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

AI-native automation

Automate work acrossOneDrive and Wavewith Caddi AI Agents.

Connect OneDrive and Wave: Create invoice in Wave when new file in folder in OneDrive. 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.
OneDriveProductivity
WaveFinance

Discover, automate and govern the work between OneDrive and Wave

Caddi AI Agents find the repetitive handoffs between OneDrive and Wave, 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 OneDrive and Wave together

  • 01

    Create invoice in Wave when new file in folder in OneDrive.

    Caddi watches OneDrive for new file in folder and create invoice in Wave. No copy-paste, no missed records.

  • 02

    Upload file in OneDrive when invoice paid in Wave.

    Caddi watches Wave for invoice paid and upload file in OneDrive so the two systems stay in lockstep.

  • 03

    Record payment in Wave from OneDrive events.

    When file updated happens in OneDrive, Caddi record payment in Wave with the right context attached.

Actions Caddi can take across OneDrive and Wave

  • OneDrive

    New file in folder

    Triggers when a file is added to a watched folder.

  • OneDrive

    File updated

    Triggers when a file is modified.

  • OneDrive

    Upload file

    Add a file to a OneDrive folder.

  • OneDrive

    Create folder

    Create a new folder under a parent.

  • OneDrive

    Move file

    Move a file between folders.

  • OneDrive

    Read Excel sheet

    Read a range of cells from an Excel workbook in OneDrive.

  • Wave

    Invoice paid

    Triggers when a Wave invoice is paid.

  • Wave

    New customer

    Triggers when a customer is added.

  • Wave

    Invoice overdue

    Triggers when an invoice passes its due date.

  • Wave

    Create invoice

    Draft an invoice with line items.

  • Wave

    Record payment

    Mark an invoice paid.

  • Wave

    Create transaction

    Record an income or expense transaction.

Common questions

How does Caddi connect OneDrive and Wave?

OneDrive and Wave 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 OneDrive and Wave 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 OneDrive and Wave to other tools too?

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

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