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AI-native automation

Automate work acrossDropbox and Xerowith Caddi AI Agents.

Automate anything you do across Dropbox, Xero, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Dropbox and Xero

  1. Connect Dropbox to Caddi

    Allow

    1Sign in to Dropbox

    One click with your own Dropbox login. No API keys.

  2. Connect Xero to Caddi

    Allow

    2Sign in to Xero

    The same click again. Both tools are connected.

  3. Create invoice in Xero when new file in folder in Dropbox.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • 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 Dropbox and Xero together

  • 01

    Create invoice in Xero when new file in folder in Dropbox.

    Caddi watches Dropbox for new file in folder and create invoice in Xero. No copy-paste, no missed records.

  • 02

    Upload file in Dropbox when new invoice in Xero.

    Caddi watches Xero for new invoice and upload file in Dropbox so the two systems stay in lockstep.

  • 03

    Record payment in Xero from Dropbox events.

    When new shared link happens in Dropbox, Caddi record payment in Xero with the right context attached.

Actions Caddi can take across Dropbox and Xero

  • 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.

  • Xero

    New invoice

    Triggers when a new invoice is created.

  • Xero

    Payment received

    Triggers when a payment is recorded.

  • Xero

    New contact

    Triggers when a new contact is added.

  • Xero

    Create invoice

    Generate an invoice for a contact with line items.

  • Xero

    Record payment

    Apply a payment against one or more invoices.

  • Xero

    Create contact

    Add a new Xero contact.

  • Xero

    Create bill

    Record a new bill against a vendor.

Common questions

How does Caddi connect Dropbox and Xero?

Dropbox and Xero 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 Xero 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 Xero to other tools too?

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

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