AI-native automation
Automate work across
Affinity and 
Bill.comwith Caddi AI Agents.
Automate anything you do across Affinity, Bill.com, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Affinity and Bill.com
Connect Affinity to Caddi
Allow1Sign in to Affinity
One click with your own Affinity login. No API keys.
Connect Bill.com to Caddi
Allow2Sign in to Bill.com
The same click again. Both tools are connected.
When something new comes in to Affinity, update Bill.com.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 · 150+ tools across legal, finance, and operations
Practical ways to use Affinity and Bill.com together
At an RIA the work between Affinity and Bill.com is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
Keep Affinity and Bill.com in lockstep.
Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.
Actions Caddi can take across Affinity and Bill.com
- Bill.com
New bill
Triggers when a bill is created in BILL.
- Bill.com
Bill approved
Triggers when a bill clears its approval workflow.
- Bill.com
Payment sent
Triggers when a vendor payment is sent.
- Bill.com
Invoice paid
Triggers when a customer pays an invoice.
- Bill.com
Create vendor
Add a vendor with remittance details.
- Bill.com
Create bill
Create a bill against a vendor, with line items.
- Bill.com
Create invoice
Create and send an invoice to a customer.
- Bill.com
Look up payment status
Fetch the status of a bill or payment.
Common questions
How does Caddi connect Affinity and Bill.com?
Affinity and Bill.com 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 Affinity and Bill.com 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 Affinity and Bill.com to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Affinity + Bill.com 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.
Does this work for RIAs and financial advisors?
Yes. Caddi runs Affinity and Bill.com with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate Affinity and Bill.com?
Drop your work email and we'll show you Caddi running end-to-end against Affinity, Bill.com, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.