AI-native automation
Connect FreshBooks and PracticePanther with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use FreshBooks and PracticePanther together
- 01
Create contact in PracticePanther when new invoice in FreshBooks.
Caddi watches FreshBooks for new invoice and create contact in PracticePanther — no copy-paste, no missed records.
- 02
Create invoice in FreshBooks when new contact in PracticePanther.
Caddi watches PracticePanther for new contact and create invoice in FreshBooks so the two systems stay in lockstep.
- 03
Create matter in PracticePanther from FreshBooks events.
When payment received happens in FreshBooks, Caddi create matter in PracticePanther with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across FreshBooks and PracticePanther
- 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.
- PracticePanther
New contact
Triggers when a new contact is created in PracticePanther.
- PracticePanther
New matter
Triggers when a new matter is opened.
- PracticePanther
Event scheduled
Triggers when an event is added to the calendar.
- PracticePanther
Create contact
Add a contact with address, phone, and matter associations.
- PracticePanther
Create matter
Open a new PracticePanther matter with client and billing details.
- PracticePanther
Create task
Schedule a follow-up task against a matter.
- PracticePanther
Add time entry
Record time against a matter and activity code.
- PracticePanther
Add note
Log a timestamped note against a matter.
Common questions
How does Caddi connect FreshBooks and PracticePanther?
FreshBooks and PracticePanther just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against FreshBooks and PracticePanther end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect FreshBooks and PracticePanther to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first FreshBooks + PracticePanther 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate FreshBooks and PracticePanther?
Drop your work email and we'll show you Caddi running end-to-end against FreshBooks, PracticePanther, and the rest of your stack.