AI-native automation
Automate work across
FreshBooks and 
Quickbooksby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run FreshBooks and Quickbooks together.
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.
- 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
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.
Practical ways to use FreshBooks and Quickbooks together
- 01
Create invoice in Quickbooks when new invoice in FreshBooks.
Caddi watches FreshBooks for new invoice and create invoice in Quickbooks — no copy-paste, no missed records.
- 02
Create invoice in FreshBooks when new invoice in Quickbooks.
Caddi watches Quickbooks for new invoice and create invoice in FreshBooks so the two systems stay in lockstep.
- 03
Create customer in Quickbooks from FreshBooks events.
When payment received happens in FreshBooks, Caddi create customer in Quickbooks with the right context attached.
Actions Caddi can take across FreshBooks and Quickbooks
- 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.
- Quickbooks
New invoice
Triggers when a new invoice is created.
- Quickbooks
New customer
Triggers when a new customer is added.
- Quickbooks
New bill
Triggers when a new bill is recorded.
- Quickbooks
Create invoice
Generate an invoice for a customer with line items.
- Quickbooks
Create customer
Add a new customer to QuickBooks.
- Quickbooks
Create bill
Record a new bill against a vendor.
- Quickbooks
Record payment
Apply a payment against one or more invoices.
Common questions
How does Caddi connect FreshBooks and Quickbooks?
FreshBooks and Quickbooks 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 Quickbooks 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 Quickbooks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first FreshBooks + Quickbooks 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 Quickbooks?
Drop your work email and we'll show you Caddi running end-to-end against FreshBooks, Quickbooks, and the rest of your stack.