Connect Oracle Financials and
Square with AI

Automate reconciliation between your enterprise ERP and payment data. Stop manually exporting Square transactions, mapping revenue codes, and chasing down settlement discrepancies. Redbird syncs payment data to Oracle Financials and keeps your general ledger current without spreadsheets.

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 settlements to Oracle cash accounts daily

Match Square payment settlements to bank deposits and post reconciled cash receipts to Oracle GL accounts automatically. Redbird validates settlement amounts, identifies discrepancies, and creates journal entries with location and sales channel detail intact.

Sync Square sales transactions to Oracle revenue accounts by location

Stream itemized Square sales data into Oracle sub-ledger or directly to revenue GL accounts with proper location, department, and product segmentation. Maintain transaction-level detail for audit while rolling up to consolidated financial statements.

Post Square refunds and chargebacks to Oracle accounts receivable

Automatically create offsetting AR entries in Oracle when Square processes refunds, chargebacks, or payment disputes. Redbird maps Square customer records to Oracle customer master data and applies proper revenue reversal treatment.

Send Oracle invoice data to Square for customer payment processing

Push approved Oracle AR invoices to Square as payment requests or invoices, enabling customers to pay through Square's payment channels. Automatically update Oracle when Square records payment, closing the invoice and clearing receivables.

Alert finance team when Square deposit timing mismatches Oracle forecast

Monitor Square settlement schedules against Oracle cash flow projections and notify treasury teams of timing gaps. Redbird analyzes historical deposit patterns and flags when actual settlements deviate from expected cash receipts.

Archive Square transaction detail to Oracle for regulatory retention

Systematically store itemized Square payment records in Oracle's financial archive with proper audit trail and retention tagging. Maintain point-of-sale transaction detail beyond Square's retention window while linking to consolidated GL entries.

Live in four steps

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

01

Connect your accounts

Authorize Oracle Financials 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 Oracle Financials' chart of accounts structure and GL segment hierarchies alongside Square's payment settlement logic, fee structures, and multi-location data model.

AI that maps Square payment data to Oracle's enterprise financial structure

Redbird interprets Square's transaction schemas—gross sales, fees, refunds, taxes, tips—and translates them to Oracle journal entries with correct debit/credit treatment and segment values. The platform learns your revenue recognition rules, understands how Square settlement timing affects cash accounting, and handles mapping between Square locations and Oracle cost centers or departments. No need to build custom field mappings or maintain transformation scripts as your chart of accounts evolves.

Chart of accounts mapping
Settlement reconciliation
Multi-location GL posting
Revenue classification logic
10×

faster payment-to-GL reconciliation vs manual Square exports and journal entry preparation

No CSV downloads, formula-based mapping spreadsheets, or manual journal import files

Auto-generated reports

Redbird can pull from Oracle Financials 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 Oracle Financials 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 Oracle Financials into Square, or from Square back into Oracle Financials. 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 payment events in Square or financial close activities in Oracle Financials—Redbird connects both systems in real time.

Oracle Financials
Triggers & Actions
Trigger

Journal entry posted to general ledger

Trigger when manual or system-generated journal entries hit specific GL accounts or cost centers.

Trigger

Account payable invoice approved

Start workflows when AP invoices reach approved status and are ready for payment processing.

Trigger

Financial period closed

Initiate reconciliation or reporting tasks when Oracle closes an accounting period.

Action

Create journal entry with multi-segment allocation

Post journal entries to Oracle GL with department, location, account, and project segment values.

Action

Update customer account balance

Modify Oracle AR customer records with payment applications or balance adjustments.

Action

Generate intercompany transaction

Create intercompany journals between Oracle legal entities with automatic balancing entries.

Square
Triggers & Actions
Trigger

Payment successfully processed

Start automations when Square completes card, cash, or digital wallet transactions.

Trigger

Settlement deposited to bank account

Trigger reconciliation workflows when Square transfers settled funds to your linked bank account.

Trigger

Refund issued to customer

Initiate revenue reversal processes when Square processes full or partial payment refunds.

Action

Create invoice for customer

Generate Square invoices with line items, payment terms, and customer contact details.

Action

Update item inventory quantity

Adjust Square product catalog inventory levels based on external systems or cycle counts.

Action

Record custom payment metadata

Attach custom attributes or notes to Square transactions for tracking and reporting purposes.

Oracle Financials
+
Square

Ready to connect your stack?

Sync Oracle Financials with Square and eliminate manual payment reconciliation. Redbird connects your enterprise ERP to point-of-sale data so your GL stays current without exports or spreadsheet mapping.

Get started → Book a demo