When the Square payout hits Ramp, Well already knows which charges it covers; the deposit lands with the gross-net-fee split pre-computed and the FX captured at settlement.
The Square connection reads your Square account through the Square MCP server using OAuth.
The Ramp integration connects your corporate card and expense management platform to Well.
Square shows the money coming in while Ramp shows the money going out, and without a shared record the two never line up until someone reconciles them by hand.
Well reads the transactions and customer records from Square and reads the account and transaction records from Ramp, matches them inside its own graph, and forwards the prepared document to your Ramp email-in address. Each side arrives resolved to the same company, so income and spend read against one counterparty instead of two disconnected feeds you have to join yourself.
Well reads a Square transaction and the matching Ramp records, resolves both to the same company, and forwards the prepared document to your Ramp email-in address so income and spend sit under one counterparty.
A customer on a Square sale and a record in Ramp that share one company are matched inside Well, so the forwarded document names a single resolved business rather than two look-alikes.
Well reads Ramp's own account and transaction records to check that a Square sale corresponds to real Ramp activity before forwarding anything, so nothing is paired on a guess.
The originating Square transaction stays linked to the document forwarded to Ramp, so the matched record traces back to the sale behind it.
Detects paid Square invoices with line items, applied discounts, and tax breakdown.
Pulls new customer records with name, email, and stored payment methods.
Captures chargebacks with the contested payment and reason code.
Captures the completed Square order with its line items, taxes, and the payment that settled it.
Captures successful card-present and card-not-present payments with currency, fees, and customer linkage.
Captures partial and full refunds with the originating payment id.
Pulls the tip amount off the payment so it can be routed separately.
Detects the moment Square dispatches a payout batch toward your bank account.
Detects changes to a Square customer's name, email, or stored payment method and refreshes the company record.
5 fields flow from Square into Ramp.
| Square field | Label | Ramp field | Label | |
|---|---|---|---|---|
| payment.amount_money.amount | Payment amount | transaction.amount | Transaction amount | |
| payment.amount_money.currency | Currency | transaction.currency_code | Currency | |
| payment.created_at | Charge date | transaction.user_transaction_time | Transaction time | |
| payment.note | Description | transaction.merchant_name | Merchant | |
| payment.id | Charge id | transaction.id | Ramp transaction id |
3 fields flow from Square into Ramp.
| Square field | Label | Ramp field | Label | |
|---|---|---|---|---|
| invoice.invoice_number | Invoice number | matched_record.reference | Reference | |
| invoice.total_money.currency | Currency | matched_record.currency | Currency | |
| invoice.primary_recipient.customer_id | Customer | matched_record.id | Source id |
Click Connect with Square; Square's MCP server registers a Well client automatically. Square's MCP server registers a read-scoped Well client through DCR; no credential paste, no shared secret.
Well discovers Square's card payments, invoices, refunds, customers, payouts, disputes, and inventory adjustments and the the Ramp Bill Pay drafts queue awaiting approval. Payouts are anchored to the matching bank deposit with the fee split into its own ledger line, so reconciliation shows gross revenue and processor fees separately.
Click Connect with Ramp; the Ramp MCP server registers a Well client automatically. Ramp's MCP server registers a write-scoped Well client through DCR; no credential paste, no shared secret.
Each one answers a question from the data this pair brings in. The required ones return nothing until a source like it is connected.
Needs a source like these
Know how many months of cash you have at your current burn, with both sides of the division shown.
See how long your cash lasts if a customer pays late, leaves, or you hire.
Know how much cash you hold right now, with the accounts counted and the ones left out both stated.
See a company's or household's spend by category, supplier and trend; not for savings: use Subscription spend.
Find the double charges and price rises in your bank debits, each with the dates and amounts your bank shows.
Get a prioritized list of who to chase for payment, with their contact info and a message already drafted.
Know if payroll is safe, and which vendor bills to push if it is not.
Rank your most valuable customers by lifetime value, over a year you name or their whole life.
See how much of your revenue rides on a few customers, and what a late or lost one does to your cash.
Everything you know about one company, in one view.
Find what payment settled an invoice, or catch every payment that never got one.
