Ideas to put to work
Square income that agrees with the books, and a clear view of what sells where.
Square matched to the ledger
Sofia compares Square payments and refunds with QuickBooks payments and lists any difference for your bookkeeper.
Revenue by location and item
Sofia reads orders by location and catalog item, builds the analysis in Excel, and shows what sells where.
Invoices from finished work
Sofia reads completed Trello cards for each client and creates and publishes the Square invoice, with your approval.
Subscriptions paused on request
When a client asks in Outlook to pause their plan, Sofia pauses the Square subscription, with your approval.
What Sofia can do with Square
Sofia reads and keeps current
- Payments
- Orders
- Invoices
- Customers
- Subscriptions
- Refunds
- Catalog items
- Locations and team members
Sofia does, with your approval where you want it
- Create and publish an invoice
- Create or update a customer
- Take a payment
- Refund a payment
- Create an order
- Create a subscription
- Pause, resume or cancel a subscription
- Update a catalog item
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- QuickBooksAccounting software for small and mid-sized businesses
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- TrelloKanban boards for tasks and projects
- Microsoft OutlookMicrosoft's email and calendar
XeroCloud accounting for small businesses
NetSuiteCloud ERP for finance and operations- FreshBooksInvoicing and accounting for service businesses
StripeOnline payments, invoicing and subscriptions
Let Sofia reconcile your Square account
Score your firm in three minutes, or talk to our team.