Automate the flow of market data, securities valuations, and FX rates from Refinitiv into Xero. Stop manually copying pricing data, updating investment positions, and reconciling currency conversions across your financial and accounting systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull end-of-day foreign exchange rates from Refinitiv and automatically update currency conversion rates in Xero. Ensures your multi-currency invoices, expenses, and financial reports use accurate, real-time market data without manual rate entry.
Monitor securities pricing in your Refinitiv feed and automatically update fixed asset or investment account values in Xero. Creates audit trails linking balance sheet positions to verifiable market data sources for reporting and compliance.
Pull investment positions and quantities from Xero, enrich with current market prices and analytics from Refinitiv, and generate comprehensive valuation reports. Eliminates manual lookups and spreadsheet calculations for portfolio reporting.
Monitor significant market movements, corporate actions, or pricing anomalies in Refinitiv and trigger notifications when accounting adjustments are needed in Xero. Includes relevant price changes, impact calculations, and suggested journal entry details.
Capture invoice data from Refinitiv service notifications and automatically create corresponding bills in Xero with correct GL coding, cost center allocation, and payment terms. Streamlines accounts payable for recurring data subscriptions.
Export financial performance metrics from Xero and make them available within Refinitiv analytics tools alongside market data. Enables investment managers and analysts to correlate operational financials with market conditions in a single environment.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Refinitiv and Xero 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 Refinitiv's complex financial data schemas and Xero's accounting structure, so your market data flows into the right accounts automatically.
Redbird automatically maps Refinitiv instrument identifiers (RICs, ISINs, SEDOLs) to Xero tracking categories and fixed assets. It understands FX rate conventions, corporate action adjustments, and how to translate market data into proper journal entries with correct debit/credit logic. The AI handles currency pair inversions, quote conventions, and time zone differences between market data timestamps and accounting period cutoffs without custom code.
faster than building custom Refinitiv API integrations and Xero sync scripts
Redbird can pull from Refinitiv and Xero 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 Refinitiv or Xero.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Refinitiv into Xero, or from Xero back into Refinitiv. 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 any market event in Refinitiv or financial transaction in Xero.
Triggers when market price for a specified instrument or RIC code is updated in Refinitiv data feed.
Triggers when dividend, split, merger, or other corporate action is published for a tracked security.
Triggers when Refinitiv news matches specified keywords, companies, or market event criteria.
Fetches latest bid, ask, or last traded price for specified financial instruments from Refinitiv.
Pulls time-series pricing, volume, and OHLC data for specified date ranges and instruments.
Retrieves financial statements, ratios, ownership data, or reference information for specified entities.
Triggers when new invoice is issued or payment is received against an accounts receivable invoice in Xero.
Triggers when new bank feed transaction appears in Xero awaiting reconciliation or categorization.
Triggers when accounts payable bill moves to approved status and is ready for payment processing.
Posts manual journal with specified debits, credits, account codes, and narration to Xero ledger.
Modifies asset register entry with new book value, depreciation schedule, or disposal information.
Sets or updates foreign exchange rate for specified currency pair and effective date in Xero.
Stop manually bridging market data and accounting systems. Connect Refinitiv and Xero with Redbird AI and automate your financial data workflows today.