Automate financial reporting between your accounting system and analytics platform. Stop manually exporting P&L statements, copying cash flow data into spreadsheets, or rebuilding dashboards every month. Redbird AI syncs Xero transactions and balances directly into Tableau, keeping your financial visualizations always current.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull current month P&L, balance sheet, and cash position from Xero into Tableau dashboards automatically. Financial metrics update hourly without manual exports. Executives see real-time financial performance without waiting for month-end reporting cycles.
Aggregate invoice aging, revenue recognition, and customer payment patterns from Xero for board-ready visualizations. Redbird extracts invoice line items and enriches with payment history to power cohort analysis. Transform raw accounting data into executive storytelling.
Monitor burn rate, runway, and cash thresholds in Tableau dashboards connected to live Xero balances. When metrics cross predefined limits, trigger notifications to finance stakeholders. Replace manual variance checks with automated financial monitoring.
Capture point-in-time Tableau financial dashboards tied to specific Xero reporting periods for compliance and audit trails. Store historical views of closed accounting periods even as live data continues updating. Maintain immutable records of financial reporting without version control chaos.
Analyze expense patterns in Tableau and update Xero tracking categories based on discovered trends. Apply data-driven classifications to improve future expense reporting accuracy. Close the loop between analytics insights and accounting system structure.
Match budget models and forecasts built in Tableau against actual transactions from Xero automatically. Calculate variance by cost center, project, or department without manual reconciliation. Surface budget-to-actual gaps the moment accounting data closes each period.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Tableau 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 both Tableau's calculated fields, parameters, and data extracts alongside Xero's chart of accounts, tracking categories, and multi-currency transactions.
Redbird maps Xero's account codes, tax types, and contact records to Tableau dimensions and measures automatically. It recognizes invoice line item structures, bank transaction feeds, and journal entry patterns, then translates them into dashboard-ready data models. The AI handles currency conversions, date alignments between fiscal periods and calendar views, and nested tracking category hierarchies. You get financial data that's already shaped for visualization without ETL scripting.
faster than building Tableau extracts from Xero CSV exports
Redbird can pull from Tableau 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 Tableau 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 Tableau into Xero, or from Xero back into Tableau. 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 automation from any dashboard refresh in Tableau or any closed transaction in Xero—Redbird handles the rest.
When a Tableau workbook or data extract completes its scheduled refresh cycle.
When a metric defined by Tableau calculations crosses a specified value or percentage change.
When a user publishes a new data connection or extract to Tableau Server or Online.
Generate a Tableau data extract using custom SQL against Xero's reporting tables.
Modify parameter values in published Tableau workbooks based on external data changes.
Apply custom tags or descriptions to Tableau workbooks for governance and discovery.
When a customer payment is recorded against an outstanding invoice in Xero.
When a bank feed transaction is matched and reconciled to a Xero account.
When an accounting period is locked in Xero, preventing further transaction edits.
Add new tracking categories or options in Xero based on analysis patterns from Tableau.
Modify description, account code, or tracking on specific invoice line items in Xero.
Trigger a custom financial report generation in Xero using specific date ranges and filters.
Stop rebuilding financial dashboards manually. Redbird AI connects Tableau and Xero so your finance team can focus on analysis instead of data prep.