Integrations · Accounting & Finance

AgentWorks agents connect to Square and automate accounting and finance operations.

Point-of-sale and payments for storefronts and service businesses. AgentWorks builds the agent around how your business uses it, and the agent records its work in your CRM so nothing it does is invisible. Get your assessment to see how it works in your business.

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What the agent does in Square

  • Your front-desk agent links each Square sale to the customer who booked, so repeat buyers are visible.
  • It sends the thank-you and the rebooking reminder after a visit.
  • It gives the owner a weekly view of who came back and who did not.

Where the work is recorded

An agent that cannot record what it did is a chatbot. Every agent writes what was billed, paid, chased and flagged, on the client record, in the EngageSuite360 CRM your team already sees, so a person can pick up exactly where the agent left off.

Industries that run Square with agents

AccountingConstructionProperty ManagementConsultingLogisticsHealthcare

Other Accounting & Finance integrations

QuickBooks

Accounting software used by millions of small businesses.

Xero

Cloud accounting software for small businesses and their advisors.

FreshBooks

Invoicing and accounting software for service businesses.

Plaid

A service that connects apps to bank accounts.

Stripe

Online payments and subscription billing.