Sync payment data, revenue, and employee sales metrics from Square directly into Workday for financial planning and workforce analysis. Stop manually exporting transaction reports and reconciling sales data across systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push end-of-day sales, refunds, and payment totals from Square into Workday's financial management system. Ensure revenue data feeds directly into budget tracking and variance analysis without manual CSV uploads or reconciliation.
Map Square location and device data to Workday organizational units and cost centers. Automatically attribute revenue to the correct departments and teams based on which employees processed transactions, enabling accurate P&L reporting by business unit.
Merge transaction-level sales data from Square with employee records, schedules, and compensation information from Workday. Create comprehensive reports showing sales per employee, conversion rates, and revenue attribution for commission calculations and performance reviews.
Monitor real-time payment processing volumes in Square against revenue targets and budget allocations stored in Workday. Trigger notifications when locations underperform or exceed projections, enabling proactive financial management and staffing adjustments.
Automatically adjust Square POS permissions, device assignments, and location access when employees change roles, transfer locations, or leave the organization in Workday. Keep payment system access aligned with current HR records without manual admin updates.
Systematically move detailed payment records, refund documentation, and invoice histories from Square into Workday's document management and audit trail systems. Maintain comprehensive financial records that link payment activity to GL codes and organizational hierarchies for regulatory compliance.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Square and Workday 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 Square's payment schemas and transaction structures alongside Workday's financial dimensions, cost centers, and organizational hierarchies, automatically mapping retail operations data to enterprise financial frameworks.
Redbird's AI automatically interprets Square payment types, tender methods, device IDs, and location hierarchies, then maps them to Workday's chart of accounts, cost centers, and worktags. It understands how to reconcile payment processing fees, handle multi-currency transactions, and attribute revenue to the correct organizational units. The system intelligently matches Square employee identifiers to Workday worker IDs and maintains referential integrity across both platforms' data models.
faster than exporting Square CSVs and uploading to Workday manually
Redbird can pull from Square and Workday 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 Square or Workday.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Square into Workday, or from Workday back into Square. 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 payment event in Square or any financial or HR change in Workday, with full bidirectional control.
Fires when a customer payment is successfully processed at any Square location or online checkout.
Triggers when Square closes the business day and total sales, refunds, and fees are finalized.
Activates when a refund is processed against a previous transaction, including partial refunds.
Pull complete payment records including line items, tender type, employee, and device information.
Generate aggregated sales totals by location, category, or time period for financial reporting.
Extract transaction history showing which team members processed payments and their sales volumes.
Fires when worker information changes including role, location, compensation, or employment status.
Activates when financial planning targets or cost center budgets are adjusted in Workday.
Triggers when organizational units or financial dimensions are added to the Workday structure.
Create financial journal entries with sales data mapped to appropriate GL accounts and cost centers.
Modify employee location, department, or supervisory organization based on operational changes.
Create custom reports combining revenue actuals with budgets, headcount, and organizational data.
Stop manually reconciling Square payment data with Workday financials. Redbird automatically syncs transaction records, maps revenue to cost centers, and keeps employee sales metrics current across both systems.