Meet Caddi in personILTACONAug 23–27Booth 159Future ProofSep 14–17Booth 248 · Zone 1

AI-native automation

Automate work acrossDropbox 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.

Sign up freeFree for 14 days.

Help me automate expense report to accounting in Dropbox and Expensify. Caddi builds the loop and runs it.

DropboxProductivity
ExpensifyProductivity

See it on your stack

See Caddi run Dropbox and Expensify together.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Dropbox and Expensify together

  • 01

    Create expense in Expensify when new file in folder in Dropbox.

    Caddi watches Dropbox for new file in folder and create expense in Expensify — no copy-paste, no missed records.

  • 02

    Upload file in Dropbox when new expense report in Expensify.

    Caddi watches Expensify for new expense report and upload file in Dropbox so the two systems stay in lockstep.

  • 03

    Create report in Expensify from Dropbox events.

    When new shared link happens in Dropbox, Caddi create report in Expensify with the right context attached.

Actions Caddi can take across Dropbox and Expensify

  • Dropbox

    New file in folder

    Triggers when a file is added to a watched folder.

  • Dropbox

    New shared link

    Triggers when a new shared link is generated.

  • Dropbox

    Upload file

    Add a file to a Dropbox folder.

  • Dropbox

    Create folder

    Create a new folder under a parent.

  • Dropbox

    Create shared link

    Generate a shareable link for a file or folder.

  • Dropbox

    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 Dropbox and Expensify?

Dropbox 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 Dropbox 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 Dropbox and Expensify to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Dropbox + 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 Dropbox and Expensify?

Drop your work email and we'll show you Caddi running end-to-end against Dropbox, Expensify, and the rest of your stack.