Redbird AI connects your financial intelligence platform to your payment data — automatically. Stop manually exporting transaction data for analysis, copying revenue figures into models, or building custom scripts to reconcile market research with actual sales performance.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When corporate customers pay through Square, automatically pull their financial health metrics, credit ratings, and public market data from Capital IQ. Build real-time credit risk profiles based on payment history and third-party financial intelligence. Alert finance teams when high-value customers show deteriorating fundamentals.
Push daily Square sales data, refund rates, and payment volumes directly into your Capital IQ models and comps. Update revenue projections and valuation models with real-time transaction data instead of quarterly estimates. Maintain live P&L feeds for portfolio companies or internal business units.
Monitor Square customer payment patterns and automatically screen them against Capital IQ deal criteria — revenue thresholds, growth rates, industry classifications. Surface potential acquisition targets, investment opportunities, or strategic partners based on actual transaction performance and public market comps.
Automatically build reports that compare Square revenue trends, margins, and growth rates against public company benchmarks from Capital IQ. Layer in peer financial metrics, valuation multiples, and industry aggregates. Deliver context-rich performance analysis without manual data gathering.
When you track portfolio companies in Capital IQ, automatically monitor their Square payment activity if they use the platform. Compare reported financials against actual payment processing volumes. Flag discrepancies between public filings and operational payment data for due diligence.
Monitor Capital IQ for credit rating changes, financial restatements, or distress signals for companies in your Square customer base. Automatically update customer risk profiles, adjust payment terms, or trigger collections workflows when public financials deteriorate.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize S&P Capital IQ and Square 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 Capital IQ's financial data structures and Square's transaction schemas — so you can connect market intelligence with operational payment data without custom development.
Redbird natively maps Capital IQ company identifiers, financial statement line items, screening criteria, and estimates data to Square's transaction records, customer profiles, payment methods, and location-based sales data. The platform recognizes when a Square merchant matches a Capital IQ entity, reconciles revenue reporting differences between systems, and intelligently joins market benchmarks with actual payment performance. No need to manually build entity resolution logic or maintain custom field mappings.
faster than exporting Square CSVs and manually matching them to Capital IQ research
Redbird can pull from S&P Capital IQ and Square 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 S&P Capital IQ or Square.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from S&P Capital IQ into Square, or from Square back into S&P Capital IQ. 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 event in Capital IQ or Square — new research coverage, updated financials, payment thresholds, or revenue milestones.
Fires when a new company is added to your Capital IQ watchlist or existing coverage is materially updated.
Triggers when quarterly financials, estimates, or guidance are updated for tracked companies.
Detects when S&P or third-party credit ratings are modified for any entity in your workspace.
Build and execute new screens based on Square transaction patterns or custom financial criteria.
Push new revenue, margin, or growth assumptions into existing Capital IQ models or Excel templates.
Generate comparable company analysis enriched with Square payment data for matched entities.
Fires when a customer or location crosses a defined transaction volume, count, or dollar threshold.
Triggers when a payment is received from a new corporate customer above a specified amount.
Detects when refund volume or percentage increases beyond baseline for a location or customer segment.
Modify Square customer records with credit scores, financial health indicators, or risk flags.
Group Square customers based on Capital IQ attributes like industry, size, growth rate, or financial stability.
Build reports comparing Square transaction data against Capital IQ estimates or public company filings.
See how Redbird AI connects S&P Capital IQ with Square to automate financial analysis, customer intelligence, and revenue reconciliation — without custom integration work.