AI-native automation
Automate work across
FreshBooks and 
Mondaywith Caddi AI Agents.
Automate anything you do across FreshBooks, Monday, 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 Monday
Connect FreshBooks to Caddi
Allow1Sign in to FreshBooks
One click with your own FreshBooks login. No API keys.
Connect Monday to Caddi
Allow2Sign in to Monday
The same click again. Both tools are connected.
Create item in Monday 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 Monday together
- 01
Create item in Monday when new invoice in FreshBooks.
Caddi watches FreshBooks for new invoice and create item in Monday. No copy-paste, no missed records.
- 02
Create invoice in FreshBooks when new item in Monday.
Caddi watches Monday for new item and create invoice in FreshBooks so the two systems stay in lockstep.
- 03
Update item in Monday from FreshBooks events.
When payment received happens in FreshBooks, Caddi update item in Monday with the right context attached.
Actions Caddi can take across FreshBooks and Monday
- 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.
- Monday
New item
Triggers when a new item is added to a board.
- Monday
Item updated
Triggers when an item's columns change.
- Monday
Status changed
Triggers when an item's status moves to a new value.
- Monday
Create item
Add a new item to a board with column values.
- Monday
Update item
Modify column values on an existing item.
- Monday
Move item to group
Move an item between groups within a board.
Common questions
How does Caddi connect FreshBooks and Monday?
FreshBooks and Monday 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 Monday 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 Monday to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first FreshBooks + Monday 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 FreshBooks and Monday?
Drop your work email and we'll show you Caddi running end-to-end against FreshBooks, Monday, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.