AI-native automation
Automate work across
AdvicePay and 
Expensifyby 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.
Help me automate expense report to accounting in AdvicePay and Expensify. Caddi builds the loop and runs it.
See it on your stack
See Caddi run AdvicePay and Expensify 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.
- 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.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use AdvicePay and Expensify together
- 01
Create expense in Expensify when new payment received in AdvicePay.
Caddi watches AdvicePay for new payment received and create expense in Expensify — no copy-paste, no missed records.
- 02
Create invoice in AdvicePay when new expense report in Expensify.
Caddi watches Expensify for new expense report and create invoice in AdvicePay so the two systems stay in lockstep.
- 03
Create report in Expensify from AdvicePay events.
When new invoice issued happens in AdvicePay, Caddi create report in Expensify with the right context attached.
Actions Caddi can take across AdvicePay and Expensify
- AdvicePay
New payment received
Triggers when a client makes a payment via AdvicePay.
- AdvicePay
New invoice issued
Triggers when a new invoice is created for a client.
- AdvicePay
New agreement signed
Triggers when a client signs a billing agreement.
- AdvicePay
Subscription renewed
Triggers when a recurring subscription renews.
- AdvicePay
Create invoice
Generate a one-off invoice or billing statement for a client.
- AdvicePay
Process payment
Run a card or ACH charge against an existing contact.
- AdvicePay
Issue refund
Refund a previous payment in full or part.
- AdvicePay
Create subscription
Spin up a recurring subscription for an advisor's client.
- AdvicePay
Update client
Update a client's contact, billing, or compliance details.
- Expensify
New expense report
Triggers when an expense report is submitted.
- Expensify
Report approved
Triggers when a report is approved for reimbursement.
- Expensify
Create expense
Add an expense with amount, category, and receipt.
- Expensify
Create report
Open a new expense report for an employee.
- Expensify
Submit report
Submit an expense report for approval.
Common questions
How does Caddi connect AdvicePay and Expensify?
AdvicePay and Expensify 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 AdvicePay and Expensify 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 AdvicePay and Expensify to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first AdvicePay + Expensify 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 AdvicePay and Expensify?
Drop your work email and we'll show you Caddi running end-to-end against AdvicePay, Expensify, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.