Automate the flow of market data, portfolio company financials, and investment tracking between your financial intelligence platform and accounting system. Stop manually exporting Capital IQ data and re-keying it into spreadsheets or accounting records.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull updated revenue, EBITDA, and cash flow metrics from Capital IQ for portfolio companies and sync them to custom tracking categories in Xero. Maintain current valuations and performance metrics without manual data entry.
When a new M&A transaction or advisory engagement is tracked in Capital IQ, automatically generate corresponding invoices or project entries in Xero. Keep deal pipeline and billing synchronized across systems.
Push actual revenue, expenses, and cash position data from Xero into Capital IQ custom fields for internal portfolio companies. Combine actuals with market comps and projections in a single platform.
Automatically pull financial data from both systems, compare actual performance in Xero against industry benchmarks and public comps from Capital IQ, and generate consolidated valuation reports. Eliminate manual reconciliation between systems.
Monitor credit ratings and financial health scores in Capital IQ for vendors and suppliers tracked in Xero. Send alerts when credit downgrades or material changes occur, enabling proactive risk management.
Automatically append revenue, employee count, ownership structure, and credit ratings from Capital IQ to customer and vendor contacts in Xero. Build richer context for credit decisions and relationship management directly in your accounting system.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize S&P Capital IQ 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 Capital IQ's data model—from company financials and estimates to screening criteria and deal structures—and how it maps to Xero's chart of accounts, tracking categories, and contact records.
Redbird maps Capital IQ's normalized financial statements, estimates consensus, screening results, and company identifiers to Xero's accounts, tracking categories, line items, and contact structures. The platform handles data type transformations between Capital IQ's time-series financial data and Xero's transactional accounting records, reconciles company identifiers across systems, and intelligently routes market data to the appropriate Xero entities and dimensions.
faster than exporting Capital IQ data to Excel and manually importing to Xero
Redbird can pull from S&P Capital IQ 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 S&P Capital IQ 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 S&P Capital IQ into Xero, or from Xero 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 Xero—from updated financials to new transactions.
Triggers when revenue, EBITDA, balance sheet, or other financial metrics are updated in Capital IQ.
Triggers when analyst estimates for revenue, earnings, or other metrics change materially.
Triggers when S&P or other credit ratings are upgraded or downgraded for a tracked company.
Execute a saved screening template with specific financial or market criteria and return results.
Retrieve current income statement, balance sheet, and cash flow data for a specified company.
Write data to custom fields in Capital IQ for portfolio or tracked companies.
Triggers when an invoice is created in Xero for a customer or project.
Triggers when a bank transaction is matched and reconciled to an account in Xero.
Triggers when financial statements are locked for a completed accounting period.
Add or update tracking categories and options for project, department, or portfolio segmentation.
Modify customer or supplier contact details, custom fields, or account settings in Xero.
Pull profit and loss, balance sheet, or cash flow reports for specified periods and entities.
Start automating data flows between S&P Capital IQ and Xero. Build workflows that sync market intelligence with your accounting reality—no Excel exports or manual re-keying required.