# Squario

> Squario is an all-in-one operations platform for SMEs (small and mid-sized businesses) by The Square: CRM and pipeline, Scopify scoping and proposals with recorded client sign-off, projects, time tracking, budgets, expenses and profitability, dashboards, a client portal, custom fields, data models, automations and custom apps, with Squaria, an AI assistant, and an MCP server.

Who it's for: Small and mid-sized businesses that want sales, projects, time and margins in one place instead of spread across separate tools. Start with the core, then shape it with your own fields, tables and automations when your process calls for it. The Square, the team behind Squario, runs its own work on it.

## Product

[Modules](https://www.squar.io/modules): Every Squario module in one place: sales, delivery, finance, AI, platform and workspace. Start with one, add the rest as your business needs them.

### Sales

- [CRM](https://www.squar.io/modules/crm): Companies, contacts and leads in one place, with calls and notes logged on the record, reminders, saved views and duplicate detection.
- [Pipeline](https://www.squar.io/modules/pipeline): Several pipelines, stages you define and fields required per stage, with forecast categories, loss reasons and totals in one reporting currency.
- [Proposals](https://www.squar.io/modules/proposals): Build scopes and proposals from blocks with Scopify, price them, share them behind an access code, track views and record your client’s sign-off.

### Delivery

- [Projects](https://www.squar.io/modules/projects): Turn won scopes into projects, plan tasks with dependencies, and keep deliverables, approvals, risks and progress on one record in Squario.
- [Time tracking](https://www.squar.io/modules/time-tracking): A live timer, weekly timesheets you submit and lock, and rate cards per member, role or project, with every hour rolling into the project budget.
- [Client portal](https://www.squar.io/modules/client-portal): Give each client a space to follow their projects, open the documents you share and approve deliverables, with access checked on the server per grant.

### Finance

- [Expenses](https://www.squar.io/modules/expenses): Log what your business spends, allocate each cost to a project, company or deal, and let recurring subscriptions create their expenses on schedule.
- [Profitability](https://www.squar.io/modules/profitability): Rate cards, locked timesheets, budgets and allocated expenses roll into each project’s profitability, so you see the margin while work is in motion.
- [Banking](https://www.squar.io/modules/banking): Connect your bank accounts read-only through Powens, keep transactions syncing in the background and reconcile them against the expenses you logged.

### AI

- [Squaria](https://www.squar.io/modules/squaria): Squaria finds records, answers with charts and updates your workspace after you confirm. It runs as you, with your permissions and field restrictions.
- [MCP server](https://www.squar.io/modules/mcp): Connect Claude and other MCP clients to your Squario workspace over OAuth 2.1, with the same tools and permissions as Squaria. Included on paid plans.
- [Knowledge base](https://www.squar.io/modules/knowledge-base): Add your PDFs, Word documents and text files, plus a “how we work” note, so Squaria answers from your team’s knowledge, not just the product’s.

### Platform

- [Dashboards](https://www.squar.io/modules/dashboards): Dashboards over any record in Squario: six metrics, KPI to pivot charts, drill-through, auto-refresh and present mode. Or let Squaria draft one for you.
- [Automations](https://www.squar.io/modules/automations): Automate the repetitive steps in Squario: triggers on records and forms, IF conditions, record lookups, outgoing webhooks and a run history per step.
- [Data models](https://www.squar.io/modules/data-models): Build your own tables in Squario: record types with reference, formula, map and drawing fields, every view type, a schema diagram and field permissions.

### Workspace

- [Forms](https://www.squar.io/modules/forms): Publish multi-page forms on a public link. Answers arrive as records in your workspace and can create leads, trigger automations and notify your team.
- [Drive](https://www.squar.io/modules/drive): Store your team’s files in personal and shared folders, set viewer, editor or manager roles, restore from the trash and keep documents on each record.

- [Custom modules](https://www.squar.io/custom-modules): Add custom fields, data models, automations, forms and apps to Squario, and connect AI clients over MCP. Or let The Square build it for you.

## Developer documentation

- [Developer docs](https://www.squar.io/docs): Build with the Squario API. Authentication, live schemas, filters, cursor pagination, safe writes, associations and a complete endpoint reference.
- The documented public REST API is pre-release. Its production rollout is pending; check the documentation's availability notice before building against a live workspace.
- [Quickstart](https://www.squar.io/docs/quickstart) · [Authentication](https://www.squar.io/docs/authentication) · [API reference](https://www.squar.io/docs/api-reference) · [MCP](https://www.squar.io/docs/mcp)
- [OpenAPI specification](https://www.squar.io/docs/openapi.json): the complete machine-readable REST contract.
- [Developer guide for AI assistants](https://www.squar.io/docs/llms.txt): API conventions and links to the full documentation.

## Plans and pricing

- Free: €0, 1 member, no time limit, no card needed; 25 AI credits a month.
- Pro: €29 per active member per month (€290 per member billed yearly); 500 AI credits a month + 50 per member.
- Growth: €49 per active member per month (€490 per member billed yearly); 2,000 AI credits a month + 75 per member.
- Scale: €79 per active member per month (€790 per member billed yearly); 5,000 AI credits a month + 100 per member.
- Enterprise: custom pricing, quotas and seat terms, agreed per contract.
- Yearly billing gives 2 months free. Billing is per active member; pending invitations are not billed.
- There is no time-limited free trial: the Free plan is how you try Squario. You start on Free and upgrade from your workspace's billing settings.
- AI credits are shared by the workspace: 1 per Squaria chat turn or MCP tool call, 5 per Scopify AI draft. The MCP server is included on paid plans.
- Full comparison of quotas and features: https://www.squar.io/pricing

## Security

- Row-level security isolates each workspace's data.
- Permissions per role and per field, enforced on the server for people, for Squaria and for MCP clients alike.
- Two-factor sign-in (authenticator app or email one-time codes) and bot protection on sign-in.
- An activity log records who changed what, and when. GDPR tools export or erase a person's data, or delete a whole workspace.
- Product analytics run only with consent.
- Card payments are handled by Stripe; Squario never sees card numbers.
- Details: https://www.squar.io/security

## What Squario does not do today

- Client invoicing (budgets, time, expenses and profitability are tracked; invoices stay in your accounting tool)
- Gantt charts or capacity planning
- Meetings or video calls
- Team chat, or chat in the client portal
- Slack, HubSpot or Zapier integrations
- Gmail or Outlook inbox sync (Google and Microsoft calendars connect read-only)
- Single sign-on (SSO/SAML)
- SOC 2 or ISO 27001 certification
- A public status page
- A contractual uptime SLA

## Languages

- Website: English (https://www.squar.io/), French (https://www.squar.io/fr), Dutch (https://www.squar.io/nl), German (https://www.squar.io/de)
- App: English and French

## Company and contact

- Squario is made by Mathieu Schifflers and Sacha Dos Santos. The Square (https://the-square.io) is the company behind it: it runs its own work on Squario and builds custom apps inside Squario workspaces.
- Email: hello@squar.io
- [About](https://www.squar.io/about-us) · [Contact and demos](https://www.squar.io/contact) · [Changelog](https://www.squar.io/changelog) · [Blog](https://www.squar.io/blog)
- Start free: https://app.squar.io/auth?tab=register

## Optional