- Automations
- Ironclad + Xero
AI-native automation
Connect Ironclad and Xero 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


Practical ways to use Ironclad and Xero together
- 01
Keep Ironclad and Xero in lockstep.
Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.
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.
Actions Caddi can take across Ironclad and Xero
XeroNew invoice
Triggers when a new invoice is created.
XeroPayment received
Triggers when a payment is recorded.
XeroNew contact
Triggers when a new contact is added.
XeroCreate invoice
Generate an invoice for a contact with line items.
XeroRecord payment
Apply a payment against one or more invoices.
XeroCreate contact
Add a new Xero contact.
XeroCreate bill
Record a new bill against a vendor.
Common questions
How does Caddi connect Ironclad and Xero?
Ironclad and Xero 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 Ironclad and Xero 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 Ironclad and Xero to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Ironclad + Xero 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 Ironclad and Xero?
Drop your work email and we'll show you Caddi running end-to-end against Ironclad, Xero, and the rest of your stack.




