Redbird AI syncs financial intelligence from S&P Capital IQ directly into Snowflake—no manual CSV exports, no brittle API scripts, no data engineering bottlenecks. Your investment research, company financials, and market data flow automatically into your data warehouse, ready for analysis.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull income statements, balance sheets, and analyst estimates from S&P Capital IQ into structured Snowflake tables. Redbird maps financial statement line items to your schema and handles historical updates. Your modeling teams always work with the latest fundamentals without touching the API.
Extract screening criteria, financial metrics, and qualitative data from Capital IQ and materialize them as Snowflake tables for custom analytics. Redbird structures unstructured transcript data alongside quantitative metrics. Run proprietary screens across your entire warehouse without platform limitations.
Send portfolio company identifiers and custom metrics from Snowflake into Capital IQ for comparable company analysis. Redbird maps your internal company master to Capital IQ identifiers and syncs valuation multiples. Your deal teams benchmark against live market data without manual lookups.
Monitor S&P Capital IQ for credit rating downgrades, upgrades, or outlook changes for tickers stored in your Snowflake risk tables. Redbird triggers workflows when ratings shift, updating internal exposure dashboards and notifying portfolio managers. Credit risk monitoring runs automatically across your entire book.
Continuously ingest M&A deal terms, multiples, and transaction structures from Capital IQ into historical Snowflake tables. Redbird normalizes deal data and links to your internal deal pipeline. Your corp dev team builds precedent analyses on complete, queryable transaction history.
Match customer records in Snowflake to S&P Capital IQ company profiles and append revenue, employee count, ownership structure, and credit data. Redbird handles fuzzy matching and entity resolution across naming conventions. Your go-to-market teams segment and prioritize accounts using institutional-grade financial intelligence.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Snowflake and S&P Capital IQ 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 Snowflake's schema flexibility and S&P Capital IQ's hierarchical financial data structures—so you get clean, normalized tables without custom transformation code.
Redbird maps S&P Capital IQ's nested JSON responses—company hierarchies, financial statement line items, estimates consensus data, and transaction details—into normalized Snowflake tables that match your naming conventions. The AI handles entity resolution between Capital IQ identifiers and your internal company master, preserves time-series history with SCD Type 2 logic, and structures semi-structured transcript and filing data into queryable columns. No manual schema mapping or brittle field extraction scripts required.
faster than building Python scripts to sync Capital IQ data into Snowflake
Redbird can pull from Snowflake and S&P Capital IQ 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 Snowflake or S&P Capital IQ.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Snowflake into S&P Capital IQ, or from S&P Capital IQ back into Snowflake. 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 from any event in Snowflake or S&P Capital IQ—new data, schema changes, or financial updates—and automate what happens next.
Trigger when new records appear in a Snowflake table, like portfolio positions or customer accounts.
Detect when columns are added or modified in Snowflake tables you're syncing to Capital IQ.
Monitor a saved Snowflake query and trigger workflows when result sets change materially.
Write financial data from Capital IQ into new or existing Snowflake tables with automated schema mapping.
Load incremental Capital IQ data into staging tables for review before promotion to production schemas.
Trigger Snowflake stored procedures that process or validate incoming Capital IQ data automatically.
Trigger when quarterly or annual financial statements are revised or newly published in Capital IQ.
Detect when S&P or other agencies update ratings, outlooks, or watchlist status for tracked companies.
Fire workflows when Capital IQ records a new deal announcement matching your sector or size criteria.
Retrieve income statements, balance sheets, and cash flows for a list of identifiers from Snowflake.
Execute a screening formula in Capital IQ and return matching companies for ingestion into Snowflake.
Get valuation multiples and trading data for peer groups defined in your Snowflake comp analysis tables.
Stop exporting CSVs from Capital IQ and writing API scripts to load Snowflake. Redbird syncs your financial intelligence and warehouse automatically—so your analysts can focus on insights, not data plumbing.