Payments Integration
Best AI Assistant for Square
Carly is an AI assistant that connects to Square so you can check sales data, pull transaction summaries, manage invoices, and review deposits — all by email or text. No logging into the Square Dashboard.
Try Carly →What Carly can do with Square
Check daily sales and transactions
Text or email Carly to get your Square sales total, transaction count, and average order value for today, yesterday, or any date range. No Dashboard required.
Create and send invoices
Tell Carly who to invoice, for how much, and what it's for. She creates the invoice in Square and sends it to your client — no navigating the invoicing screen.
Track payment and refund status
Ask Carly about a specific transaction or refund and she pulls the status from Square instantly. Know exactly where a payment stands without searching through records.
Review deposits and settlement timing
Ask Carly when your latest Square deposits hit your bank account. She pulls deposit amounts, dates, and status so you can manage cash flow without checking the Dashboard.
Why business owners are using AI to manage Square
Square handles payments, invoicing, inventory, and reporting for millions of businesses. But staying on top of your numbers means logging into the Dashboard, navigating between locations, filtering date ranges, and exporting reports. When you're running a business, that's time you don't have between serving customers and managing operations.
AI tools for Square should give you instant access to your sales and payment data without the Dashboard detour. Instead of pulling up Square after close to check how the day went, you should be able to ask a quick question and get the answer. Your financial pulse stays visible because checking it takes seconds, not a five-minute login-and-click session.
How Carly works as your AI Square assistant
Carly connects to your Square account through the API. Once connected, you manage your payment data over email or text — just like messaging a bookkeeper who has real-time access to every transaction.
Want to know how today went? Text Carly and she pulls your sales total, transaction count, and average ticket size from Square. Need to send an invoice to a client? Email Carly with the details and she creates and sends it through Square. Wondering if a customer's refund went through? Ask Carly and she checks the transaction status instantly.
Because Carly works from outside Square, she can also cross-reference your payment data with your other tools. She can check your calendar to see which client meetings lined up with incoming payments, or pull your Square sales alongside your QuickBooks entries to spot discrepancies.
Who uses Carly with Square
Small business owners who process payments through Square but don't have time to check the Dashboard throughout the day. Restaurant and retail operators who want end-of-day sales summaries sent to them automatically. Service professionals who invoice clients through Square and want a faster way to create and track payments. If Square is where your money flows, Carly keeps you informed without the login.
See it in action
How to connect Square to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Square
Authorize the Square integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Square. She handles the rest.
Automate Square in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for Square?
Carly is an AI assistant that connects to Square and lets you check sales data, pull transaction summaries, create invoices, and review deposits — all by email or text. She works from outside the Dashboard so you never have to log in to stay on top of your numbers.
Can AI pull sales reports from Square?
Yes. With Carly, you text or email a question like "how did we do today?" or "pull last week's sales" and Carly returns your revenue, transaction count, and average ticket from Square within seconds. No exporting or filtering required.
How does Carly connect to Square?
Go to your Carly dashboard, click Connect next to Square, and authorize access. Once connected, Carly can pull sales data, create invoices, check transaction status, and review deposits from your Square account.
Can Carly create invoices in Square?
Yes. Email or text Carly with the client name, amount, and description, and she creates and sends the invoice through Square. You can also ask her to check on outstanding invoices or send reminders.
Does Carly work with multiple Square locations?
Yes. If you operate multiple locations in Square, Carly can pull data for a specific location or give you a combined view. Just specify the location in your message or ask for a breakdown across all of them.
Is Carly different from Square's built-in reporting?
Yes. Square's reporting lives inside the Dashboard and requires you to log in, navigate, and filter. Carly is an external assistant you email or text — she gives you on-demand access to your Square data wherever you are. She also connects Square to 200+ other tools like your calendar, CRM, and accounting software.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
Get Carly Today →Or try our Free Group Scheduling Tool or Free Booking Page