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AI-native automation

Automate work acrossDoc and Oracle Fusion ERPwith Caddi AI Agents.

Connect Doc and Oracle Fusion ERP: Create invoice in Oracle Fusion ERP when new doc shared in Doc. 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.
DocDocument format
Oracle Fusion ERPFinance

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

Caddi AI Agents find the repetitive handoffs between Doc 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 Doc and Oracle Fusion ERP together

  • 01

    Create invoice in Oracle Fusion ERP when new doc shared in Doc.

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

  • 02

    Create document from template in Doc when invoice created in Oracle Fusion ERP.

    Caddi watches Oracle Fusion ERP for invoice created and create document from template in Doc so the two systems stay in lockstep.

  • 03

    Create journal in Oracle Fusion ERP from Doc events.

    When doc updated happens in Doc, Caddi create journal in Oracle Fusion ERP with the right context attached.

Actions Caddi can take across Doc and Oracle Fusion ERP

  • Doc

    New doc shared

    Triggers when a new document is shared with you or your team.

  • Doc

    Doc updated

    Triggers when an existing document is edited or commented on.

  • Doc

    Doc completed

    Triggers when a document is marked final or moved out of a draft state.

  • Doc

    Create document from template

    Generate a document from a template with merged fields.

  • Doc

    Insert content

    Append, prepend, or insert text into a document.

  • Doc

    Replace text

    Find-and-replace placeholder values in a document.

  • Doc

    Convert to PDF

    Convert a Word, Doc, or text file into a finalized PDF.

  • Doc

    Share with collaborators

    Grant view, comment, or edit access to a document.

  • 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 Doc and Oracle Fusion ERP?

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

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

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