AI-native automation
Automate work across
Box and 
Expensifyby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate expense report to accounting in Box and Expensify. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Box and Expensify together.
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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Box and Expensify together
- 01
Create expense in Expensify when new file in folder in Box.
Caddi watches Box for new file in folder and create expense in Expensify — no copy-paste, no missed records.
- 02
Upload file in Box when new expense report in Expensify.
Caddi watches Expensify for new expense report and upload file in Box so the two systems stay in lockstep.
- 03
Create report in Expensify from Box events.
When folder shared happens in Box, Caddi create report in Expensify with the right context attached.
Actions Caddi can take across Box and Expensify
- Box
New file in folder
Triggers when a file is uploaded to a watched folder.
- Box
Folder shared
Triggers when a folder collaboration is added.
- Box
Upload file
Add a file to a Box folder with metadata.
- Box
Create folder
Create a new folder under a parent with permissions.
- Box
Search files
Find files or folders with advanced search filters.
- Box
Move file
Move a file between folders.
- Expensify
New expense report
Triggers when an expense report is submitted.
- Expensify
Report approved
Triggers when a report is approved for reimbursement.
- Expensify
Create expense
Add an expense with amount, category, and receipt.
- Expensify
Create report
Open a new expense report for an employee.
- Expensify
Submit report
Submit an expense report for approval.
Common questions
How does Caddi connect Box and Expensify?
Box and Expensify 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 Box and Expensify 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 Box and Expensify to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Box + Expensify 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 Box and Expensify?
Drop your work email and we'll show you Caddi running end-to-end against Box, Expensify, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.