Shopify and Square, read together
Shopify is the store: every order, customer, product and payout, net of fees, refunds and discounts. Square takes the payment at the counter or online and deposits the net of fees, often a day or two later. An order in Shopify and a payment in Square should be the same event; fees, holds, refunds and payout timing make them two.
Liaison reads Shopify and Square together, ties each payment and payout to its orders, and tells you what you were actually paid, what the fees took, and which orders and payments do not have a partner.
Where Shopify and Square disagree
- Orders in Shopify marked paid with no matching charge in Square, and charges with no order.
- Payouts in Square that bundle days of orders, so no single day's sales ever equals a deposit.
- Refunds issued in Shopify that Square processed days later, or not at all.
- Disputes and chargebacks in Square on orders Shopify still shows as fulfilled and fine.
- Fees that vary by card, country and method, buried inside each payout.
Questions it answers across both
- “Does this week's Square payout match the Shopify orders it covers?”
- “What did payment fees cost us last month as a share of sales?”
- “Which orders were refunded in Shopify but the money never went back in Square?”
- “Which chargebacks are open, on which orders, and when is each due?”
What Liaison does with Shopify and Square
- Matches every Square charge and payout to Shopify orders and lists the unmatched ones on both sides.
- Flags open disputes and chargebacks with the order details, before the response is due.
- Writes the weekly payout reconciliation: orders, fees, refunds, net paid out.
- Drafts the dispute response from the order record, for you to review.
What it reads and does in each
Liaison across Shopify and Square, set up with you, for $629 a month.
- Connects to Shopify and Square with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what Shopify says, what Square says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison issue refunds or respond to disputes?
It drafts both and waits for your yes. Refunds move money, so they always wait; dispute responses go out only when you say so.
Does this replace the payment connection between Shopify and Square?
No. That connection stays as it is. Liaison reads both sides after the fact and finds what does not match.
Does it handle more than one currency?
Yes. It reports in the currency each system settles in and shows the conversion where Square applied one.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.