Meet CaddiLegal AI ROI webinarReplayADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossBasecamp and Bill.comwith Caddi AI Agents.

Automate anything you do across Basecamp, 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.

Free for one user.

How to connect Basecamp and Bill.com

  1. Connect Basecamp to Caddi

    Allow

    1Sign in to Basecamp

    One click with your own Basecamp login. No API keys.

  2. Connect Bill.com to Caddi

    Allow

    2Sign in to Bill.com

    The same click again. Both tools are connected.

  3. Create vendor in Bill.com when new to-do in Basecamp.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 Basecamp and Bill.com together

  • 01

    Create vendor in Bill.com when new to-do in Basecamp.

    Caddi watches Basecamp for new to-do and create vendor in Bill.com. No copy-paste, no missed records.

  • 02

    Create to-do in Basecamp when new bill in Bill.com.

    Caddi watches Bill.com for new bill and create to-do in Basecamp so the two systems stay in lockstep.

  • 03

    Create bill in Bill.com from Basecamp events.

    When to-do completed happens in Basecamp, Caddi create bill in Bill.com with the right context attached.

Actions Caddi can take across Basecamp and Bill.com

  • Basecamp

    New to-do

    Triggers when a to-do is added to a Basecamp project.

  • Basecamp

    To-do completed

    Triggers when a to-do is checked off.

  • Basecamp

    New message

    Triggers when a message is posted to a project.

  • Basecamp

    Create to-do

    Add a to-do with an assignee and due date.

  • Basecamp

    Create project

    Start a project from a template.

  • Basecamp

    Post message

    Post an update to a project's message board.

  • 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 Basecamp and Bill.com?

Basecamp 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 Basecamp 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 Basecamp and Bill.com to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Basecamp + 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.

Ready to automate Basecamp and Bill.com?

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