Automate the flow of transactional data, revenue records, and customer information between your enterprise database and cloud accounting platform. Stop manually exporting sales data, reconciling payment records, or building custom ETL scripts to keep your financials in sync.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull completed orders and sales records from your SQL Server application database and create corresponding invoices in Xero. Map product SKUs to chart of accounts, apply tax rules, and maintain customer records across both systems without manual data entry.
When payments are recorded or invoices are marked paid in Xero, update corresponding order and customer records in SQL Server. Keep your CRM, ERP, or custom application database current with the latest payment status and accounts receivable data.
Merge operational metrics from SQL Server with accounting data from Xero to produce comprehensive P&L reports, revenue analysis by product line, or customer profitability dashboards. Eliminate manual spreadsheet reconciliation and version control issues.
When new customer records are added to your SQL Server database, automatically create corresponding contacts in Xero with proper billing details, tax settings, and payment terms. Maintain a single source of truth for customer master data.
Compare bank deposits recorded in Xero against order and payment records in SQL Server to identify discrepancies, missing transactions, or reconciliation issues. Flag mismatches for review and auto-reconcile perfect matches.
Monitor for variances between revenue recognized in your SQL Server transactional database and invoiced amounts in Xero. Send notifications when thresholds are exceeded, helping catch revenue leakage, billing errors, or system integration failures early.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize SQL Server 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 AI understands both SQL Server's relational schemas and Xero's accounting data model, so you can automate financial workflows without writing complex stored procedures or API code.
Redbird analyzes your SQL Server table structures, foreign key relationships, and business logic to intelligently map transactional records to Xero invoices, payments, and contacts. It understands common ERP patterns like order headers and line items, customer hierarchies, and product catalogs. The AI handles data type conversions, currency formatting, tax code mapping, and Xero's specific validation rules without requiring you to maintain brittle transformation scripts or middleware.
faster than building SQL Server Integration Services packages or custom API connectors
Redbird can pull from SQL Server 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 SQL Server 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 SQL Server into Xero, or from Xero back into SQL Server. 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 database event in SQL Server or accounting transaction in Xero, and execute actions across both systems.
Trigger when records are added to customer, order, payment, or any custom table.
Detect when order status changes, payment flags update, or custom business logic conditions are met.
React when scheduled jobs, batch processes, or business logic procedures finish running.
Run SELECT queries to retrieve transaction data, customer details, or aggregate financial metrics.
Modify order statuses, payment flags, or sync timestamps based on Xero transaction outcomes.
Write reconciliation results, variance reports, or aggregated financial data back to SQL Server.
Trigger when new invoices are created, sent to customers, or marked as approved in Xero.
Detect when payments are recorded against invoices or bank transactions are reconciled.
React when customer billing information, tax settings, or payment terms change in Xero.
Generate invoices in Xero from SQL Server order data with proper line items, tax codes, and account codes.
Apply payments to existing invoices when payment records are confirmed in SQL Server.
Sync customer records from SQL Server to Xero contacts with billing addresses and payment preferences.
Stop building custom integration scripts between SQL Server and Xero. Let Redbird AI automate your financial data flows so your team can focus on analysis instead of data wrangling.