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

AI-native automation

Automate work acrossClio and Oracle Fusion ERPwith Caddi AI Agents.

Connect Clio and Oracle Fusion ERP: Create invoice in Oracle Fusion ERP when new matter in Clio. 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.
ClioLegal
Oracle Fusion ERPFinance
How it works

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

Caddi AI Agents find the repetitive handoffs between Clio 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.
Our customers save every month.
  • Am Law 100
  • Barron's Top 10 RIA
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors
Our customers →
What is Caddi

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

Top 3 Use Cases

Practical ways to use Clio and Oracle Fusion ERP together

In a law firm the work between Clio and Oracle Fusion ERP is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.

  • 01

    Create invoice in Oracle Fusion ERP when new matter in Clio.

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

  • 02

    Create matter in Clio when invoice created in Oracle Fusion ERP.

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

  • 03

    Create journal in Oracle Fusion ERP from Clio events.

    When new contact happens in Clio, Caddi create journal in Oracle Fusion ERP with the right context attached.

Actions

Actions Caddi can take across Clio and Oracle Fusion ERP

  • Clio

    New matter

    Triggers when a new matter is opened in Clio.

  • Clio

    New contact

    Triggers when a new contact is created.

  • Clio

    Time entry posted

    Triggers when a new time entry is recorded.

  • Clio

    Communication added

    Triggers when a call, email, or meeting is logged.

  • Clio

    Create matter

    Open a new Clio matter with client, billing, and intake fields.

  • Clio

    Create contact

    Add a person or company contact to Clio.

  • Clio

    Create note

    Log a timestamped note against a matter.

  • Clio

    Create time entry

    Record time against a matter with rate and activity code.

  • Clio

    Upload document

    Attach a document to a matter with metadata.

  • 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.

FAQ

Common questions

How does Caddi connect Clio and Oracle Fusion ERP?

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

Yes. Most Caddi loops span 3–6 tools. Once the first Clio + 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.

Does this work for law firms?

Yes. Caddi runs Clio and Oracle Fusion ERP with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.

Explore more

Keep digging

See it on your stack

Ready to automate Clio and Oracle Fusion ERP?

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