Payments and point of sale

Put AI to work with Square

Sales, average ticket, refunds, inventory, and Square Team labor. We set up Claude for your business and connect it to Square, so your AI works with what you already have. No new software to learn, and nothing to switch.

Use Square? On a free 20-minute call we'll show you what your AI can do with it.

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Not ready to talk? See what it looks like: a sample dashboard for a made-up business.

What it helps with

Every plan works on a few priorities at a time. With Square connected, these are the ones it helps with most.

Get payroll in line

Schedule to the work, cut overtime you didn't plan, and keep labor steady as sales move.

  • Next week's schedule checked against booked work every Friday
  • Overtime approved before it happens
  • Monthly: labor as a share of sales

We'd track: Overtime hours per week

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Raise revenue per visit

Suggest the right add-on treatments and take-home products, the way your best provider already does.

  • A short add-on menu for each common treatment
  • Take-home products recommended at checkout
  • Your best provider's approach written down for everyone

We'd track: Average ticket

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Grow in-store sales

More sales at the register from events, displays, and bringing regulars back.

  • Displays refreshed around what's selling
  • One in-store event or reason to visit each month
  • Regulars invited back personally

We'd track: In-store sales per week

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Clear aged inventory

Turn stock that has sat for six months into cash with bundles, markdowns, and promotions.

  • A monthly aged-stock list, by dollars tied up
  • A plan for each: bundle, mark down, or return
  • Buying rules so it doesn't pile up again

We'd track: Stock with no sale in 180 days

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Buy smarter

Know what to reorder, what to drop, and how much to spend each month, based on what actually sells.

  • A monthly buying budget from real sales
  • Reorder list for what sells, drop list for what doesn't
  • Vendor orders checked against the plan before you buy

We'd track: Weekly sell-through

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Never run out of best sellers

Reorder your top products before they sell out, so customers don't leave empty-handed.

  • A weekly low-stock list for your top 50 products
  • Reorder points set from real sales speed
  • Back-in-stock messages for customers who asked

We'd track: Best sellers out of stock

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Also: Bring more people through the door · Bring labor in line with sales · Raise the average check · Cut voids and comps · Grow takeout and delivery · Fill the slow nights · Sell more in the tasting room

The numbers it gives us

Once Square is connected these come in on their own, and your dashboard shows each one against where you started. Nothing for you to type in.

  • Overtime hours per week
  • Average ticket
  • In-store sales per week
  • Stock with no sale in 180 days
  • Weekly sell-through
  • Best sellers out of stock
  • In-store transactions per week
  • Labor as a share of sales
  • Average check
  • Voids and comps per week
  • Takeout and delivery sales per week
  • Checks per week
  • Tasting room sales per week

How connecting works

On setup day we connect Square with you on the call. You approve the connection, and you can remove it at any time. We see the work your AI does and the numbers, not your conversations. How it works · Pricing

Also in payments and point of sale: Stripe · PayPal · Clover

Everything we connect to

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