AI-native automation
Automate work across
Acumatica and 
PracticePantherby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run Acumatica and PracticePanther together.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Acumatica and PracticePanther together
- 01
Keep Acumatica and PracticePanther in lockstep.
Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.
Actions Caddi can take across Acumatica and PracticePanther
- PracticePanther
New contact
Triggers when a new contact is created in PracticePanther.
- PracticePanther
New matter
Triggers when a new matter is opened.
- PracticePanther
Event scheduled
Triggers when an event is added to the calendar.
- PracticePanther
Create contact
Add a contact with address, phone, and matter associations.
- PracticePanther
Create matter
Open a new PracticePanther matter with client and billing details.
- PracticePanther
Create task
Schedule a follow-up task against a matter.
- PracticePanther
Add time entry
Record time against a matter and activity code.
- PracticePanther
Add note
Log a timestamped note against a matter.
Common questions
How does Caddi connect Acumatica and PracticePanther?
Acumatica and PracticePanther just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Acumatica and PracticePanther end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Acumatica and PracticePanther to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Acumatica + PracticePanther loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Acumatica and PracticePanther?
Drop your work email and we'll show you Caddi running end-to-end against Acumatica, PracticePanther, and the rest of your stack.