Automate the flow between sales and finance. Stop manually creating invoices from closed deals, chasing down revenue data for month-end close, or reconciling customer payments across systems. Redbird AI syncs Salesforce opportunities with Xero invoicing and keeps your financial records aligned with your sales reality.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
The moment a deal moves to Closed Won in Salesforce, Redbird generates a matching invoice in Xero with line items, customer details, and payment terms. Finance gets accurate invoices without manual data entry, and revenue recognition starts immediately.
When customers pay invoices in Xero, Redbird updates the corresponding Salesforce opportunity with payment status and date. Sales and CS teams see real-time payment information without asking finance for updates.
Redbird compares customer records between systems, identifies mismatches in company names, addresses, or billing details, and alerts your team to duplicates or inconsistencies. Keep your customer master data clean across sales and accounting.
Pull booked revenue from Xero and pipeline forecasts from Salesforce into unified financial reports. Leadership sees both committed revenue and future projections in one view, updated automatically each month.
When finance adjusts invoice amounts in Xero for discounts, credits, or corrections, Redbird syncs those changes back to Salesforce. Your CRM always reflects the true invoiced amount without manual reconciliation.
Redbird adds payment velocity, average days to pay, and outstanding balance data from Xero directly into Salesforce account records. Sales and CS teams see customer financial health during conversations, renewals, and upsell discussions.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Salesforce 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 AI understands both Salesforce's sales object hierarchy and Xero's accounting structure, mapping opportunities to invoices, accounts to contacts, and line items to general ledger codes automatically.
Redbird natively understands Salesforce opportunity stages, product schedules, and account hierarchies alongside Xero's invoice structure, chart of accounts, and tax treatment. The platform automatically matches Opportunity Products to Invoice Line Items, maps Account fields to Contact details, and handles currency conversions when your sales and accounting systems use different base currencies. When schemas change or custom fields are added in either system, Redbird adapts without breaking your workflows.
faster month-end close vs manual invoice creation and revenue reconciliation
Redbird can pull from Salesforce 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 Salesforce 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 Salesforce into Xero, or from Xero back into Salesforce. 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 sales event in Salesforce or financial transaction in Xero, then trigger actions across both systems.
Trigger when a deal moves to a specific stage like Closed Won, Negotiation, or Closed Lost.
Start workflows when a new customer account is added to Salesforce.
Detect when deal value changes and sync revenue expectations to accounting.
Write payment status, invoice numbers, or financial data back into Salesforce opportunity records.
Add new customers or enrich existing accounts with billing and payment information from Xero.
Log payment confirmations, invoice discrepancies, or finance alerts as Salesforce activities.
Trigger when a customer payment is recorded against an invoice in Xero.
Start workflows when finance manually creates an invoice that should sync to CRM.
Detect late payments and alert sales or customer success teams in Salesforce.
Generate Xero invoices automatically from Salesforce opportunity data with correct line items and tax codes.
Sync customer information from Salesforce accounts to Xero contacts for accurate billing.
Apply Salesforce-based dimensions like sales rep, region, or product line to Xero transactions for reporting.
Stop copying deal data into invoices and chasing payment status across systems. Redbird AI connects Salesforce and Xero so your sales and finance teams work from the same source of truth.