Redbird AI automates data flow between your investment management system and payment platform. Stop manually reconciling transactions, exporting payment reports, or chasing down cash flow data across financial and retail operations.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull Square payment volumes, refunds, and settlement timing into Charles River for accurate cash positioning. Reconcile retail revenue streams with portfolio cash accounts without manual CSV uploads. Keep liquidity views current across both operational and investment systems.
When trades settle in Charles River, trigger Square account reviews to ensure sufficient operating cash for retail operations. Flag settlement timing conflicts that could impact payment processing capacity. Coordinate investment activity with day-to-day business cash needs.
Combine Square sales trends with investment portfolio returns for unified financial reporting. Correlate retail business performance with asset management revenue streams. Build comprehensive P&L views that span operational income and investment gains.
Automatically store Square transaction logs, customer payment histories, and refund records with Charles River audit trails. Maintain unified compliance archives for both retail operations and investment activities. Simplify regulatory reviews with cross-system transaction lineage.
Pull trade settlements, dividend income, and portfolio cash from Charles River alongside Square sales, refunds, and payment volumes. Build automated reports showing total enterprise liquidity across investment and operational accounts. Eliminate manual spreadsheet consolidation of disparate cash sources.
When Charles River calculates management fees or performance allocations, automatically generate corresponding Square invoices for client billing. Sync fee amounts, billing periods, and client identifiers between systems. Reduce billing cycle time and eliminate fee calculation transcription errors.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Charles River and Square 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 Charles River's order management and compliance data structures alongside Square's payment transaction and inventory schemas, handling the complexity so you don't have to.
Redbird maps Charles River's trade records, portfolio holdings, cash balances, and settlement cycles to Square's transaction IDs, payment types, refund events, and location-based sales data. Our AI handles currency codes, date-time synchronization across time zones, and reconciliation logic between investment cash flows and retail payment streams. You don't need to write custom middleware or maintain brittle field mappings — Redbird automatically adapts as both systems evolve.
faster than building custom integrations between investment management and payment systems
Redbird can pull from Charles River and Square 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 Charles River or Square.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Charles River into Square, or from Square back into Charles River. 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 workflows from any event in Charles River or Square — from trade execution to payment processing — and automate what happens next across your entire stack.
Fires when an order is filled and trade execution is recorded in Charles River.
Fires when pre-trade or post-trade compliance rules flag a violation or breach.
Fires when a scheduled or threshold-triggered portfolio rebalance finishes processing.
Modify portfolio cash balance to reflect external deposits, withdrawals, or operational cash movements.
Add audit trail documentation or exception notes to trade records for regulatory review.
Trigger portfolio analytics reports showing returns, risk metrics, and attribution for specified periods.
Fires when a customer completes a card, cash, or digital wallet transaction through Square.
Fires when a refund is processed, either full or partial, for a previous payment.
Fires when Square generates end-of-day sales totals by location, payment type, and product category.
Generate a new Square invoice with line items, amounts, due dates, and customer details.
Adjust product quantities in Square's catalog based on external stock changes or reconciliations.
Append payment history notes, account flags, or service details to Square customer profiles.
Stop manually reconciling investment cash flows with retail payment data. Redbird AI connects Charles River and Square so your teams can focus on portfolio management and customer service, not spreadsheet gymnastics.