AI-native automation
Automate work across
Expensify and 
Zoho Bookswith Caddi AI Agents.
Automate anything you do across Expensify, Zoho Books, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Expensify and Zoho Books
Connect Expensify to Caddi
Allow1Sign in to Expensify
One click with your own Expensify login. No API keys.
Connect Zoho Books to Caddi
Allow2Sign in to Zoho Books
The same click again. Both tools are connected.
Create invoice in Zoho Books when new expense report in Expensify.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 Zoho Books together
- 01
Create invoice in Zoho Books when new expense report in Expensify.
Caddi watches Expensify for new expense report and create invoice in Zoho Books. No copy-paste, no missed records.
- 02
Create expense in Expensify when new invoice in Zoho Books.
Caddi watches Zoho Books for new invoice and create expense in Expensify so the two systems stay in lockstep.
- 03
Create customer in Zoho Books from Expensify events.
When report approved happens in Expensify, Caddi create customer in Zoho Books with the right context attached.
Actions Caddi can take across Expensify and Zoho Books
- 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.
- Zoho Books
New invoice
Triggers when a new invoice is created.
- Zoho Books
Payment received
Triggers when a payment is recorded.
- Zoho Books
Create invoice
Generate an invoice for a customer with line items.
- Zoho Books
Create customer
Add a new Zoho Books customer.
- Zoho Books
Record payment
Apply a payment against one or more invoices.
Common questions
How does Caddi connect Expensify and Zoho Books?
Expensify and Zoho Books 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 Zoho Books 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 Zoho Books to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Expensify + Zoho Books 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 Zoho Books?
Drop your work email and we'll show you Caddi running end-to-end against Expensify, Zoho Books, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.