AI-native automation
Automate work across
Basecamp and 
Quickbookswith Caddi AI Agents.
Automate anything you do across Basecamp, Quickbooks, 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 Basecamp and Quickbooks
Connect Basecamp to Caddi
Allow1Sign in to Basecamp
One click with your own Basecamp login. No API keys.
Connect Quickbooks to Caddi
Allow2Sign in to Quickbooks
The same click again. Both tools are connected.
Create invoice in Quickbooks when new to-do in Basecamp.
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 Basecamp and Quickbooks together
- 01
Create invoice in Quickbooks when new to-do in Basecamp.
Caddi watches Basecamp for new to-do and create invoice in Quickbooks. No copy-paste, no missed records.
- 02
Create to-do in Basecamp when new invoice in Quickbooks.
Caddi watches Quickbooks for new invoice and create to-do in Basecamp so the two systems stay in lockstep.
- 03
Create customer in Quickbooks from Basecamp events.
When to-do completed happens in Basecamp, Caddi create customer in Quickbooks with the right context attached.
Actions Caddi can take across Basecamp and Quickbooks
- 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.
- 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 Basecamp and Quickbooks?
Basecamp 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 Basecamp 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 Basecamp and Quickbooks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Basecamp + 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 Basecamp and Quickbooks?
Drop your work email and we'll show you Caddi running end-to-end against Basecamp, Quickbooks, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.