AI-native automation
Automate work across
Bill4Time and 
Orionwith Caddi AI Agents.
Automate anything you do across Bill4Time, Orion, 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 Bill4Time and Orion
Connect Bill4Time to Caddi
Allow1Sign in to Bill4Time
One click with your own Bill4Time login. No API keys.
Connect Orion to Caddi
Allow2Sign in to Orion
The same click again. Both tools are connected.
Update household in Orion when new time entry in Bill4Time.
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 Bill4Time and Orion together
- 01
Update household in Orion when new time entry in Bill4Time.
Caddi watches Bill4Time for new time entry and update household in Orion. No copy-paste, no missed records.
- 02
Create matter in Bill4Time when account opened in Orion.
Caddi watches Orion for account opened and create matter in Bill4Time so the two systems stay in lockstep.
- 03
Generate report in Orion from Bill4Time events.
When new invoice happens in Bill4Time, Caddi generate report in Orion with the right context attached.
Actions Caddi can take across Bill4Time and Orion
- Bill4Time
New time entry
Triggers when a timekeeper posts time against a matter.
- Bill4Time
New invoice
Triggers when an invoice is generated for a client.
- Bill4Time
Payment received
Triggers when a payment is recorded against an invoice.
- Bill4Time
Create matter
Open a new Bill4Time matter with client and billing details.
- Bill4Time
Post time entry
Record time against a matter and activity code.
- Bill4Time
Create invoice
Generate an invoice for one or more matters.
- Bill4Time
Add expense
Record a billable expense against a matter.
- Orion
Account opened
Triggers when a new account is added in Orion.
- Orion
Report generated
Triggers when a client report is produced.
- Orion
Billing run complete
Triggers when a billing cycle finishes.
- Orion
Update household
Write household and account details to Orion.
- Orion
Generate report
Run a client report for a household.
- Orion
Fetch positions
Pull holdings and performance for accounts.
Common questions
How does Caddi connect Bill4Time and Orion?
Bill4Time and Orion 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 Bill4Time and Orion 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 Bill4Time and Orion to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Bill4Time + Orion 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 Bill4Time and Orion?
Drop your work email and we'll show you Caddi running end-to-end against Bill4Time, Orion, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.