Connect PayPal and Square with AI

Automate payment reconciliation across your online and in-person channels. Stop manually matching transactions, exporting CSVs, or building custom scripts to sync PayPal and Square payment data.

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.

Reconcile PayPal online payments with Square POS transactions daily

Automatically pull transaction data from both PayPal and Square, match payments by customer or order ID, and generate unified revenue reports. Flag discrepancies for review and maintain a single source of truth for daily sales.

Sync Square refunds to PayPal customer records for dispute management

When refunds are issued in Square, automatically check for related PayPal transactions and update customer payment history. Create consolidated refund reports that span both payment platforms for accurate accounting.

Alert finance team when payment volume diverges between platforms

Monitor daily transaction volume in PayPal and Square, compare against historical patterns, and send alerts when discrepancies exceed thresholds. Include payment method breakdowns and potential causes for investigation.

Consolidate PayPal and Square fee data for margin analysis

Extract processing fees, dispute charges, and transaction costs from both platforms. Calculate blended payment processing rates, identify high-fee transactions, and generate monthly cost reports for finance review.

Enrich Square customer profiles with PayPal transaction history

When customers pay via PayPal online and Square in-store, merge transaction records to build complete customer payment profiles. Track lifetime value, preferred payment methods, and cross-channel purchasing behavior.

Archive end-of-day payment records from both platforms to data warehouse

Nightly export of all PayPal and Square transactions with standardized schemas for long-term storage. Maintain audit trails, enable historical analysis, and ensure compliance with financial record-keeping requirements.

Live in four steps

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

01

Connect your accounts

Authorize PayPal 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 AI understands PayPal and Square's payment schemas, transaction structures, and reconciliation logic—so you can automate cross-platform workflows without manual data mapping.

AI that understands payment platform data structures

Redbird maps PayPal transaction IDs, invoice references, and payer details to Square's payment records, location data, and customer profiles automatically. The platform recognizes different payment types, fee structures, and refund formats across both systems. Whether you're matching online PayPal checkouts to in-store Square payments or consolidating dispute data, Redbird handles schema differences and data normalization without custom code.

Transaction matching logic
Multi-currency reconciliation
Fee & payout mapping
Cross-platform customer identity
10×

faster than exporting CSVs and running VLOOKUP formulas

No manual transaction matching or spreadsheet reconciliation required

Auto-generated reports

Redbird can pull from PayPal 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 PayPal 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 PayPal into Square, or from Square back into PayPal. 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 payment event in PayPal or Square—new transactions, refunds, disputes, or payout completions.

PayPal
Triggers & Actions
Trigger

New payment received

Fires when a customer completes a PayPal transaction or invoice payment.

Trigger

Refund issued

Triggers when a full or partial refund is processed in PayPal.

Trigger

Dispute opened

Activates when a customer files a chargeback or dispute on a PayPal payment.

Action

Create invoice

Generate and send a PayPal invoice to a customer with line items and payment terms.

Action

Record payout

Log mass payout transactions or batch payments made through PayPal.

Action

Update transaction metadata

Add custom notes, tags, or reference IDs to existing PayPal payment records.

Square
Triggers & Actions
Trigger

Payment completed

Fires when a customer completes an in-person or online payment through Square.

Trigger

Refund processed

Triggers when a refund is issued for a Square transaction at any location.

Trigger

Daily sales summary ready

Activates when Square generates end-of-day sales and payment totals by location.

Action

Create customer profile

Add a new customer record in Square with contact details and payment preferences.

Action

Send invoice

Generate and email a Square invoice to a customer for outstanding balances.

Action

Update inventory levels

Adjust product quantities in Square's catalog based on sales or stock changes.

PayPal
+
Square

Ready to connect your stack?

Stop reconciling PayPal and Square payments manually. Redbird AI syncs transaction data, matches payments, and unifies reporting across your payment platforms.

Get started → Book a demo