Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossClickUp and Oracle Fusion ERPwith Caddi AI Agents.

Connect ClickUp and Oracle Fusion ERP: Create invoice in Oracle Fusion ERP when new task in ClickUp. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
ClickUpProductivity
Oracle Fusion ERPFinance

Discover, automate and govern the work between ClickUp and Oracle Fusion ERP

Caddi AI Agents find the repetitive handoffs between ClickUp and Oracle Fusion ERP, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 ClickUp and Oracle Fusion ERP together

  • 01

    Create invoice in Oracle Fusion ERP when new task in ClickUp.

    Caddi watches ClickUp for new task and create invoice in Oracle Fusion ERP. No copy-paste, no missed records.

  • 02

    Create task in ClickUp when invoice created in Oracle Fusion ERP.

    Caddi watches Oracle Fusion ERP for invoice created and create task in ClickUp so the two systems stay in lockstep.

  • 03

    Create journal in Oracle Fusion ERP from ClickUp events.

    When status changed happens in ClickUp, Caddi create journal in Oracle Fusion ERP with the right context attached.

Actions Caddi can take across ClickUp and Oracle Fusion ERP

  • ClickUp

    New task

    Triggers when a task is created in a list.

  • ClickUp

    Status changed

    Triggers when a task moves to a new status.

  • ClickUp

    Task due

    Triggers when a task reaches its due date.

  • ClickUp

    Create task

    Add a task with fields, assignee and due date.

  • ClickUp

    Update task

    Change status, fields or assignee on a task.

  • ClickUp

    Add comment

    Post a comment on a task.

  • Oracle Fusion ERP

    Invoice created

    Triggers when a payables invoice is entered.

  • Oracle Fusion ERP

    Invoice approved

    Triggers when an invoice clears approval.

  • Oracle Fusion ERP

    Period closed

    Triggers when an accounting period closes.

  • Oracle Fusion ERP

    Create invoice

    Enter a payables invoice with lines.

  • Oracle Fusion ERP

    Create journal

    Post a journal entry to the ledger.

  • Oracle Fusion ERP

    Fetch balances

    Export account balances for a period.

Common questions

How does Caddi connect ClickUp and Oracle Fusion ERP?

ClickUp and Oracle Fusion ERP 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 ClickUp and Oracle Fusion ERP 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 ClickUp and Oracle Fusion ERP to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first ClickUp + Oracle Fusion ERP 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 ClickUp and Oracle Fusion ERP?

Drop your work email and we'll show you Caddi running end-to-end against ClickUp, Oracle Fusion ERP, and the rest of your stack.