Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossGusto and Squarewith Caddi AI Agents.

Connect Gusto and Square: Create invoice in Square when new employee in Gusto. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
GustoProductivity
SquareFinance

Discover, automate and govern the work between Gusto and Square

Caddi AI Agents find the repetitive handoffs between Gusto and Square, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • 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 Square together

  • 01

    Create invoice in Square when new employee in Gusto.

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

  • 02

    Create employee in Gusto when new payment in Square.

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

  • 03

    Create customer in Square from Gusto events.

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

Actions Caddi can take across Gusto and Square

  • 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.

  • Square

    New payment

    Triggers when a payment completes.

  • Square

    Invoice paid

    Triggers when a Square invoice is paid.

  • Square

    New customer

    Triggers when a customer is created.

  • Square

    Create invoice

    Send a Square invoice to a customer.

  • Square

    Create customer

    Add a customer with contact details.

  • Square

    Fetch payouts

    Pull payouts and fees for reconciliation.

Common questions

How does Caddi connect Gusto and Square?

Gusto and Square 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 Square 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 Square to other tools too?

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

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