Connect Refinitiv and Square with AI

Sync market data with payment processing to enrich transaction records, reconcile forex exposure, and automate financial reporting. Stop manually exporting Square sales data and matching it against market rates, commodity prices, or currency fluctuations in 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.

Enrich Square transaction records with real-time foreign exchange rates from Refinitiv

Automatically append current FX rates to every Square payment in foreign currency. Calculate actual settlement amounts based on live market data at transaction time. Surface currency exposure and margin impact without manual lookups.

Update product pricing in Square based on commodity price movements from Refinitiv

Monitor commodity indices and raw material pricing from Refinitiv markets. Trigger pricing adjustments in Square catalog when input costs cross defined thresholds. Maintain margin targets automatically as market conditions shift.

Send Square revenue data to Refinitiv analytics for multi-location financial modeling

Push aggregated sales, refunds, and payment volume from Square locations into Refinitiv quantitative models. Combine POS performance with market benchmarks and economic indicators. Run comparative analytics across retail footprint and market conditions.

Alert finance teams when Square payment volumes diverge from market event expectations

Cross-reference Square transaction patterns with Refinitiv market event feeds and news alerts. Detect when local sales don't align with anticipated market impacts. Flag anomalies for immediate investigation without monitoring multiple dashboards.

Reconcile Square invoices against client equity positions and market values from Refinitiv

Match Square invoice amounts to customer portfolio valuations and holdings data. Verify billing accuracy for asset-based fees or performance-tied charges. Automate reconciliation between payment records and underlying financial instrument values.

Generate consolidated financial reports combining Square sales data and Refinitiv market benchmarks

Pull revenue trends, payment volumes, and category performance from Square alongside relevant sector indices and competitor data from Refinitiv. Build automated board reports that contextualize business performance against market conditions. Eliminate manual data gathering from disparate financial systems.

Live in four steps

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

01

Connect your accounts

Authorize Refinitiv 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 both Refinitiv's financial data schemas and Square's payment transaction structures, so you can connect market intelligence with operational revenue data without custom code.

AI that speaks both market data and payment processing

Redbird natively maps Refinitiv instrument identifiers, pricing hierarchies, and time-series data structures to Square's payment objects, location taxonomies, and catalog schemas. The platform handles timezone conversions between market data timestamps and transaction processing times, resolves currency code mismatches, and joins reference data across both systems. You describe the business logic—like enriching transactions with spot rates or flagging payments during market events—and Redbird handles the schema translation.

FX rate enrichment
Instrument price mapping
Multi-currency reconciliation
Market event correlation
10×

faster than building custom integrations between financial data feeds and POS systems

No API documentation interpretation, data format conversion, or scheduled ETL pipeline maintenance required

Auto-generated reports

Redbird can pull from Refinitiv 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 Refinitiv 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 Refinitiv into Square, or from Square back into Refinitiv. 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 workflows from market data updates in Refinitiv or payment events in Square—Redbird connects them instantly.

Refinitiv
Triggers & Actions
Trigger

Instrument price update

Fires when pricing data for a tracked security, commodity, or currency pair updates in Refinitiv.

Trigger

Market news alert published

Triggers when Refinitiv publishes news matching your topics, companies, or event types.

Trigger

Reference data changed

Activates when company fundamentals, ownership records, or instrument metadata is updated.

Action

Query time-series market data

Retrieve historical pricing, volume, or analytical data for specific instruments and date ranges.

Action

Fetch company financials

Pull earnings statements, balance sheet data, or regulatory filings for specified entities.

Action

Run quantitative analytics

Execute risk calculations, portfolio analytics, or custom quantitative models on Refinitiv datasets.

Square
Triggers & Actions
Trigger

Payment processed

Fires when a new card, cash, or digital payment completes through Square at any location.

Trigger

Refund issued

Triggers when a full or partial refund is processed for any Square transaction.

Trigger

Invoice paid

Activates when a customer completes payment on a Square invoice.

Action

Update catalog pricing

Modify item prices, variations, or tax settings in the Square product catalog.

Action

Create customer record

Add new customer profiles with contact details and metadata to Square.

Action

Generate sales report

Pull aggregated payment data, transaction summaries, or trend analytics from Square locations.

Refinitiv
+
Square

Ready to connect your stack?

Start syncing Refinitiv market data with Square payment operations today. Automate the financial enrichment and reconciliation work your team does manually across spreadsheets and dashboards.

Get started → Book a demo