Automate the flow between your point-of-sale and enterprise ERP. Stop manually reconciling Square payments in Dynamics 365, exporting sales data for financial close, or copying transaction details across systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically post Square payment transactions to the correct revenue accounts and cost centers in Dynamics 365. Match sales by location, payment type, and product category to your GL structure without manual journal entries.
Match Square deposit batches to corresponding bank transactions in Dynamics 365 Cash Management. Flag discrepancies between expected and actual deposits, including processing fees and chargebacks, for accounting review.
Sync product SKUs, pricing, and descriptions from Dynamics 365 to Square locations. Maintain pricing consistency across enterprise systems and retail touchpoints while managing products in your ERP as the single source of truth.
Automatically generate customer records in Dynamics 365 when new customers make purchases or sign up through Square. Enrich ERP customer data with Square purchase history, preferred payment methods, and location preferences for unified customer intelligence.
Build automated financial reports in Dynamics 365 that merge Square point-of-sale revenue with other sales channels. Break down performance by location, product category, and payment method for comprehensive revenue analysis during period close.
Monitor Square refund volumes and automatically notify the accounting team when cumulative refunds require journal entries in Dynamics 365. Include transaction details, affected revenue accounts, and recommended GL adjustments for faster reconciliation.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 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 both Square's transaction schema and Dynamics 365's financial structures, so you can automate revenue flows without custom middleware or manual mapping.
Redbird learns your GL structure, location mappings, and revenue recognition rules to route Square transactions correctly. The platform understands Square payment types, fee structures, and settlement timing alongside Dynamics 365 entities like revenue accounts, cost centers, and customer master records. Automatically handle complex scenarios like split tender payments, partial refunds, and multi-location settlement batches without building custom integration logic.
faster than exporting Square CSVs and importing to Dynamics 365
Redbird can pull from Dynamics 365 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 Dynamics 365 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 Dynamics 365 into Square, or from Square back into Dynamics 365. 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 transaction in Square or any financial event in Dynamics 365, then automate what happens next.
Trigger when a fiscal period closes in Dynamics 365 to reconcile Square revenue.
Start workflows when new customer records are added to Dynamics 365.
Detect when product prices change in the Dynamics 365 product catalog.
Create general ledger entries in Dynamics 365 with account, dimension, and transaction details.
Modify customer account balances and payment history in Dynamics 365.
Generate cash management reconciliation entries for bank account matching.
Start workflows when Square processes a card, cash, or digital wallet payment.
Trigger when a full or partial refund is processed through Square.
Detect when Square settles a batch of transactions to your bank account.
Modify product prices across Square catalog and specific locations.
Add new customer records to Square with contact and purchase details.
Generate and send Square invoices to customers with payment terms.
See how Redbird AI can automate the flow between Square transactions and Dynamics 365 financials. Stop reconciling payments manually and close your books faster.