AI-native automation
Automate work across
eMoney and 
FreshBooksby 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.
Help me automate time-and-project invoice in eMoney and FreshBooks. Caddi builds the loop and runs it.
See it on your stack
See Caddi run eMoney and FreshBooks 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.
- 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.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use eMoney and FreshBooks together
- 01
Create invoice in FreshBooks when new plan created in eMoney.
Caddi watches eMoney for new plan created and create invoice in FreshBooks — no copy-paste, no missed records.
- 02
Create client in eMoney when new invoice in FreshBooks.
Caddi watches FreshBooks for new invoice and create client in eMoney so the two systems stay in lockstep.
- 03
Record payment in FreshBooks from eMoney events.
When client data updated happens in eMoney, Caddi record payment in FreshBooks with the right context attached.
Actions Caddi can take across eMoney and FreshBooks
- eMoney
New plan created
Triggers when an advisor creates a new financial plan.
- eMoney
Client data updated
Triggers when a client's profile or assets change.
- eMoney
Create client
Open a new eMoney client record with full household details.
- eMoney
Update plan inputs
Push updated assets, liabilities, or goals into a plan.
- eMoney
Generate plan summary
Render a client-ready plan PDF for review or archiving.
- FreshBooks
New invoice
Triggers when a new invoice is generated.
- FreshBooks
Payment received
Triggers when a payment is recorded against an invoice.
- FreshBooks
New client
Triggers when a new client is added.
- FreshBooks
Create invoice
Generate an invoice for a client with line items.
- FreshBooks
Record payment
Apply a payment against one or more invoices.
- FreshBooks
Create client
Add a new FreshBooks client.
- FreshBooks
Create estimate
Generate an estimate or quote for a client.
Common questions
How does Caddi connect eMoney and FreshBooks?
eMoney and FreshBooks 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 eMoney and FreshBooks 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 eMoney and FreshBooks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first eMoney + FreshBooks 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 eMoney and FreshBooks?
Drop your work email and we'll show you Caddi running end-to-end against eMoney, FreshBooks, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.