AI-native automation
Automate work across
Bill.com and 
Cliowith Caddi AI Agents.
Automate anything you do across Bill.com, Clio, 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 Bill.com and Clio
Connect Bill.com to Caddi
Allow1Sign in to Bill.com
One click with your own Bill.com login. No API keys.
Connect Clio to Caddi
Allow2Sign in to Clio
The same click again. Both tools are connected.
Create matter in Clio when new bill in 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 Bill.com and Clio together
In a law firm the work between Bill.com and Clio is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.
- 01
Create matter in Clio when new bill in Bill.com.
Caddi watches Bill.com for new bill and create matter in Clio. No copy-paste, no missed records.
- 02
Create vendor in Bill.com when new matter in Clio.
Caddi watches Clio for new matter and create vendor in Bill.com so the two systems stay in lockstep.
- 03
Create contact in Clio from Bill.com events.
When bill approved happens in Bill.com, Caddi create contact in Clio with the right context attached.
Actions Caddi can take across Bill.com and Clio
- 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.
- Clio
New matter
Triggers when a new matter is opened in Clio.
- Clio
New contact
Triggers when a new contact is created.
- Clio
Time entry posted
Triggers when a new time entry is recorded.
- Clio
Communication added
Triggers when a call, email, or meeting is logged.
- Clio
Create matter
Open a new Clio matter with client, billing, and intake fields.
- Clio
Create contact
Add a person or company contact to Clio.
- Clio
Create note
Log a timestamped note against a matter.
- Clio
Create time entry
Record time against a matter with rate and activity code.
- Clio
Upload document
Attach a document to a matter with metadata.
Common questions
How does Caddi connect Bill.com and Clio?
Bill.com and Clio 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 Bill.com and Clio 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 Bill.com and Clio to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Bill.com + Clio 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 law firms?
Yes. Caddi runs Bill.com and Clio with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.
Ready to automate Bill.com and Clio?
Drop your work email and we'll show you Caddi running end-to-end against Bill.com, Clio, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.