Meet Caddi in personILTACONAug 23–27Booth 159Future ProofSep 14–17Booth 248 · Zone 1

AI-native automation

Automate work acrossNetSuite and SRFaxby 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 file inbound faxes in NetSuite and SRFax. Caddi builds the loop and runs it.

NetSuiteFinance
Any action in this tool.
SRFaxProductivity
Any action in this tool.

See it on your stack

See Caddi run NetSuite and SRFax 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 NetSuite and SRFax together

  • 01

    Keep NetSuite and SRFax 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.

Actions Caddi can take across NetSuite and SRFax

Caddi can still automate NetSuite and SRFax; we just haven't catalogued every action here yet. Ask us about your specific workflow.

Common questions

How does Caddi connect NetSuite and SRFax?

NetSuite and SRFax 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 NetSuite and SRFax 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 NetSuite and SRFax to other tools too?

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

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