AI-native automation

Automate work acrossExpensify and Literaby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

ExpensifyProductivity
LiteraLegal
Any action in this tool.

See it on your stack

See Caddi run Expensify and Litera together.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Expensify and Litera together

  • 01

    Keep Expensify and Litera in lockstep.

    Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.

Actions Caddi can take across Expensify and Litera

  • 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.

Common questions

How does Caddi connect Expensify and Litera?

Expensify and Litera 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 Expensify and Litera 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 Expensify and Litera to other tools too?

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

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