Redbird AI syncs your Square payment data directly into Power BI dashboards and reports. Stop manually exporting transaction CSVs, reconciling sales by location, or rebuilding reports every time you need updated numbers.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull payment, refund, and transaction data from Square into Power BI semantic models as soon as sales are processed. Keep revenue dashboards current without manual exports or scheduled CSV imports.
Aggregate Square sales data by location, payment method, and time period directly in Power BI. Create interactive reports comparing store performance, peak hours, and payment trends across all your retail or restaurant locations.
Combine Square payment history with customer intelligence stored in Power BI datasets. Match transaction IDs to customer profiles, loyalty tiers, or demographic segments for deeper sales analysis.
Monitor Square transaction patterns through Power BI analytics and trigger alerts when refund rates exceed thresholds, chargebacks spike, or unusual payment volumes occur. Route notifications to finance or operations teams automatically.
Move older Square transaction records, inventory snapshots, and catalog changes into Power BI datasets for retention and historical reporting. Maintain multi-year sales trends without cluttering active Square data.
Generate morning reports that merge yesterday's Square transactions with Power BI sales forecasts and targets. Deliver formatted summaries to leadership showing actuals versus projections by location and product category.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Power BI 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 understands both Power BI's semantic layer and data modeling structure, and Square's transaction, payment, and catalog schemas—so your retail and payment data flows intelligently into visual analytics.
Redbird maps Square's transaction objects, payment methods, location hierarchies, and catalog items directly to Power BI tables, relationships, and measures. The platform recognizes Square's tender types, refund structures, and modifier schemas, then transforms them into Power BI-ready fact and dimension tables. Redbird also handles Power BI's incremental refresh requirements, partitioning strategies, and DirectQuery versus Import mode considerations—ensuring Square data lands in the right format for dashboard performance.
faster than building custom ETL scripts and manual Square API integration for Power BI datasets
Redbird can pull from Power BI 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 Power BI 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 Power BI into Square, or from Square back into Power BI. 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 automations from any event in Power BI or Square—from new payments processed to dashboard refresh completions.
Trigger when a Power BI dataset finishes refreshing, whether scheduled or on-demand.
Trigger when a Power BI measure or KPI crosses a defined threshold in a dashboard visual.
Trigger when a new Power BI workspace is created for organizing reports and datasets.
Add or modify rows in a Power BI dataset table, triggering automatic refresh if configured.
Initiate an on-demand refresh of a Power BI dataset to update all connected reports.
Generate a PDF, PowerPoint, or image export of a Power BI report page.
Trigger when a new card, cash, or digital payment is completed through Square.
Trigger when a full or partial refund is processed for a Square transaction.
Trigger when item stock counts update due to sales, restocking, or manual adjustments.
Add a new product or service to the Square catalog with pricing and variation details.
Adjust inventory quantities for catalog items across one or more Square locations.
Create and send a Square invoice to a customer with line items and payment terms.
Stop exporting Square transactions to CSV and rebuilding Power BI reports manually. Redbird keeps your payment data and dashboards in sync automatically.