- Automations
- Bill4Time + FreshBooks
AI-native automation
Connect Bill4Time and FreshBooks with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations


Practical ways to use Bill4Time and FreshBooks together
- 01
Create invoice in FreshBooks when new time entry in Bill4Time.
Caddi watches Bill4Time for new time entry and create invoice in FreshBooks — no copy-paste, no missed records.
- 02
Create matter in Bill4Time when new invoice in FreshBooks.
Caddi watches FreshBooks for new invoice and create matter in Bill4Time so the two systems stay in lockstep.
- 03
Record payment in FreshBooks from Bill4Time events.
When new invoice happens in Bill4Time, Caddi record payment in FreshBooks with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Bill4Time and FreshBooks
Bill4TimeNew time entry
Triggers when a timekeeper posts time against a matter.
Bill4TimeNew invoice
Triggers when an invoice is generated for a client.
Bill4TimePayment received
Triggers when a payment is recorded against an invoice.
Bill4TimeCreate matter
Open a new Bill4Time matter with client and billing details.
Bill4TimePost time entry
Record time against a matter and activity code.
Bill4TimeCreate invoice
Generate an invoice for one or more matters.
Bill4TimeAdd expense
Record a billable expense against a matter.
FreshBooksNew invoice
Triggers when a new invoice is generated.
FreshBooksPayment received
Triggers when a payment is recorded against an invoice.
FreshBooksNew client
Triggers when a new client is added.
FreshBooksCreate invoice
Generate an invoice for a client with line items.
FreshBooksRecord payment
Apply a payment against one or more invoices.
FreshBooksCreate client
Add a new FreshBooks client.
FreshBooksCreate estimate
Generate an estimate or quote for a client.
Common questions
How does Caddi connect Bill4Time and FreshBooks?
Bill4Time and FreshBooks just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Bill4Time and FreshBooks end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Bill4Time and FreshBooks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Bill4Time + FreshBooks 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Bill4Time and FreshBooks?
Drop your work email and we'll show you Caddi running end-to-end against Bill4Time, FreshBooks, and the rest of your stack.




