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

AI-native automation

Automate work acrossOracle Fusion ERP and SharePointwith Caddi AI Agents.

Connect Oracle Fusion ERP and SharePoint: Upload document in SharePoint when invoice created in Oracle Fusion ERP. 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 Fusion ERPFinance
SharePointProductivity

Discover, automate and govern the work between Oracle Fusion ERP and SharePoint

Caddi AI Agents find the repetitive handoffs between Oracle Fusion ERP and SharePoint, 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 Oracle Fusion ERP and SharePoint together

  • 01

    Upload document in SharePoint when invoice created in Oracle Fusion ERP.

    Caddi watches Oracle Fusion ERP for invoice created and upload document in SharePoint. No copy-paste, no missed records.

  • 02

    Create invoice in Oracle Fusion ERP when new document in library in SharePoint.

    Caddi watches SharePoint for new document in library and create invoice in Oracle Fusion ERP so the two systems stay in lockstep.

  • 03

    Create list item in SharePoint from Oracle Fusion ERP events.

    When invoice approved happens in Oracle Fusion ERP, Caddi create list item in SharePoint with the right context attached.

Actions Caddi can take across Oracle Fusion ERP and SharePoint

  • Oracle Fusion ERP

    Invoice created

    Triggers when a payables invoice is entered.

  • Oracle Fusion ERP

    Invoice approved

    Triggers when an invoice clears approval.

  • Oracle Fusion ERP

    Period closed

    Triggers when an accounting period closes.

  • Oracle Fusion ERP

    Create invoice

    Enter a payables invoice with lines.

  • Oracle Fusion ERP

    Create journal

    Post a journal entry to the ledger.

  • Oracle Fusion ERP

    Fetch balances

    Export account balances for a period.

  • SharePoint

    New document in library

    Triggers when a file is added to a document library.

  • SharePoint

    List item created

    Triggers when a new list item is added.

  • SharePoint

    Upload document

    Add a file to a SharePoint document library.

  • SharePoint

    Create list item

    Add a new item to a SharePoint list.

  • SharePoint

    Update list item

    Modify fields on an existing list item.

  • SharePoint

    Search files

    Find files across a site or library.

Common questions

How does Caddi connect Oracle Fusion ERP and SharePoint?

Oracle Fusion ERP and SharePoint 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 Fusion ERP and SharePoint 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 Fusion ERP and SharePoint to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Oracle Fusion ERP + SharePoint 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 Oracle Fusion ERP and SharePoint?

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