Connect SAP and
SharePoint with AI

Automate the flow of financial reports, procurement documents, and operational data from SAP into SharePoint. Stop manually exporting P&L statements, copying procurement PDFs, or rebuilding reports for your intranet — Redbird syncs SAP data into SharePoint documents and libraries automatically.

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.

Auto-publish monthly financial reports from SAP to SharePoint document libraries

Pull P&L statements, balance sheets, and cost center reports from SAP and publish formatted documents to designated SharePoint folders. Finance teams get updated reports without manual exports, and stakeholders access current financials through the company intranet.

Sync procurement documents and purchase orders from SAP to SharePoint

Automatically generate and store purchase orders, vendor contracts, and procurement approvals from SAP into SharePoint libraries. Procurement teams maintain audit trails and version control while eliminating manual document creation and filing.

Create compliance audit packages from SAP transactions in SharePoint

Package transaction logs, approval chains, and financial records from SAP into structured SharePoint folders for audit readiness. Compliance teams access complete audit trails without manual data gathering across SAP modules.

Update SAP master data from approved SharePoint document workflows

When vendor information forms or cost center change requests complete approval in SharePoint, automatically update corresponding master data in SAP. HR and finance teams eliminate duplicate data entry and reduce master data errors.

Generate production reports from SAP manufacturing data for SharePoint knowledge portals

Transform manufacturing order completions, WIP status, and production metrics from SAP into formatted reports published to SharePoint sites. Operations teams share production insights across the organization without manual report building.

Alert finance teams in SharePoint when SAP budget thresholds are exceeded

Monitor SAP cost centers and purchase requisitions, then post alerts to SharePoint team sites when spending approaches limits. Finance controllers get real-time visibility without constantly querying SAP reports.

Live in four steps

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

01

Connect your accounts

Authorize SAP and SharePoint 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 SAP's complex module structure and SharePoint's document libraries, sites, and metadata schemas to orchestrate seamless data flows between enterprise operations and collaboration.

AI that speaks SAP tables and SharePoint document structures

Redbird maps SAP financial hierarchies, procurement documents, and transactional data to SharePoint's library structures, content types, and metadata columns. The platform understands SAP's BAPI interfaces, table relationships across FI/CO/MM/PP modules, and how to structure that data into SharePoint documents with proper taxonomy and version control. Configure workflows that bridge SAP's operational complexity with SharePoint's collaboration features without custom ABAP code or middleware.

SAP table & BAPI mapping
SharePoint content type automation
Financial document generation
Multi-module data orchestration
10×

faster than building SAP-to-SharePoint integrations with custom development

No ABAP programming, SharePoint Designer workflows, or middleware infrastructure required

Auto-generated reports

Redbird can pull from SAP and SharePoint 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 SAP or SharePoint.

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 SAP into SharePoint, or from SharePoint back into SAP. 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 SAP transaction or SharePoint document event, then execute actions across both systems instantly.

SAP
Triggers & Actions
Trigger

Financial period closes

Trigger when SAP completes month-end or quarter-end closing processes.

Trigger

Purchase order created or approved

Detect new POs or approval workflow completions in SAP procurement.

Trigger

Cost center exceeds budget threshold

Monitor when actual costs cross defined budget limits in SAP controlling.

Action

Query financial data across modules

Pull P&L, balance sheet, or cost center data from SAP FI/CO tables.

Action

Export procurement documents

Generate formatted purchase orders, vendor records, or contract data from SAP MM.

Action

Retrieve production and manufacturing records

Extract production orders, work center data, or material movements from SAP PP.

SharePoint
Triggers & Actions
Trigger

Document uploaded to library

Trigger when files are added to specific SharePoint document libraries or folders.

Trigger

Approval workflow completed

Detect when SharePoint document approval processes reach final approval status.

Trigger

Metadata field updated

Monitor changes to specific SharePoint column values or content type properties.

Action

Create formatted document in library

Generate and publish documents to SharePoint with proper metadata and folder structure.

Action

Update site page or news post

Modify SharePoint intranet pages or publish news items with updated data.

Action

Set document permissions and metadata

Apply access controls, taxonomy tags, and content type metadata to SharePoint files.

SAP
+
SharePoint

Ready to connect your stack?

See how Redbird bridges SAP and SharePoint to automate financial reporting, procurement documentation, and enterprise data sharing without custom development or middleware.

Get started → Book a demo