Connect Coupa and
Square with AI

Automate the flow between enterprise procurement and point-of-sale operations. Stop manually reconciling Square transactions against purchase orders, chasing down supplier invoices for retail spend, or piecing together expense reports from multiple payment sources.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Auto-reconcile Square supplier payments against Coupa purchase orders

When Square processes payments to suppliers or vendors, automatically match transactions to open purchase orders in Coupa. Flag discrepancies between payment amounts and PO values, and route exceptions to procurement for review.

Create Coupa expense reports from Square transaction data by location

Pull Square payment and sales data into Coupa as expense line items, categorized by location, department, or cost center. Eliminate manual data entry for retail and hospitality teams managing distributed point-of-sale spend.

Sync approved Coupa suppliers to Square invoicing for payment processing

When suppliers are approved in Coupa's procurement workflow, automatically create or update corresponding vendor records in Square. Ensure only vetted suppliers can receive payments through Square invoicing.

Alert procurement when Square refund volume exceeds PO budget thresholds

Monitor Square refunds and returns by supplier or category, and trigger alerts in Coupa when refund patterns suggest procurement issues. Surface supplier quality problems or inventory mismatches before they compound.

Generate consolidated spend reports combining Coupa AP and Square payment data

Merge accounts payable data from Coupa with Square transaction history to create unified spend analysis by supplier, category, and time period. Give finance teams a complete view of enterprise and retail payment activity without manual consolidation.

Route Square invoice payments through Coupa approval workflows by spend tier

When invoices are generated in Square above defined thresholds, automatically create corresponding invoices in Coupa for procurement approval. Enforce spend controls on point-of-sale invoicing while maintaining operational speed for smaller transactions.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Coupa and Square with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands both Coupa's procurement schemas and Square's transaction structures, so you can connect enterprise spend management with point-of-sale operations without middleware.

AI that speaks procurement and payments natively

Redbird maps Coupa's purchase order hierarchies, supplier records, and expense categories to Square's payment objects, location data, and invoice structures automatically. The platform recognizes when a Square transaction represents supplier payment versus customer revenue, matches payment methods to procurement policies, and reconciles multi-location transaction data against department-level budgets. No manual field mapping between enterprise procurement and retail payment systems.

PO-to-payment matching
Supplier record sync
Multi-location expense categorization
Refund-to-procurement alerting
10×

faster spend reconciliation vs CSV exports and manual matching

No custom API development or payment gateway middleware required

Auto-generated reports

Redbird can pull from Coupa and Square simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Coupa or Square.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Coupa into Square, or from Square back into Coupa. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start workflows from procurement events in Coupa or payment activity in Square, then automate actions across both platforms.

Coupa
Triggers & Actions
Trigger

Purchase order approved

Fires when a PO moves through approval workflow and reaches approved status.

Trigger

Supplier invoice received

Triggers when a new invoice is submitted by a supplier in Coupa.

Trigger

Expense report submitted

Fires when an employee submits an expense report for approval.

Action

Create supplier record

Add a new supplier to Coupa with specified attributes and approval status.

Action

Update purchase order line items

Modify quantities, amounts, or status on existing PO line items.

Action

Generate spend analysis report

Create custom spend reports filtered by supplier, category, department, or date range.

Square
Triggers & Actions
Trigger

Payment processed

Fires when Square completes a payment transaction, including method and amount details.

Trigger

Refund issued

Triggers when a refund is processed for a previous transaction at any location.

Trigger

Invoice created

Fires when a new invoice is generated in Square for a customer or supplier.

Action

Create customer invoice

Generate a new invoice in Square with line items, due date, and customer details.

Action

Update inventory item

Modify product catalog details, pricing, or stock levels for specific items.

Action

Retrieve transaction history

Pull payment data filtered by location, date range, payment type, or customer.

Coupa
+
Square

Ready to connect your stack?

Sync Coupa and Square to automate spend reconciliation, supplier payments, and cross-system reporting. Stop bridging procurement and point-of-sale data manually.

Get started → Book a demo