Meet Caddi in personILTACONAug 23–27Booth 159Future ProofSep 14–17Booth 248 · Zone 1

AI-native automation

Automate work acrossAdobe Acrobat and FreshBooksby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

Sign up freeFree for 14 days.

Help me automate time-and-project invoice in Adobe Acrobat and FreshBooks. Caddi builds the loop and runs it.

Adobe AcrobatProductivity
FreshBooksProductivity

See it on your stack

See Caddi run Adobe Acrobat and FreshBooks together.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.
  • Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with 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.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Adobe Acrobat and FreshBooks together

  • 01

    Create invoice in FreshBooks when new pdf uploaded in Adobe Acrobat.

    Caddi watches Adobe Acrobat for new pdf uploaded and create invoice in FreshBooks — no copy-paste, no missed records.

  • 02

    Create PDF in Adobe Acrobat when new invoice in FreshBooks.

    Caddi watches FreshBooks for new invoice and create pdf in Adobe Acrobat so the two systems stay in lockstep.

  • 03

    Record payment in FreshBooks from Adobe Acrobat events.

    When pdf processed happens in Adobe Acrobat, Caddi record payment in FreshBooks with the right context attached.

Actions Caddi can take across Adobe Acrobat and FreshBooks

  • Adobe Acrobat

    New PDF uploaded

    Triggers when a PDF is added to your Acrobat account.

  • Adobe Acrobat

    PDF processed

    Triggers when an OCR or extraction job finishes.

  • Adobe Acrobat

    Create PDF

    Generate a PDF from a document, image, or template.

  • Adobe Acrobat

    OCR a PDF

    Run OCR over a scanned PDF and return searchable text.

  • Adobe Acrobat

    Extract content

    Pull structured text or fields from a PDF.

  • Adobe Acrobat

    Combine PDFs

    Merge multiple PDFs into one ordered document.

  • Adobe Acrobat

    Apply protection

    Password-protect or restrict permissions on a PDF.

  • FreshBooks

    New invoice

    Triggers when a new invoice is generated.

  • FreshBooks

    Payment received

    Triggers when a payment is recorded against an invoice.

  • FreshBooks

    New client

    Triggers when a new client is added.

  • FreshBooks

    Create invoice

    Generate an invoice for a client with line items.

  • FreshBooks

    Record payment

    Apply a payment against one or more invoices.

  • FreshBooks

    Create client

    Add a new FreshBooks client.

  • FreshBooks

    Create estimate

    Generate an estimate or quote for a client.

Common questions

How does Caddi connect Adobe Acrobat and FreshBooks?

Adobe Acrobat and FreshBooks just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Adobe Acrobat and FreshBooks end-to-end.

Do I need engineering help?

No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. 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, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.

Can Caddi connect Adobe Acrobat and FreshBooks to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Adobe Acrobat + FreshBooks 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 that first walkthrough. The Caddi team reviews every loop before it runs in production.

Ready to automate Adobe Acrobat and FreshBooks?

Drop your work email and we'll show you Caddi running end-to-end against Adobe Acrobat, FreshBooks, and the rest of your stack.