Find the bills with no paperwork attached, before an auditor does.
Know which invoices are missing a legal line before your customer or the tax office does.
Know what you spend in an average month over a window you can see, with the months that carried no spend counted.
See the monthly run-rate of live subscriptions, or an invoice average when no typed subscriptions are present.
See the settled month-end cash series and where the line goes from the last complete month.
See how the month moved from opening cash to closing cash, with whatever does not reconcile named as its own step.
See which suppliers owe you paperwork, in each of your files, for a month, a quarter or this week.
Put a name on every settled expense that still has no invoice.
Walk the whole month-end sweep in one prompt.
Drive the month-end close from open to sent to your accounting tool.
Work through your open accounting items by category.
Close the category gaps behind your spend before you close a month.
The board numbers in one pass, each with its scope and its window stated.
See what you paid a supplier, how its price moved, and get the negotiation email drafted.
See what each scheduled supplier costs a month and a year, how it moved, and where your workspaces can save.
Act on a subscription you name or pick by number from a list: cancel, renegotiate or contest a double debit.
See what you spent on one category, such as groceries, this month and how that compares to a usual month.
See what in a month has not reached the ledger, and which pile each item sits in.
Compare your bank with your books, list the gaps, and re-run what missed rows.
Answers better with these connected
See which customers still owe you money: the unpaid and overdue invoices, how late each is, and the total.
See what you owe and when, ordered by due date with a running total.
See how much of your cash and receivables sit outside your reporting currency.
See exactly which agents would run, before any of them does.
Turn mixed currencies into one number you can actually audit.
See what you owe your suppliers, and how long each bill has been past due.
The measures you name, arranged on one board that stores the question rather than the answer.
See how much each customer billed in a period, ranked by revenue, with the part you could not place named.
See what each supplier invoiced you over a year, ranked, with unplaced invoices counted.
Claim a refund or a compensation with the evidence in hand, and know what to say when you call.
See the VAT position your data suggests for a quarter, and which invoices to fix first.
Find money owed back to you: refunds, credit notes, VAT credits, double debits, then unpaid customer invoices.
Read a month of payslips, or each of several months, and state, per person, gross pay plus the employee deductions and the employer charges the payslip printed, then list the payroll related bills paid from the bank that no payslip carries.
For each supplier that looks like a freelancer, read the purchase invoices, the payment rail and any contract Well holds, and state the facts a requalification question turns on, next to the papers your country expects you to keep.
Uses them when they are there
Connects and checks them
See what is connected, what is syncing, and what is missing.
Connect your AI apps and your tools, then see your business as one context graph.
Get the bank feed in, and confirm it is really live.
The companies you deal with that carry no tax identifier, listed before year end.
Well connects to Square through its MCP server, which issues short-lived access tokens via Dynamic Client Registration. Well never holds a long-lived Square secret; the server refreshes its own tokens on each session. Anything Well holds between Square and Ramp is encrypted at rest and handled in line with GDPR.
Read Square records
Scoped to card payments, invoices, refunds, customers, and related records. No access to anything else in your Square account.
Deliver documents to your Ramp inbox
Well forwards the extracted document to your Ramp email-in address; Ramp reads draft bills via email-in at the @ap.ramp.com address, with invoice number, vendor, payment details, and related records from it and you review and post. No write credential to Ramp is requested.
Modify or delete Square records
Not granted. Square is read-only on Well's side; the source of truth never moves.
Read other workspaces' data
Not granted. A session resolves only to the workspaces your account belongs to, and Well checks that membership before it returns any record.
Link both tools to Well so Square income and Ramp spend resolve to the same companies before anything reaches Ramp.
Other ways to connect Square or Ramp through Well.
Square
See the Square connector
Ramp
See the Ramp connector
Square → Freshbooks
Reconcile Square sales, refunds, and customer activity insid…
Square → Bill.com
Reconcile Square supplier-side activity inside Well, forward…
Ramp → Pennylane
Reconcile Ramp card transactions and bills inside Well with…
Bill.com
See the Bill.com connector
Melio
See the Melio connector
Soldo
See the Soldo connector
