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AI-native automation

Automate work acrossGoogle Sheets and Quickbooksby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

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Help me automate vendor Bill Creation in Google Sheets and Quickbooks. Caddi builds the loop and runs it.

Google SheetsProductivity
QuickbooksProductivity

See it on your stack

See Caddi run Google Sheets and Quickbooks together.

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

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 · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

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

Practical ways to use Google Sheets and Quickbooks together

  • 01

    Create invoice in Quickbooks when new row in Google Sheets.

    Caddi watches Google Sheets for new row and create invoice in Quickbooks — no copy-paste, no missed records.

  • 02

    Add row in Google Sheets when new invoice in Quickbooks.

    Caddi watches Quickbooks for new invoice and add row in Google Sheets so the two systems stay in lockstep.

  • 03

    Create customer in Quickbooks from Google Sheets events.

    When row updated happens in Google Sheets, Caddi create customer in Quickbooks with the right context attached.

Actions Caddi can take across Google Sheets and Quickbooks

  • Google Sheets

    New row

    Triggers when a new row is added to a sheet.

  • Google Sheets

    Row updated

    Triggers when an existing row is modified.

  • Google Sheets

    Add row

    Append a new row to a sheet.

  • Google Sheets

    Update row

    Modify cells in an existing row.

  • Google Sheets

    Find row

    Search a sheet by column value and return matching rows.

  • Google Sheets

    Clear range

    Empty a specified range of cells.

  • 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 Google Sheets and Quickbooks?

Google Sheets and Quickbooks 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 Google Sheets and Quickbooks 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 Google Sheets and Quickbooks to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Google Sheets + 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 that first walkthrough. The Caddi team reviews every loop before it runs in production.

Ready to automate Google Sheets and Quickbooks?

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