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AI-native automation

Automate work acrossOracle EDM and Quickbookswith Caddi AI Agents.

Connect Oracle EDM and Quickbooks: Create invoice in Quickbooks when request submitted in Oracle EDM. 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.
Oracle EDMFinance
QuickbooksProductivity
How it works

Discover, automate and govern the work between Oracle EDM and Quickbooks

Caddi AI Agents find the repetitive handoffs between Oracle EDM and Quickbooks, 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.
Our customers save every month.
  • Am Law 100
  • Barron's Top 10 RIA
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors
Our customers →
What is Caddi

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

Top 3 Use Cases

Practical ways to use Oracle EDM and Quickbooks together

  • 01

    Create invoice in Quickbooks when request submitted in Oracle EDM.

    Caddi watches Oracle EDM for request submitted and create invoice in Quickbooks. No copy-paste, no missed records.

  • 02

    Create request in Oracle EDM when new invoice in Quickbooks.

    Caddi watches Quickbooks for new invoice and create request in Oracle EDM so the two systems stay in lockstep.

  • 03

    Create customer in Quickbooks from Oracle EDM events.

    When request approved happens in Oracle EDM, Caddi create customer in Quickbooks with the right context attached.

Actions

Actions Caddi can take across Oracle EDM and Quickbooks

  • Oracle EDM

    Request submitted

    Triggers when a change request is submitted.

  • Oracle EDM

    Request approved

    Triggers when a request is approved and committed.

  • Oracle EDM

    Node changed

    Triggers when a hierarchy node is added or moved.

  • Oracle EDM

    Create request

    Open a change request for accounts or entities.

  • Oracle EDM

    Fetch hierarchy

    Export a hierarchy or node set.

  • Oracle EDM

    Compare viewpoints

    Check two viewpoints for differences.

  • 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.

FAQ

Common questions

How does Caddi connect Oracle EDM and Quickbooks?

Oracle EDM 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 Oracle EDM 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 Oracle EDM and Quickbooks to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Oracle EDM + 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.

Explore more

Keep digging

See it on your stack

Ready to automate Oracle EDM and Quickbooks?

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