- Automations
- Expensify + Timely
AI-native automation
Connect Expensify and Timely with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- 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


Practical ways to use Expensify and Timely together
- 01
Create time entry in Timely when new expense report in Expensify.
Caddi watches Expensify for new expense report and create time entry in Timely — no copy-paste, no missed records.
- 02
Create expense in Expensify when new time entry in Timely.
Caddi watches Timely for new time entry and create expense in Expensify so the two systems stay in lockstep.
- 03
Create project in Timely from Expensify events.
When report approved happens in Expensify, Caddi create project in Timely with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Expensify and Timely
ExpensifyNew expense report
Triggers when an expense report is submitted.
ExpensifyReport approved
Triggers when a report is approved for reimbursement.
ExpensifyCreate expense
Add an expense with amount, category, and receipt.
ExpensifyCreate report
Open a new expense report for an employee.
ExpensifySubmit report
Submit an expense report for approval.
TimelyNew time entry
Triggers when a time entry is logged.
TimelyProject updated
Triggers when a project's status or details change.
TimelyCreate time entry
Log a time entry against a project and user.
TimelyCreate project
Spin up a new Timely project with budget and team.
Common questions
How does Caddi connect Expensify and Timely?
Expensify and Timely 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 Timely 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 Timely to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Expensify + Timely 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 Timely?
Drop your work email and we'll show you Caddi running end-to-end against Expensify, Timely, and the rest of your stack.




