AI-native automation

Connect FreshBooks and Timely 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

Caddi can…
FreshBooksProductivity
Caddi can…
TimelyProductivity
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use FreshBooks and Timely together

  • 01

    Create time entry in Timely when new invoice in FreshBooks.

    Caddi watches FreshBooks for new invoice and create time entry in Timely — no copy-paste, no missed records.

  • 02

    Create invoice in FreshBooks when new time entry in Timely.

    Caddi watches Timely for new time entry and create invoice in FreshBooks so the two systems stay in lockstep.

  • 03

    Create project in Timely from FreshBooks events.

    When payment received happens in FreshBooks, Caddi create project in Timely with the right context attached.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Actions Caddi can take across FreshBooks and Timely

  • 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.

  • Timely

    New time entry

    Triggers when a time entry is logged.

  • Timely

    Project updated

    Triggers when a project's status or details change.

  • Timely

    Create time entry

    Log a time entry against a project and user.

  • Timely

    Create project

    Spin up a new Timely project with budget and team.

Common questions

How does Caddi connect FreshBooks and Timely?

FreshBooks and Timely 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 Timely 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 Timely to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first FreshBooks + Timely 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 Timely?

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