Stripe
Payouts split into gross, fees and refunds.
Payments
Finly + Square
Payments · Two-way sync · Live since 2025 · About 8 minutes to connect
What it does
Finly reads Square's daily settlements per location and codes the takings, the tips and the fees apart. A shop's revenue reaches the right cost centre without anyone typing a Z-report into a spreadsheet.
What syncs
What moves, and which way.
Both directions, on every sync.Nothing here is a nightly batch —a record that changes at 14:02 is in the ledger before you look at it.
Square → Finly
- Card takings per location, as they settle
- Tips and gratuities, on their own line
- Processing fees, posted to their own account
- Refunds and voids, matched to the original sale
- Cash drawer totals, for the variance check
- Deposit batches, matched to the bank line
Finly → Square
- Ledger account codes, written back as metadata
- Reconciliation status on every deposit
- Location tag, so each shop stays separate
Connected
What it looks like once it is on.
Every settlement, already split.
Gross, processing fees and refunds land as separate lines against the same Square settlement, each on its own account.The bank line that arrives two days later matches without anyone touching it.
Before you start
What you need, and what it will not do.
You need a Square account with owner or administrator access and a Finly plan that includes bank feeds, which means Core and above.One Square account maps to one Finly entity, so a group running several entities connects each one separately —that separation is also what keeps the fee accounts apart at the close.Nothing is installed, and the key never leaves Finly.
Two things it deliberately will not do.It will not move money:Finly reads Square and never initiates a payout, a refund or a transfer, so a bad sync cannot cost you anything.And it will not rewrite history —activity that settled before you connected stays exactly as it is unless you ask for the ninety-day backfill, which is a separate run and a reversible one.
Related
Others in payments.
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