Veltrix AI

Square

Included in all plans

Connect Square to see sales, customers, refunds, and locations in the same workspace as the books. Owners and operators get a quick view of performance. Finance teams and advisors can check deposits, spot changes, and prepare reviews faster.

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Installation instructions

1. Open Data Sources in Veltrix and click Connect on the Square tile.

2. Sign in to Square and choose the seller account you want to connect.

3. Approve the read-only permissions. Veltrix starts pulling your Square data immediately.

Use cases

Check the health of every location.

Ask about sales, customers, refunds, or which location changed most. Owners see what needs attention today. Finance professionals get review-ready numbers without exporting Square reports.

Compare Square with the books.

Connect QuickBooks or Xero to compare Square deposits, payments, and refunds with accounting records. Veltrix shows the amount and date behind a mismatch.

Catch unusual changes early.

Veltrix flags refund spikes, heavy discounts, slow locations, and other changes worth reviewing. Save the answer to a dashboard for the owner, team, or advisor.

Also good to connect

QuickBooks

Finance

Connect QuickBooks to automatically sync invoices, payments, and financial data. Keep your accounting records up to date without manual exports.

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Xero

Finance

Connect Xero to sync financial transactions, invoices, and accounting data in real time. Simplify bookkeeping and maintain accurate financial records.

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HubSpot

CRM

Integrate HubSpot to sync contacts, leads, and customer activity. Keep your marketing and sales data aligned with your workflow.

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Shopify

E-commerce

Connect Shopify to see real product performance — how orders, returns, discounts, and inventory affect your revenue and cash.

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Support

FAQs

Built from the first questions our trial users and advisors send us. Need something more specific? Chat with us — we usually reply within an hour on US business days.

Will connecting Veltrix change anything in my Square account?

No. Veltrix uses Square's official secure connection to read your sales data only. Veltrix cannot create, edit, or delete Orders, Payments, Customers, Catalog Items, or any other Square record.

Does Veltrix support multiple Square locations?

Yes. Every Square location you have is automatically included. Veltrix can show you each location separately or combined, and answer questions like "Which location is performing best this month?"

Can Veltrix reconcile Square against my accounting tool?

Yes — when Square is connected together with QuickBooks or Xero. Veltrix compares Square deposits, refunds, and payments against your accounting records, and tells you exactly where they don't match.

How does Veltrix handle Square's reporting limits?

Square does not expose a direct reports API, so Veltrix calculates Sales Summary and Payment Summary metrics from the underlying Square data on a monthly basis. The data Veltrix reads — Orders, Payments, Customers, Catalog Items, Invoices, Subscriptions, Locations — comes from every Square channel, including Square Online and Square's vertical apps.

Does the Square integration cost extra?

No. The Square integration is included in every Veltrix plan — Starter, Core, and Pro — at no extra cost. Veltrix's pricing is based on seats and plan tier, not on the number of Square locations you have or which tools you connect.

Can I disconnect Square from Veltrix later?

Yes. Go to Settings → Data Sources → Square → Disconnect. Veltrix immediately stops reading new Square data and removes its working copy of your Square data within 30 days.

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