For Finance Teams

Close faster. Report smarter.
Forecast with confidence.

Redbird automates the data-intensive work of financial reporting, variance analysis, and forecasting — so your finance team spends less time assembling spreadsheets and more time advising the business.

Get started Book a demo
The Challenge

Finance teams are built for judgment — but buried in data assembly

Finance challenge illustration

The close cycle is a manual marathon

Every month-end close involves pulling data from multiple systems, reconciling discrepancies, consolidating across entities, and building reports from scratch — consuming days that should be spent on analysis.

Variance analysis is tedious and error-prone

Comparing actuals to budget and prior period requires manually linking data from ERP exports, planning tools, and spreadsheets. One formula error can cascade through the entire deck.

Forecasting is a spreadsheet arms race

Rolling forecasts require constant manual updates as business conditions change. Finance spends more time refreshing models than interpreting what they mean.

The Solution

AI automation built for the financial reporting and analysis workflow

ERP / GL Actuals · Journal entries PLANNING Budget · Forecast REDBIRD AI Consolidate ! Flag Variances ACTUALS vs. BUDGET Sales ! Mktg R&D Actual Budget ! Variance Excel P&L · Variance Board Deck PowerPoint Mgmt Report Word doc Auditable Steps logged
01

ERP and financial system integration

Connect directly to your ERP, GL, planning tool, and other financial systems. Redbird pulls clean, structured financial data automatically — no manual exports or CSV wrangling.

02

Automated consolidation and reconciliation

Handle multi-entity consolidation, intercompany eliminations, and currency conversion logic automatically. Redbird applies your consolidation rules consistently every cycle.

03

Variance analysis on autopilot

Define your variance framework — actuals vs. budget, actuals vs. prior period, actuals vs. forecast — and Redbird runs the full comparison, flags material variances, and summarizes key drivers.

04

Financial report generation

Generate board packages, management reports, and departmental P&L summaries as formatted Excel workbooks, PowerPoint decks, or Word documents — directly from the workflow.

05

Auditable, repeatable process

Every data pull, transformation, and calculation is logged and reproducible. Your close process becomes a documented, auditable workflow rather than a collection of individual spreadsheets.

What teams automate with Redbird

Common finance workflows, automated end to end

01

Monthly close reporting package

Pull actuals from ERP, apply consolidation logic, run budget variance analysis, and generate a formatted management reporting package — ready for review before the close deadline.

02

Board presentation data refresh

Automatically update financial charts, KPI tables, and narrative commentary in a board-ready PowerPoint deck with the latest actuals every reporting period.

03

Budget vs. actuals variance report

Pull plan data from your forecasting tool and actuals from the ERP, calculate variances by cost center and GL account, flag items above threshold, and deliver a structured exception report.

04

Rolling forecast update

Ingest the latest actuals, apply your forward-looking assumptions, and regenerate the rolling 12-month forecast model — on a weekly or monthly cadence, without manual spreadsheet work.

05

Department spend report

Automatically generate department-level P&L summaries from the GL, and distribute formatted reports to budget owners on a set schedule.

06

Cash flow analysis

Pull AR, AP, and banking data, apply your cash flow logic, and produce a weekly cash position and forecast report for the CFO.

The Results

What finance teams achieve with Redbird

Days
Saved per monthly close cycle
On average, per monthly close cycle
Zero
Manual exports
Financial data pulled directly from source systems
100%
Auditable
Every calculation traceable back to source data
Same-day
Variance turnaround
Analysis that previously took 2–3 days delivered the same day
Works with your stack

Connects to the financial systems your team already uses

Works with every tool your finance team uses today — and anything you add tomorrow.

SAP SAP Oracle ERP NetSuite QuickBooks Workday Anaplan Adaptive Insights Salesforce Excel PowerPoint SQL databases + any tool you use

Ready to take the manual work out of financial reporting and analysis?

Finance teams at leading enterprises use Redbird to automate their close, reporting, and forecasting workflows.

Get started Book a demo