Square Banking Design HubWorkstream

Square Banking

Cash flow design including Checking Adoption (SPOS)

Explorations04
  1. 01

    Prototype · Checking + Debit

    Square Checking

    Welcome / Apple Wallet, card tracker, Banking home, Deposit / Transfer / card numbers

  2. 02

    Prototype · Banking

    Banking Overview

    Branch 3 Seller Banking overview / Decisions rail that Cash Desk evolves from

  3. 03

    Prototype · Agentic

    AI Vision (Cash Desk)

    Available hero, Approvals with evidence, propose → confirm; Square seller DS #101010 / #005AD9

  4. 04

    Prototype · Agentic · Tax · Mobile

    Banking Overview · Tax Set-Aside

    Square Checking DS mobile Overview — tax set-aside on Banking shell (Monochrome)

  5. 05

    Prototype · SPOS · Mobile

    Checking · Square Point of Sale

    iPhone SPOS: charge a sale on Checkout → Banking opens Welcome (animated debit card) → Not now reveals Banking home

References05
  1. 01

    Reference · Spend

    Ramp

    Spend approvals / control; job packages not chat theater

  2. 02

    Reference · Bill pay

    Melio

    Bill pay confirm / evidence before money moves

  3. 03

    Reference · Banking

    Mercury

    Calm SMB banking chrome + automation tone

  4. 04

    Reference · Cards

    Brex

    Cards + AI insights for business spend

  5. 05

    Reference · Assist

    Intuit Assist / QuickBooks

    Ambient finance assist / forecast reference