AI-native automation
Automate work across
FreshBooks and 
iManagewith Caddi AI Agents.
Automate anything you do across FreshBooks, iManage, 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 FreshBooks and iManage
Connect FreshBooks to Caddi
Allow1Sign in to FreshBooks
One click with your own FreshBooks login. No API keys.
Connect iManage to Caddi
Allow2Sign in to iManage
The same click again. Both tools are connected.
Create workspace in iManage when new invoice in FreshBooks.
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 FreshBooks and iManage together
In a law firm the work between FreshBooks and iManage is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.
- 01
Create workspace in iManage when new invoice in FreshBooks.
Caddi watches FreshBooks for new invoice and create workspace in iManage. No copy-paste, no missed records.
- 02
Create invoice in FreshBooks when new document in iManage.
Caddi watches iManage for new document and create invoice in FreshBooks so the two systems stay in lockstep.
- 03
File email in iManage from FreshBooks events.
When payment received happens in FreshBooks, Caddi file email in iManage with the right context attached.
Actions Caddi can take across FreshBooks and iManage
- FreshBooks
New invoice
Triggers when a new invoice is generated.
- FreshBooks
Payment received
Triggers when a payment is recorded against an invoice.
- FreshBooks
New client
Triggers when a new client is added.
- FreshBooks
Create invoice
Generate an invoice for a client with line items.
- FreshBooks
Record payment
Apply a payment against one or more invoices.
- FreshBooks
Create client
Add a new FreshBooks client.
- FreshBooks
Create estimate
Generate an estimate or quote for a client.
- iManage
New document
Triggers when a new document is added to a workspace.
- iManage
Document updated
Triggers when an existing document is checked in.
- iManage
Create workspace
Open a new matter workspace with client and matter set.
- iManage
File email
File an email and its attachments into the right matter folder.
- iManage
Upload document
Add a document to a workspace with its full profile: type, class, client and matter.
- iManage
Update document profile
Change a document's name, type, class, or custom fields.
- iManage
Search documents
Find documents by metadata, content, or author across libraries.
- iManage
Set security
Grant or restrict access to a document, folder, or workspace for users and groups.
- iManage
Check in new version
Check a file back in as a new version of an existing document.
- iManage
Declare record
Declare a document as a record so it can't be edited or deleted.
Common questions
How does Caddi connect FreshBooks and iManage?
FreshBooks and iManage 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 FreshBooks and iManage 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 FreshBooks and iManage to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first FreshBooks + iManage 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 law firms?
Yes. Caddi runs FreshBooks and iManage with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.
Ready to automate FreshBooks and iManage?
Drop your work email and we'll show you Caddi running end-to-end against FreshBooks, iManage, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.