AI-native automation

Automate work acrossBill4Time and Quickbooksby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

Bill4TimeLegal
QuickbooksProductivity

See it on your stack

See Caddi run Bill4Time and Quickbooks together.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.
  • 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

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Bill4Time and Quickbooks together

  • 01

    Create invoice in Quickbooks when new time entry in Bill4Time.

    Caddi watches Bill4Time for new time entry and create invoice in Quickbooks — no copy-paste, no missed records.

  • 02

    Create matter in Bill4Time when new invoice in Quickbooks.

    Caddi watches Quickbooks for new invoice and create matter in Bill4Time so the two systems stay in lockstep.

  • 03

    Create customer in Quickbooks from Bill4Time events.

    When new invoice happens in Bill4Time, Caddi create customer in Quickbooks with the right context attached.

Actions Caddi can take across Bill4Time and Quickbooks

  • 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.

  • 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 Bill4Time and Quickbooks?

Bill4Time and Quickbooks 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 Quickbooks 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 Quickbooks to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Bill4Time + 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 the screenshare. The Caddi team reviews every loop before it runs in production.

Ready to automate Bill4Time and Quickbooks?

Drop your work email and we'll show you Caddi running end-to-end against Bill4Time, Quickbooks, and the rest of your stack.