Redbird AI syncs your Square sales data directly into SharePoint documents and dashboards. Stop manually exporting transaction reports, copying payment data into spreadsheets, and chasing down revenue numbers across systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Generate end-of-day transaction summaries from Square and save them as formatted Excel files in designated SharePoint folders. Maintain organized historical records without manual exports. Keep finance teams aligned with consistent, timestamped sales documentation.
Pull current sales metrics, refund rates, and payment trends from Square into SharePoint-hosted Excel or Power BI files. Replace static reports with live data feeds. Give leadership instant visibility into revenue performance across all locations.
Aggregate Square transaction data by store location and create formatted reports saved to location-specific SharePoint folders. Automate weekly or monthly reporting cycles. Ensure regional managers access standardized performance summaries without data team involvement.
Monitor Square refund activity and automatically create alert documents in SharePoint when daily or weekly refund volumes spike above defined limits. Include transaction details and affected products. Enable rapid response to potential payment issues or customer dissatisfaction trends.
When vendor agreements are finalized and stored in SharePoint, extract payment terms, contact details, and billing schedules to pre-populate Square invoice settings. Reduce invoice setup time and ensure billing matches contract specifications. Maintain consistency between legal documents and payment systems.
Record every Square inventory adjustment, stock addition, or product catalog change as structured audit entries in SharePoint. Build comprehensive inventory history without custom development. Support compliance requirements and operational reviews with searchable, centralized records.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize SharePoint 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 AI understands SharePoint's document libraries, metadata schemas, and permissions alongside Square's payment objects, location hierarchies, and transaction structures.
Redbird automatically identifies Square payment fields, refund records, item details, and location data, then structures them into SharePoint-compatible formats. The AI handles Square's nested transaction objects and maps them to Excel tables, list items, or formatted documents with proper metadata tagging. It recognizes SharePoint folder hierarchies, content types, and column definitions to ensure data lands exactly where your teams expect it. No manual schema mapping or custom scripts required.
faster than exporting Square CSVs and manually uploading to SharePoint
Redbird can pull from SharePoint 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 SharePoint 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 SharePoint into Square, or from Square back into SharePoint. 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 SharePoint document event or Square transaction activity and route data exactly where it needs to go.
Fires when new files are added to specified SharePoint document libraries or folders.
Triggers when custom columns or properties are modified on SharePoint documents.
Activates when entries are added or changed in SharePoint lists.
Generate new Word or Excel files in SharePoint from predefined templates with dynamic data.
Append or modify data in structured tables within SharePoint-hosted Excel workbooks.
Apply custom properties, tags, or column values to files in SharePoint libraries.
Fires when Square processes a successful card, cash, or digital wallet transaction.
Triggers when a full or partial refund is processed for any Square payment.
Activates when stock levels are adjusted manually or through sales in Square.
Generate and send new Square invoices with line items, due dates, and customer details.
Modify contact information, notes, or custom attributes in Square customer directory.
Increase or decrease stock counts for specific items across Square locations.
Stop manually bridging Square transaction data and SharePoint documentation. Redbird AI keeps your payment records, sales reports, and business documents in perfect sync across both systems.