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

AI-native automation

Automate work acrossAirtable and Quickbooksby 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.

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Help me automate vendor Bill Creation in Airtable and Quickbooks. Caddi builds the loop and runs it.

AirtableProductivity
QuickbooksProductivity

See it on your stack

See Caddi run Airtable and Quickbooks 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 Airtable and Quickbooks together

  • 01

    Create invoice in Quickbooks when new record in Airtable.

    Caddi watches Airtable for new record and create invoice in Quickbooks — no copy-paste, no missed records.

  • 02

    Create record in Airtable when new invoice in Quickbooks.

    Caddi watches Quickbooks for new invoice and create record in Airtable so the two systems stay in lockstep.

  • 03

    Create customer in Quickbooks from Airtable events.

    When record updated happens in Airtable, Caddi create customer in Quickbooks with the right context attached.

Actions Caddi can take across Airtable and Quickbooks

  • Airtable

    New record

    Triggers when a new record is added to a table or view.

  • Airtable

    Record updated

    Triggers when an existing record is modified.

  • Airtable

    Create record

    Add a new record to a table with field values.

  • Airtable

    Update record

    Modify fields on an existing record by ID or formula match.

  • Airtable

    Find record

    Search a table with a formula and return matching rows.

  • Airtable

    Delete record

    Remove a record by ID.

  • Quickbooks

    New invoice

    Triggers when a new invoice is created.

  • Quickbooks

    New customer

    Triggers when a new customer is added.

  • Quickbooks

    New bill

    Triggers when a new bill is recorded.

  • Quickbooks

    Create invoice

    Generate an invoice for a customer with line items.

  • Quickbooks

    Create customer

    Add a new customer to QuickBooks.

  • Quickbooks

    Create bill

    Record a new bill against a vendor.

  • Quickbooks

    Record payment

    Apply a payment against one or more invoices.

Common questions

How does Caddi connect Airtable and Quickbooks?

Airtable and Quickbooks 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 Airtable and Quickbooks 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 Airtable and Quickbooks to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Airtable + Quickbooks 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 Airtable and Quickbooks?

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