AI-native automation
Automate work across
FreshBooks and 
Jumpwith Caddi AI Agents.
Connect FreshBooks and Jump: Fetch meeting summary in Jump when new invoice in FreshBooks. 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 FreshBooks and Jump
Caddi AI Agents find the repetitive handoffs between FreshBooks 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 FreshBooks and Jump together
At an RIA the work between FreshBooks 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 invoice in FreshBooks.
Caddi watches FreshBooks for new invoice and fetch meeting summary in Jump. No copy-paste, no missed records.
- 02
Create invoice in FreshBooks when meeting summary ready in Jump.
Caddi watches Jump for meeting summary ready and create invoice in FreshBooks so the two systems stay in lockstep.
- 03
Draft follow-up email in Jump from FreshBooks events.
When payment received happens in FreshBooks, Caddi draft follow-up email in Jump with the right context attached.
Actions Caddi can take across FreshBooks and Jump
- 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.
- 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 FreshBooks and Jump?
FreshBooks 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 FreshBooks 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 FreshBooks and Jump to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first FreshBooks + 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 FreshBooks 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 FreshBooks and Jump?
Drop your work email and we'll show you Caddi running end-to-end against FreshBooks, Jump, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.