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AI-native automation

Automate work acrossExpensify and Gustowith Caddi AI Agents.

Automate anything you do across Expensify, Gusto, 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 Expensify and Gusto

  1. Connect Expensify to Caddi

    Allow

    1Sign in to Expensify

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

  2. Connect Gusto to Caddi

    Allow

    2Sign in to Gusto

    The same click again. Both tools are connected.

  3. Create employee in Gusto when new expense report in Expensify.

    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 Expensify and Gusto together

  • 01

    Create employee in Gusto when new expense report in Expensify.

    Caddi watches Expensify for new expense report and create employee in Gusto. No copy-paste, no missed records.

  • 02

    Create expense in Expensify when new employee in Gusto.

    Caddi watches Gusto for new employee and create expense in Expensify so the two systems stay in lockstep.

  • 03

    Update employee in Gusto from Expensify events.

    When report approved happens in Expensify, Caddi update employee in Gusto with the right context attached.

Actions Caddi can take across Expensify and Gusto

  • 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.

  • Gusto

    New employee

    Triggers when a new employee is onboarded.

  • Gusto

    Payroll processed

    Triggers when a payroll run completes.

  • Gusto

    Create employee

    Add a new employee to Gusto with onboarding details.

  • Gusto

    Update employee

    Modify an employee's profile, compensation, or benefits.

  • Gusto

    Run payroll

    Start a payroll run for a pay period.

Common questions

How does Caddi connect Expensify and Gusto?

Expensify and Gusto 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 Expensify and Gusto 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 Expensify and Gusto to other tools too?

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

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