AI-native automation
Automate work across
Orion and 
Quickbookswith Caddi AI Agents.
Automate anything you do across Orion, Quickbooks, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Orion and Quickbooks
Connect Orion to Caddi
Allow1Sign in to Orion
One click with your own Orion login. No API keys.
Connect Quickbooks to Caddi
Allow2Sign in to Quickbooks
The same click again. Both tools are connected.
Create invoice in Quickbooks when account opened in Orion.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 Orion and Quickbooks together
At an RIA the work between Orion and Quickbooks is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
Create invoice in Quickbooks when account opened in Orion.
Caddi watches Orion for account opened and create invoice in Quickbooks. No copy-paste, no missed records.
- 02
Update household in Orion when new invoice in Quickbooks.
Caddi watches Quickbooks for new invoice and update household in Orion so the two systems stay in lockstep.
- 03
Create customer in Quickbooks from Orion events.
When report generated happens in Orion, Caddi create customer in Quickbooks with the right context attached.
Actions Caddi can take across Orion and Quickbooks
- Orion
Account opened
Triggers when a new account is added in Orion.
- Orion
Report generated
Triggers when a client report is produced.
- Orion
Billing run complete
Triggers when a billing cycle finishes.
- Orion
Update household
Write household and account details to Orion.
- Orion
Generate report
Run a client report for a household.
- Orion
Fetch positions
Pull holdings and performance for accounts.
- 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 Orion and Quickbooks?
Orion 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 Orion 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 Orion and Quickbooks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Orion + 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.
Does this work for RIAs and financial advisors?
Yes. Caddi runs Orion and Quickbooks with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate Orion and Quickbooks?
Drop your work email and we'll show you Caddi running end-to-end against Orion, Quickbooks, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.