AI-native automation
Automate work across
LawPay 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.
Help me automate vendor Bill Creation in LawPay and Quickbooks. Caddi builds the loop and runs it.
See it on your stack
See Caddi run LawPay and Quickbooks together.
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.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use LawPay and Quickbooks together
- 01
Create invoice in Quickbooks when get contact in LawPay.
Caddi watches LawPay for get contact and create invoice in Quickbooks — no copy-paste, no missed records.
- 02
Create charge in LawPay when new invoice in Quickbooks.
Caddi watches Quickbooks for new invoice and create charge in LawPay so the two systems stay in lockstep.
- 03
Create customer in Quickbooks from LawPay events.
When get transaction happens in LawPay, Caddi create customer in Quickbooks with the right context attached.
Actions Caddi can take across LawPay and Quickbooks
- LawPay
Get contact
Retrieves contact details by ID from Lawpay.
- LawPay
Get transaction
Retrieves detailed transaction information including payment method, status, amounts, and custom data by transaction ID from Lawpay.
- LawPay
Search contacts
Searches contacts by query parameters and returns paginated results from Lawpay.
- LawPay
Search transactions
Searches transactions with complex query filters including date ranges, payment types, and status filters, returning paginated results with full transaction details.
- LawPay
Create charge
Creates a new charge for payment processing using the Payment Gateway API with support for credit cards and bank accounts.
- LawPay
Create contact
Creates a new contact with personal and company information in Lawpay.
- LawPay
Create info request
Creates an info request for client information collection in Lawpay.
- LawPay
Create invoice
Creates a new invoice for a contact with amount and billing details in Lawpay.
- LawPay
Create payment
Processes a payment for invoices associated with a contact in Lawpay.
- LawPay
Update contact
Updates contact information with specified fields in Lawpay.
- 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 LawPay and Quickbooks?
LawPay 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 LawPay 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 LawPay and Quickbooks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first LawPay + 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 LawPay and Quickbooks?
Drop your work email and we'll show you Caddi running end-to-end against LawPay, Quickbooks, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.