Meet Caddi in personILTACONAug 23–27Future ProofSep 14–17

AI-native automation

Automate work acrossOrion and Stripeby 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.

OrionFinance
StripeProductivity

See it on your stack

See Caddi run Orion and Stripe 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 Orion and Stripe together

  • 01

    Create customer in Stripe when describe report parameters in Orion.

    Caddi watches Orion for describe report parameters and create customer in Stripe — no copy-paste, no missed records.

  • 02

    Generate report in Orion when new charge in Stripe.

    Caddi watches Stripe for new charge and generate report in Orion so the two systems stay in lockstep.

  • 03

    Create charge in Stripe from Orion events.

    When download report happens in Orion, Caddi create charge in Stripe with the right context attached.

Actions Caddi can take across Orion and Stripe

  • Orion

    Describe report parameters

    Searches all available reports by name, retrieves parameter requirements and options, normalizes complex API structures into simple parameter descriptions that automation scripts can easily underst…

  • Orion

    Download report

    Downloads a report using the URL returned from GenerateReport and saves it to S3.

  • Orion

    Resolve entity ID

    Searches for households, registrations, and accounts by name and returns their numeric IDs.

  • Orion

    Generate report

    Generates Orion reports (standard or envision) with parameter overrides for dates, entities, and output format.

  • Stripe

    New charge

    Triggers when a successful charge is processed.

  • Stripe

    Subscription created

    Triggers when a new subscription starts.

  • Stripe

    Refund issued

    Triggers when a refund is processed.

  • Stripe

    Create customer

    Add a new Stripe customer with payment method.

  • Stripe

    Create charge

    Charge a customer's card or bank account.

  • Stripe

    Create invoice

    Generate an invoice for a customer.

  • Stripe

    Create subscription

    Start a recurring subscription for a customer.

Common questions

How does Caddi connect Orion and Stripe?

Orion and Stripe 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 Stripe 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, but once the loop ships it runs deterministically — no model in the loop at runtime.

Can Caddi connect Orion and Stripe to other tools too?

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

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