Patricia works your Square.
Ask her in Slack. She reads the sales, tracks the payouts, and drafts invoices, but charging a card, issuing a refund, or sending an invoice waits for your yes.
@Pati how did the Fernbrook pop-up do this weekend, and did our payout hit yet?
Pulled the weekend from Square:
- 142 orders, $8,940 in gross sales, up 19% on last weekend
- Top seller was the launch bundle, 61 units
- Two refunds requested, $86 total, both waiting on your call
- Payout of $8,610 net is scheduled for tomorrow, not landed yet
- I can issue those two refunds, but only after you say yes.
Approve both refunds, and draft the July invoice for their retainer.
Both refunds staged and ready to issue on your go. The July retainer invoice for $3,200 is drafted below. I will not send it or move any money until you approve each one.
Patricia + Square
What she does in Square.
Real actions she takes on your say-so, not a list of API endpoints.
Read sales and orders
She pulls gross sales, order counts, top sellers, and trends across any window you name, so you can see how a location or a launch actually did without opening the dashboard.
Track payouts
Scheduled and completed payouts, fees, and net amounts surfaced, so you always know what hit your bank and what is still in transit.
Manage customers and catalog
Customers looked up and updated, and catalog items, prices, and variations kept current, so what sells and who bought it stays clean.
Draft invoices
A retainer or one-off turns into a clean Square invoice, priced and termed, ready to go. Sending it waits for your yes.
Stage refunds for your review
She lines up refund requests with the order and amount attached, so you can approve or decline in one glance. She never issues one on her own.
Keep money moves behind approval
Reading sales and drafting invoices runs on its own, but charging a card, issuing a refund, or sending an invoice moves real money, so it always waits for your explicit yes in Slack.
Say it like you'd say it
Things to ask her on day one.
How did the Fernbrook pop-up do this weekend?
Has our latest payout landed, and what were the fees?
Draft the July retainer invoice for Northwind
Which refunds are waiting, and stage them for me to approve
What are our top selling catalog items this month?
Better together
Square is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Square, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Square
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
Square connected
Ask
Mention @Pati with the job. Reading sales and payouts and drafting invoices runs on its own; charging a card, issuing a refund, or sending an invoice waits for your yes.
@Pati How did the Fernbrook pop-up do this weekend?
On it.
FAQ
Square questions, answered.
What can Patricia actually do in Square?
She reads payments, orders, and sales trends, tracks payouts and fees, manages customers and catalog, drafts invoices, and stages refunds. Around 96 distinct actions. Reading and drafting are instant; charging a card, issuing a refund, or sending an invoice waits for approval.
Will she charge a card or issue a refund on her own?
No. Charging a card, issuing a refund, or sending an invoice moves real money, so it is staged and shown to you in Slack first and goes only after your explicit yes. Reading sales and payouts and drafting invoices runs on its own.
Which Square plan do we need?
Any plan with API access to payments and invoices works. She connects through Square's official OAuth flow, the same way other approved apps do, and only sees the account you connect.
We run a separate Square account per client. Does each stay separate?
Each does. She acts only against the account named in the request, so one client's sales, payouts, and refunds never appear inside another's. Connect one account or several, and none of them can see each other's money.
What does the Square integration cost?
Nothing extra. Every integration is included, on every plan.
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Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.