New report2026 State of AI at Enterprise RIAs2026 State of AI at RIAsRead it freeOn demandOther eventsNext: AI for Mid-Sized Law, Nov 5

AI-native automation

Automate work acrossFreshBooks and Oracle EDMwith Caddi AI Agents.

Automate anything you do across FreshBooks, Oracle EDM, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect FreshBooks and Oracle EDM

  1. Connect FreshBooks to Caddi

    Allow

    1Sign in to FreshBooks

    One click with your own FreshBooks login. No API keys.

  2. Connect Oracle EDM to Caddi

    Allow

    2Sign in to Oracle EDM

    The same click again. Both tools are connected.

  3. Create request in Oracle EDM when new invoice in FreshBooks.

    ScreenshareType it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

On average, Caddi discovers of repetitive work per customer.
  • Brighton Jones
  • Am Law 100
  • Barron's Top 10 RIA
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors
Our customers →
What is Caddi

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

Top 3 Use Cases

Practical ways to use FreshBooks and Oracle EDM together

  • 01

    Create request in Oracle EDM when new invoice in FreshBooks.

    Caddi watches FreshBooks for new invoice and create request in Oracle EDM. No copy-paste, no missed records.

  • 02

    Create invoice in FreshBooks when request submitted in Oracle EDM.

    Caddi watches Oracle EDM for request submitted and create invoice in FreshBooks so the two systems stay in lockstep.

  • 03

    Fetch hierarchy in Oracle EDM from FreshBooks events.

    When payment received happens in FreshBooks, Caddi fetch hierarchy in Oracle EDM with the right context attached.

Actions

Actions Caddi can take across FreshBooks and Oracle EDM

  • 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.

  • Oracle EDM

    Request submitted

    Triggers when a change request is submitted.

  • Oracle EDM

    Request approved

    Triggers when a request is approved and committed.

  • Oracle EDM

    Node changed

    Triggers when a hierarchy node is added or moved.

  • Oracle EDM

    Create request

    Open a change request for accounts or entities.

  • Oracle EDM

    Fetch hierarchy

    Export a hierarchy or node set.

  • Oracle EDM

    Compare viewpoints

    Check two viewpoints for differences.

FAQ

Common questions

How does Caddi connect FreshBooks and Oracle EDM?

FreshBooks and Oracle EDM 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 Oracle EDM 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 Oracle EDM to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first FreshBooks + Oracle EDM 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.

Explore more

Keep digging

See it on your stack

Ready to automate FreshBooks and Oracle EDM?

Drop your work email and we'll show you Caddi running end-to-end against FreshBooks, Oracle EDM, and the rest of your stack.