Review sales and catalogs, then reconcile payment activity with accounting records.
Example outcome
Create a safe catalog cleanup queue.
Agent examples
2 guides
Square gives an agent item, variation, category, price, order, payment, refund, and settlement context for a selected business workflow. A catalog audit can find missing fields, duplicate candidates, inconsistent naming, or variations that no longer follow the team’s rules.
The agent should preserve current values and show the item or transaction behind every proposal. Similar names do not prove two items are duplicates, and an unusual payment does not prove an error. Catalog changes, refunds, and other live commerce actions require an owner’s approval.
Square shows sales, payments, refunds, fees, and settlement context. Xero shows ledger records, account coding, tax fields, and reconciliation state. A combined workflow can prepare an exception queue for an accountant while preserving batch, fee, and timing differences. It should never post or reconcile entries by itself.
Combine plugins
Outcome pages can describe combinations: one plugin for source context, another for project tracking, and another for delivery or notifications. Use Square as one layer in a larger agent workflow when the outcome needs more than one connected app.
Available plugin capabilities
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