AI-native automation
Automate work across
Expensify and 
Jumpwith Caddi AI Agents.
Connect Expensify and Jump: Fetch meeting summary in Jump when new expense report in Expensify. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between Expensify and Jump
Caddi AI Agents find the repetitive handoffs between Expensify and Jump, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 Jump together
At an RIA the work between Expensify and Jump is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
Fetch meeting summary in Jump when new expense report in Expensify.
Caddi watches Expensify for new expense report and fetch meeting summary in Jump. No copy-paste, no missed records.
- 02
Create expense in Expensify when meeting summary ready in Jump.
Caddi watches Jump for meeting summary ready and create expense in Expensify so the two systems stay in lockstep.
- 03
Draft follow-up email in Jump from Expensify events.
When report approved happens in Expensify, Caddi draft follow-up email in Jump with the right context attached.
Actions Caddi can take across Expensify and Jump
- 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.
- Jump
Meeting summary ready
Triggers when Jump finishes a meeting summary.
- Jump
Action item created
Triggers when Jump captures a follow-up task.
- Jump
Client fact captured
Triggers when Jump records a new or changed client detail.
- Jump
Fetch meeting summary
Pull the summary, tasks and data points for a meeting.
- Jump
Draft follow-up email
Draft the client recap from the action items.
- Jump
Sync to CRM
Push notes and facts to the connected CRM record.
Common questions
How does Caddi connect Expensify and Jump?
Expensify and Jump 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 Jump 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 Jump to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Expensify + Jump 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.
Does this work for RIAs and financial advisors?
Yes. Caddi runs Expensify and Jump with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate Expensify and Jump?
Drop your work email and we'll show you Caddi running end-to-end against Expensify, Jump, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.