AI-native automation
Automate work across
Dropbox and 
Quickbooksby 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 Dropbox and Quickbooks 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 Dropbox and Quickbooks together
- 01
Create invoice in Quickbooks when new file in folder in Dropbox.
Caddi watches Dropbox for new file in folder and create invoice in Quickbooks — no copy-paste, no missed records.
- 02
Upload file in Dropbox when new invoice in Quickbooks.
Caddi watches Quickbooks for new invoice and upload file in Dropbox so the two systems stay in lockstep.
- 03
Create customer in Quickbooks from Dropbox events.
When new shared link happens in Dropbox, Caddi create customer in Quickbooks with the right context attached.
Actions Caddi can take across Dropbox and Quickbooks
- 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.
- Quickbooks
New invoice
Triggers when a new invoice is created.
- Quickbooks
New customer
Triggers when a new customer is added.
- Quickbooks
New bill
Triggers when a new bill is recorded.
- Quickbooks
Create invoice
Generate an invoice for a customer with line items.
- Quickbooks
Create customer
Add a new customer to QuickBooks.
- Quickbooks
Create bill
Record a new bill against a vendor.
- Quickbooks
Record payment
Apply a payment against one or more invoices.
Common questions
How does Caddi connect Dropbox and Quickbooks?
Dropbox and Quickbooks 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 Dropbox and Quickbooks 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 Dropbox and Quickbooks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Dropbox + Quickbooks 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 Dropbox and Quickbooks?
Drop your work email and we'll show you Caddi running end-to-end against Dropbox, Quickbooks, and the rest of your stack.