Automatically sync customer success metrics with financial data across Totango and Xero. Stop manually cross-referencing account health scores with invoice status, payment history, and revenue trends. Let Redbird AI connect your customer lifecycle with your books.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull invoice aging, payment timeliness, and outstanding balance data from Xero into Totango account profiles. Surface payment delays or credit holds in health scores automatically. Give CS teams financial context without opening accounting software.
Start Totango success plays based on Xero payment events—kick off expansion conversations after on-time payments or escalate at-risk accounts when invoices go past due. Connect financial behavior directly to customer lifecycle automation.
When CSMs mark expansion opportunities as closed-won in Totango, automatically create corresponding invoices or quotes in Xero. Eliminate manual handoffs between customer success and finance teams.
Combine Xero revenue data with Totango health scores and engagement metrics to analyze which customer segments are most profitable and healthy. Surface patterns between product adoption, CS touchpoints, and actual revenue.
Monitor Xero for late payments or failed transactions from accounts with strong Totango health scores. Flag the disconnect immediately so CS can intervene before churn risk increases.
When accounts churn in Totango, automatically tag or categorize their invoices, payment history, and transactions in Xero. Maintain clean records linking financial performance to customer success outcomes for future analysis.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Totango 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 Totango's customer health models and Xero's accounting structure, so you can connect lifecycle data with financial reality without custom development.
Redbird's AI natively understands Totango's account hierarchy, health score components, success play stages, and touchpoint data alongside Xero's invoice structures, payment statuses, contact records, and chart of accounts. Map customer segments to revenue patterns, correlate engagement metrics with payment behavior, and enrich CS workflows with real-time financial context. No need to normalize schemas manually or build custom field mappings—Redbird handles the translation between customer lifecycle stages and accounting records automatically.
faster than exporting Xero data to spreadsheets and manually updating Totango fields
Redbird can pull from Totango 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 Totango 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 Totango into Xero, or from Xero back into Totango. 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 customer success event in Totango or financial transaction in Xero—Redbird connects both systems in real time.
Trigger when an account's health score crosses a threshold or changes status.
Trigger when a customer completes a lifecycle program or success playbook.
Trigger when a renewal or upsell opportunity is logged in the pipeline.
Write financial data like MRR, payment status, or invoice aging into custom Totango fields.
Launch automated touchpoint sequences based on payment events or revenue milestones.
Assign follow-up tasks when financial red flags appear in Xero data.
Trigger when a customer pays an invoice in full or makes a partial payment.
Trigger when an invoice passes its due date without payment.
Trigger when a new customer or vendor contact is added to Xero.
Generate invoices in Xero from Totango upsell or renewal opportunities.
Sync customer information changes from Totango to Xero contact records.
Tag Xero transactions with customer segment, health tier, or success program data.
Sync Totango with Xero in minutes. Stop toggling between customer success dashboards and accounting software to understand the full customer picture.