AI-native automation
Automate work across
Box and 
FreshBooksby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run Box and FreshBooks 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.
- 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.
- 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.
Practical ways to use Box and FreshBooks together
- 01
Create invoice in FreshBooks when new file in folder in Box.
Caddi watches Box for new file in folder and create invoice in FreshBooks — no copy-paste, no missed records.
- 02
Upload file in Box when new invoice in FreshBooks.
Caddi watches FreshBooks for new invoice and upload file in Box so the two systems stay in lockstep.
- 03
Record payment in FreshBooks from Box events.
When folder shared happens in Box, Caddi record payment in FreshBooks with the right context attached.
Actions Caddi can take across Box and FreshBooks
- 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.
- FreshBooks
New invoice
Triggers when a new invoice is generated.
- FreshBooks
Payment received
Triggers when a payment is recorded against an invoice.
- FreshBooks
New client
Triggers when a new client is added.
- FreshBooks
Create invoice
Generate an invoice for a client with line items.
- FreshBooks
Record payment
Apply a payment against one or more invoices.
- FreshBooks
Create client
Add a new FreshBooks client.
- FreshBooks
Create estimate
Generate an estimate or quote for a client.
Common questions
How does Caddi connect Box and FreshBooks?
Box 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 Box 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 Box and FreshBooks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Box + 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 Box and FreshBooks?
Drop your work email and we'll show you Caddi running end-to-end against Box, FreshBooks, and the rest of your stack.