Redbird AI syncs your project boards with your accounting system automatically. Stop manually creating invoices from Trello cards, copying billing details between systems, or reconciling project timelines with financial records.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When project or service delivery cards reach completion stages, Redbird extracts client details, line items, and amounts from card descriptions and custom fields, then generates matching invoices in Xero. No more end-of-month invoice marathons from completed work.
Keep project teams informed by syncing invoice payment status back to client cards. When invoices are paid, partially paid, or overdue in Xero, Redbird updates card labels, due dates, or custom fields so delivery teams have visibility into billing status.
Redbird matches expense transactions in Xero to corresponding project cards in Trello based on descriptions, tags, or custom fields. Automatically calculate true project costs and margins by combining timeline data with actual financial spend.
When invoices in Xero become overdue or reach specified aging thresholds, Redbird automatically creates follow-up cards in designated Trello boards. Assign to account managers, add client context, and ensure receivables get appropriate attention in existing workflows.
Track contractor deliverables and approvals in Trello, then automatically generate corresponding bills or expense claims in Xero when cards move to approved stages. Redbird maps contractor details, amounts, and invoice references between systems for clean reconciliation.
When projects close, Redbird pulls final invoice amounts, payment dates, and expense totals from Xero and appends them to Trello cards before archiving. Create a complete project record that includes both delivery timeline and financial outcome in one place.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Trello 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 Trello's flexible card structure and Xero's accounting schema, so you can automate financial workflows without rigid field mappings or brittle integrations.
Redbird interprets how your team uses Trello custom fields, card descriptions, labels, and checklists to track billing information—then maps that intelligently to Xero's invoice line items, contact records, tracking categories, and account codes. The AI adapts to your board structure and chart of accounts without manual schema configuration. Whether you track project costs in card comments or custom fields, Redbird identifies the relevant financial data and syncs it accurately.
Faster invoice creation from completed project work
Redbird can pull from Trello 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 Trello 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 Trello into Xero, or from Xero back into Trello. 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 Trello or Xero—card movements, invoice updates, payment receipts, or expense approvals.
Trigger when a card enters a specific list like 'Ready to Invoice' or 'Completed'.
Trigger when specific labels like 'Billable' or 'Paid' are applied to cards.
Trigger when custom fields containing invoice amounts, client IDs, or billing dates change.
Add new cards to specific boards and lists with pre-populated client or financial details.
Modify custom field values like invoice numbers, payment status, or amounts.
Post comments with payment confirmations, expense summaries, or reconciliation notes.
Trigger when new invoices are generated in Xero for specific contacts or tracking categories.
Trigger when invoices are marked as paid or when partial payments are applied.
Trigger when bills or expense claims move through approval workflows or are paid.
Generate new invoices with line items, contact details, and tracking category assignments.
Record bills for vendors or expense claims for contractors with appropriate account codes.
Mark invoices as sent, approved, or void based on project status changes.
Sync Trello project workflows with Xero accounting automatically. Stop copying billing data between systems and start closing books faster with AI-powered automation.