For Square merchants

Reporting that tells shops what to do next.

A SaaS reporting layer for Square merchants who need customer outreach lists, inventory actions, seasonal hour analysis, margin-aware category reporting, and clean owner-ready dashboards.

Built for the decisions Square does not surface.

Square is great at transactions. This platform turns the export or API feed into weekly business decisions: who to email, what to reorder, what to discount, when hours are worth it, and which categories are actually carrying profit.

Customers

Copyable outreach lists

Top customers, lapsed VIPs, missing-email opportunities, last visit, spend, and usual categories in one place.

Inventory

Reorder or discount

30, 90, and 360-day item movement flags strong sellers, seasonal risers, and stale products that need action.

Seasonality

Hours worth staying open

Compare sales by hour, weekday, and season so staffing and hours are based on actual store behavior.

Profit

Margin-aware reports

Layer category margin estimates over revenue so "best seller" starts meaning "best for the business."

Trends

Multi-year comparisons

Compare monthly sales across years, identify seasonal shifts, and separate normal cycles from real growth.

Events

Large order detection

Spot unusual orders and event-like baskets so owners can understand baseline sales without one-time spikes.

From checkout data to next week's plan.

Instead of staring at spreadsheets after close, owners get a private reporting workspace that turns sales history into focused actions for customers, inventory, hours, and categories.

Weekly owner readoutDecisions
Who deserves a thank-you note this monthTop 20
Which high-value customers are drifting awayAt risk
What to reorder before it disappearsRisers
What to discount, sample, or stop reorderingSlow movers
Monthly business reviewTrends
How this month compares to prior yearsYoY
Which categories create the strongest marginProfit
Which hours and days are worth staffingSeasonal
Which large orders are distorting normal salesEvents

Start with one shop.

Upload exports now. Connect Square next. Grow into a reusable reporting product without losing the concrete, owner-friendly insights that made the first dashboard valuable.

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