a demo