Automate the flow of financial documents, invoices, and receipts between your document management system and accounting platform. Stop manually downloading files from SharePoint to attach to Xero transactions, or exporting financial reports to upload to document libraries.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When vendors upload invoices to a SharePoint folder, automatically create or match the bill in Xero and attach the source document. Redbird reads invoice metadata from SharePoint columns and maps it to the correct supplier, account codes, and tax rates in Xero.
Automatically save invoice PDFs, credit notes, and customer statements from Xero into organized SharePoint folders by client name and period. Maintain a complete audit trail in your document management system without manual exports or file naming conventions.
When employees upload receipts to a SharePoint expense folder, match them to pending Xero bank transactions or create new expense claims. Redbird extracts amounts, dates, and vendor details from receipt images to speed up bank reconciliation and compliance.
Automatically pull P&L statements, balance sheets, and cash flow reports from Xero, format them as PDFs or Excel files, and organize them in SharePoint folders by month and department. Include automated email notifications to stakeholders when new reports are available.
Monitor contract documents and renewal dates stored in SharePoint libraries, then trigger creation of renewal invoices in Xero based on contract terms. Redbird reads metadata from SharePoint document properties to populate invoice line items, pricing, and customer details automatically.
When purchase orders complete approval workflows in SharePoint, automatically create corresponding bills in Xero with the correct supplier, line items, and tracking categories. Maintain the link between the source PO document and the accounting entry for complete traceability.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize SharePoint 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 SharePoint's document metadata, column schemas, and folder structures and Xero's chart of accounts, tracking categories, and transaction types to automate financial document workflows intelligently.
Redbird maps SharePoint document libraries, content types, managed metadata columns, and custom properties to Xero's invoices, bills, contacts, and tracking categories. It recognizes when a SharePoint folder contains vendor invoices versus customer statements, extracts financial data from document properties or OCR, and routes information to the correct accounts and tax codes in Xero. The system handles version control, approval statuses, and folder hierarchies to ensure only finalized documents trigger accounting actions.
Faster than downloading financial documents from SharePoint and manually uploading to Xero transactions
Redbird can pull from SharePoint 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 SharePoint 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 SharePoint into Xero, or from Xero back into SharePoint. 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 document event in SharePoint or financial transaction in Xero, and take action across both systems.
Fires when a new file is added to a specific SharePoint document library or folder.
Triggers when column values or properties change on an existing document.
Fires when a document's approval status changes to approved or rejected.
Add a new file to a SharePoint library with specified metadata and folder location.
Modify column values, tags, or managed metadata on existing SharePoint documents.
Generate organized folder hierarchies based on client names, periods, or departments.
Fires when a new sales invoice is created or an existing invoice status changes in Xero.
Triggers when a supplier bill is approved and ready for payment in Xero.
Fires when new transactions appear in a Xero bank feed awaiting reconciliation.
Generate new invoices or bills in Xero with line items, tax rates, and contact details.
Upload and link supporting documents to specific invoices, bills, or expense claims.
Generate and retrieve P&L, balance sheet, or custom reports as PDF or Excel files.
Stop manually moving financial documents between SharePoint and Xero. Redbird automates the entire workflow from invoice receipt to accounting entry with complete audit trails.