Connect NetSuite and
Square with AI

Sync Square sales, payments, and refunds directly into NetSuite without manual exports or reconciliation spreadsheets. Redbird AI automates the flow between your point-of-sale system and ERP so finance teams get real-time visibility across retail channels.

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-sync Square daily sales and payment batches to NetSuite journal entries

Every Square location's transactions flow into NetSuite as structured journal entries with proper GL coding, payment method breakdowns, and location dimensions. Finance teams eliminate daily manual reconciliation and close books faster with real-time POS data in the ERP.

Push NetSuite inventory counts and product updates to Square catalog in real-time

When inventory levels change in NetSuite or products are updated, those changes propagate to Square's catalog across all locations automatically. Retail teams avoid stockouts and overselling with synchronized inventory between ERP and POS systems.

Create NetSuite customer records and payment applications from Square invoice payments

When customers pay Square invoices, Redbird creates or updates the corresponding NetSuite customer record and applies the payment to outstanding AR balances. Accounting teams maintain accurate receivables without double-entry across systems.

Generate consolidated revenue reports by combining Square channel data with NetSuite financials

Redbird merges Square sales by location, payment method, and product category with NetSuite's multi-entity financial data to produce unified revenue reporting. Executive teams see complete retail performance without switching between systems or building custom integrations.

Alert finance when Square settlement amounts don't match NetSuite expected deposits

Redbird monitors Square payment settlements against expected deposit amounts in NetSuite and flags discrepancies automatically. Finance teams catch processing fees, chargebacks, or reconciliation errors immediately rather than discovering them during month-end close.

Archive Square refund transactions as NetSuite credit memos with proper GL impact

Every Square refund automatically generates a properly coded credit memo in NetSuite with original transaction references and correct revenue reversals. Accounting teams maintain audit trails and accurate financial statements without manual refund processing.

Live in four steps

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

01

Connect your accounts

Authorize NetSuite 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 NetSuite's complex multi-subsidiary chart of accounts structure and Square's transaction-level sales data, payment types, and location hierarchies to automate reconciliation intelligently.

AI that speaks both ERP financial structures and POS transaction schemas

Redbird maps Square's payment objects, item variations, and location-specific sales data to NetSuite's journal entries, subsidiary structures, and GL account hierarchies without custom field mapping. The AI understands how Square's gross sales, taxes, fees, and net settlements correspond to NetSuite's revenue recognition, cash application, and multi-entity consolidation logic. When Square transaction structures change or NetSuite accounting periods close, Redbird adapts automatically.

Square payment settlements to NetSuite cash receipts
Location-based sales to subsidiary journal entries
Item-level transactions to GL revenue accounts
Refund processing across both systems
10×

faster daily sales reconciliation vs CSV exports and manual journal entry

No middleware platforms, custom scripts, or accounting staff manually matching Square batches to NetSuite deposits

Auto-generated reports

Redbird can pull from NetSuite 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 NetSuite 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 NetSuite into Square, or from Square back into NetSuite. 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 automations from any sales event in Square or financial change in NetSuite and let Redbird handle the cross-system workflow.

NetSuite
Triggers & Actions
Trigger

Subsidiary or entity created

Fires when a new subsidiary or legal entity is added to NetSuite's organizational structure.

Trigger

Inventory item quantity updated

Triggers when inventory levels change for any item across NetSuite locations or warehouses.

Trigger

Accounting period closed

Fires when a financial period is locked in NetSuite, preventing further transaction posting.

Action

Create journal entry with line items

Posts a multi-line journal entry to NetSuite with specified accounts, subsidiaries, and dimensions.

Action

Update customer payment status

Applies a payment to open invoices or updates customer account balance in NetSuite AR.

Action

Generate custom financial report

Runs a saved search or custom report in NetSuite and exports results for analysis or distribution.

Square
Triggers & Actions
Trigger

Payment completed at location

Fires when any payment is successfully processed through Square at a specific retail or restaurant location.

Trigger

Daily sales batch settled

Triggers when Square completes end-of-day settlement and deposits funds to the connected bank account.

Trigger

Refund issued to customer

Fires when a full or partial refund is processed in Square for any previous transaction.

Action

Update catalog item inventory count

Adjusts available inventory quantity for a specific item or variation across Square locations.

Action

Create or update customer profile

Adds a new customer to Square's directory or updates existing contact and billing information.

Action

Send itemized sales report by channel

Generates a detailed breakdown of Square sales by product, location, or payment method for a date range.

NetSuite
+
Square

Ready to connect your stack?

Stop manually reconciling Square sales into NetSuite. Redbird AI syncs your POS and ERP systems automatically so finance teams close faster with accurate, real-time retail data.

Get started → Book a demo