Square Stores Now Fully Supported — Connect, Analyze, and Grow from One Unified Dashboard

We're excited to announce that PayHelm now integrates natively with Square — giving Square store owners the same enterprise-grade analytics, AI-powered insights, and business automation tools that thousands of Shopify, WooCommerce, and BigCommerce merchants already rely on every day.

Whether you're running a single Square storefront or managing dozens of client accounts, PayHelm brings everything together in one place: real-time sales data, profit reporting, traffic attribution, and an AI agent that works around the clock so you don't have to.

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Why Square Merchants Have Been Asking for This

Square has grown from a point-of-sale solution into a full ecommerce platform — and the merchants using it are increasingly sophisticated. They sell online and in-store, run loyalty programs, offer subscriptions, and manage inventory across multiple locations. What they haven't had — until now — is a single analytics command center purpose-built for the way modern ecommerce actually works.

PayHelm fills that gap completely.

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AI Agent: Your Always-On Business Intelligence Layer

The moment you connect your Square store, PayHelm's AI agent gets to work. It continuously monitors your sales patterns, flags anomalies, identifies your best-performing products and channels, and surfaces actionable recommendations — all without you having to pull a single report manually.

• Daily briefings delivered each morning with yesterday's performance, trends to watch, and suggested actions
• Natural language queries — ask "What was my best-selling category last month?" and get an instant answer
• Automated alerts when revenue drops, refund rates spike, or inventory gets critically low
• Campaign performance summaries tied directly to revenue — not just clicks or impressions

The AI agent learns the seasonality and rhythm of your specific business, so its recommendations get sharper over time.

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Profit-Based Reporting: Know What You're Actually Keeping

Revenue is vanity. Profit is sanity. Most analytics tools stop at gross revenue — PayHelm goes all the way to the bottom line.

With your Square data connected, you can build profit reports that factor in:

• Cost of goods sold (COGS) per SKU
• Square processing fees and transaction costs
• Shipping and fulfillment costs
• Refunds and chargebacks
• Advertising spend by channel

The result: a true profit margin view across every product, every location, and every time period. No spreadsheet gymnastics required. You'll immediately see which products look great on paper but quietly drain margin — and which quiet performers are actually your most profitable items.

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Traffic Analytics: Where Your Customers Actually Come From

Square tells you what sold. PayHelm tells you why it sold and who bought it.

Our traffic analytics layer maps the complete customer journey — from the first ad impression or organic search click all the way through to checkout on your Square store. You get:

• Multi-touch attribution across Google, Meta, TikTok, email, and organic channels
• Customer acquisition cost (CAC) broken down by source, campaign, and audience segment
• Repeat purchase rates and customer lifetime value (LTV) by acquisition channel
• Cohort analysis to understand how customer groups behave over 30, 60, and 90 days
• Geographic heatmaps showing where your best customers are located

When you know which channels bring in your most profitable customers — not just your most customers — every marketing dollar goes further.

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Business Automation: Work Smarter at Scale

PayHelm's automation layer connects your Square data to the workflows your team runs every day — eliminating the manual reporting loops that eat hours each week.

• Scheduled reports emailed automatically to owners, managers, or clients on your chosen cadence
• Inventory reorder triggers based on sell-through rate thresholds you define
• Marketing calendar sync — tie your campaign schedule to your revenue data to measure real impact
• Slack and email alerts for the KPIs that matter most to your business
• One-click data exports for accountants, investors, or board reporting

The goal isn't to replace your team — it's to free them from low-value work so they can focus on decisions that actually move the needle.

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Connect Multiple Square Stores to One Account

Many Square merchants operate more than one storefront — different brands, different locations, different product lines. PayHelm lets you connect all of them under a single account and analyze them together or individually, side by side.

• Switch between stores in one click from a unified dashboard
• Roll up revenue, profit, and traffic data across your entire portfolio
• Compare performance store-to-store with benchmarking views
• Set separate goals and KPI targets per store, then track them from the same screen

No more logging in and out of separate accounts or stitching together exports in a spreadsheet. Your entire Square operation lives in one place.

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Agency Hub: Manage Every Client from One Place

If you're an agency or consultant managing Square stores on behalf of clients, PayHelm's Agency Hub was built for you.

The Agency Hub gives you a bird's-eye view across every client account you manage — Square, Shopify, WooCommerce, BigCommerce, Wix, and more — all from a single login. No more siloed dashboards, no more switching between client credentials, no more manually assembling client reports.

What the Agency Hub includes:

• Client portfolio overview — see every store's revenue, profit, and trend direction at a glance
• White-label reporting — generate and schedule branded reports for each client automatically
• Health score monitoring — get notified when any client store shows a performance dip before the client notices
• Unified billing and seat management — one subscription, all your clients, clear access controls

Account-Level Permissions and AI Tooling Controls

One of the most-requested features from agency partners is granular control over what team members and clients can see and do. PayHelm's permission system lets you:

• Assign viewer, analyst, or admin roles per user, per store
• Restrict access to specific stores, reports, or data ranges for individual team members
• Grant clients read-only access to their own dashboards without exposing cross-client data
• Toggle AI tooling on or off per integration — decide exactly which data sources the AI agent can access and surface in its recommendations
• Enable or disable specific AI features (alerts, briefings, natural language queries) per account or per user role

This makes PayHelm safe to deploy across large teams and client organizations where data governance matters — which, for enterprise and agency work, it always does.

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The Ecommerce Landscape We Now Fully Cover

PayHelm connects to every major ecommerce platform — either through a direct native integration or via our open API and Zapier layer that handles enterprise platforms like Magento, Squarespace, Salesforce Commerce Cloud, and dozens more. Here is every platform we support and exactly how we cover it:

Platform share estimates based on publicly available ecommerce market data, 2025–2026. Amazon, eBay, Walmart, and Etsy are first-class direct API integrations. API & Zapier coverage routes additional platforms through PayHelm's open REST API or Zapier automation layer.

PayHelm covers 100% of the ecommerce market across storefronts and marketplace channels — with first-class native API connections to Amazon, eBay, Walmart, and Etsy alongside every major store platform, from a single Square storefront to a global Salesforce Commerce Cloud deployment running thousands of SKUs.

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Get Started with Your Square Store Today

Connecting your Square store takes under two minutes. No code, no custom setup, no waiting for a developer. From the PayHelm dashboard, navigate to Integrations, select Square, and authorize the connection. Your historical data begins syncing immediately, and your AI agent starts building your first performance briefing right away.

If you're an agency looking to bring Square clients into your Agency Hub, reach out to our team and we'll get you set up with a dedicated onboarding session.

PayHelm is the analytics layer your Square store has been missing. Now it's here.