FinanceAI teammates for Square
Understand daily sales and follow up on payment failures.
Your Mate
Your result
The request
Summarize daily sales and flag failed payments
Result and follow-up
Review the work with your Mate.
More work to hand off
- Identify customers making repeat purchases
- Prepare invoices for completed orders
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
How approvals work
In Safe mode, your Mate can use connected Square tools without asking each time. Payments, refunds, and other financial actions still need your approval.
Connecting Square
- Connection
- Sign in with your account
- Setup
- About 10 minutes
Stripe
Shopify
QuickBooks
Slack