NewPlan your 2027 AI roadmap with Caddi DiscoverOn demandBox + Caddi webinarOther eventsNext: ADVISE AI, Oct 20–22

AI-native automation

Automate work acrossGusto and Quickbookswith Caddi AI Agents.

Automate anything you do across Gusto, Quickbooks, 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 Gusto and Quickbooks

  1. Connect Gusto to Caddi

    Allow

    1Sign in to Gusto

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

  2. Connect Quickbooks to Caddi

    Allow

    2Sign in to Quickbooks

    The same click again. Both tools are connected.

  3. Create invoice in Quickbooks when new employee in Gusto.

    Type 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.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 · 150+ tools across legal, finance, and operations

Practical ways to use Gusto and Quickbooks together

  • 01

    Create invoice in Quickbooks when new employee in Gusto.

    Caddi watches Gusto for new employee and create invoice in Quickbooks. No copy-paste, no missed records.

  • 02

    Create employee in Gusto when new invoice in Quickbooks.

    Caddi watches Quickbooks for new invoice and create employee in Gusto so the two systems stay in lockstep.

  • 03

    Create customer in Quickbooks from Gusto events.

    When payroll processed happens in Gusto, Caddi create customer in Quickbooks with the right context attached.

Actions Caddi can take across Gusto and Quickbooks

  • Gusto

    New employee

    Triggers when a new employee is onboarded.

  • Gusto

    Payroll processed

    Triggers when a payroll run completes.

  • Gusto

    Create employee

    Add a new employee to Gusto with onboarding details.

  • Gusto

    Update employee

    Modify an employee's profile, compensation, or benefits.

  • Gusto

    Run payroll

    Start a payroll run for a pay period.

  • 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 Gusto and Quickbooks?

Gusto 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 Gusto 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 Gusto and Quickbooks to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Gusto + 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 Gusto and Quickbooks?

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