Sync S&P Capital IQ to Tableau automatically and eliminate manual data exports. Redbird AI keeps your financial dashboards current with the latest company financials, estimates, and market data — no Excel intermediaries, no stale snapshots.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When company financials or consensus estimates update in Capital IQ, Redbird pushes refreshed data to Tableau extracts. Investment teams see current multiples, growth rates, and earnings revisions without rebuilding dashboards.
Run screening criteria in Capital IQ, and Redbird automatically syncs the resulting company list with financial metrics to Tableau. Analysts maintain peer group dashboards that update as screening criteria evolve.
Monitor covenant-relevant financial ratios in Capital IQ and push changes to credit dashboards in Tableau. Credit teams track leverage, coverage, and liquidity metrics across portfolios without manual data pulls.
When transaction data updates in Capital IQ, Redbird syncs valuation multiples and deal structures to Tableau dashboards. Corporate development teams maintain current M&A comps without spreadsheet exports.
Redbird watches key financial metrics in Capital IQ and triggers alerts when thresholds are breached. Portfolio managers see which holdings require attention directly in Tableau dashboards.
Match portfolio holdings displayed in Tableau with Capital IQ credit data and risk analytics. Risk teams see enriched dashboards with ratings, default probabilities, and sector exposures without manual lookups.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize S&P Capital IQ and Tableau 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 Capital IQ's financial data structures and Tableau's data source schemas, so your automations work with company identifiers, time series financials, and multi-dimensional dashboards.
Redbird maps Capital IQ company identifiers to Tableau dimensions, handles normalized vs. reported financials, and manages time series data with proper period alignment. The platform understands fiscal year conventions, currency conversions, and estimate consensus methodologies. When financial statements update or estimates revise, Redbird determines which Tableau extracts, published data sources, and dashboard filters need refreshing.
faster than exporting Capital IQ data to Excel, then uploading to Tableau
Redbird can pull from S&P Capital IQ and Tableau 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 Tableau.
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 Tableau, or from Tableau 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 Capital IQ data updates or Tableau dashboard events, then take action across your entire financial analytics stack.
Triggers when quarterly or annual financials are reported for tracked companies.
Triggers when analyst estimates for earnings, revenue, or other metrics change materially.
Triggers when companies enter or exit saved screening criteria based on financial thresholds.
Retrieves specified financial metrics, estimates, or market data for a company list.
Executes screening criteria and returns matching companies with selected data points.
Pulls M&A or financing transactions matching specified criteria with deal metrics.
Triggers when specific dashboards are accessed, enabling usage-based data refresh logic.
Triggers after scheduled or manual extract refresh finishes, enabling downstream workflows.
Triggers when users modify dashboard filters, capturing interactive analysis patterns.
Initiates refresh of published extract with latest data from connected sources.
Pushes new data to published data source, updating all dependent dashboards.
Publishes new workbook or updates existing one with refreshed visualizations and data.
Stop manually exporting Capital IQ data and rebuilding Tableau dashboards. Redbird AI keeps your investment analytics current automatically, so your team focuses on insight, not data plumbing.