Square is one of the payment platforms Filed connects to. Ask Filed about the payments and customers at the locations the connected account can access, whether you are reconciling a client's revenue or checking activity before a deadline. Routines can repeat those pulls on a schedule.
Read access is always on. Write access is a separate setting your firm enables only after verifying the expected locations, and Square's own merchant and location permissions control what Filed can see.
How it works
- Review payment and customer information by location
- Support revenue reconciliation and review
- Prepare approved changes when Write is enabled
- Automate recurring payment checks with Routines
Ask Filed, in your own words.
Starting points for this connection. Swap the bracketed details for your client and your dates.
Summarize the Square information for [client name] for [date range].
Find items in Square that need review before [deadline].
With write access enabled, prepare the approved Square update and show the proposed changes first.
The questions firms ask us
Sign in through Filed's integration provider, Composio, with a user who can access the intended locations, payments, and customers, then approve access.
Filed only sees what the connected user can see. Confirm the Square user's permissions for those locations.
Only when your firm enables Write on the connection. The docs advise verifying the expected locations before enabling it.