AI-native automation
Automate work across
PreciseFP and 
Surepointwith Caddi AI Agents.
Automate anything you do across PreciseFP, Surepoint, 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 PreciseFP and Surepoint
Connect PreciseFP to Caddi
Allow1Sign in to PreciseFP
One click with your own PreciseFP login. No API keys.
Connect Surepoint to Caddi
Allow2Sign in to Surepoint
The same click again. Both tools are connected.
When something new comes in to PreciseFP, update Surepoint.
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 PreciseFP and Surepoint together
- 01
Keep PreciseFP and Surepoint in lockstep.
Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.
Actions Caddi can take across PreciseFP and Surepoint
- Surepoint
New time entry
Triggers when a timekeeper posts time against a matter.
- Surepoint
Invoice generated
Triggers when an invoice is finalized.
- Surepoint
Create matter
Open a new SurePoint matter with client and billing details.
- Surepoint
Post time entry
Record time against a matter and activity code.
- Surepoint
Generate invoice
Bill one or more matters in a single statement.
Common questions
How does Caddi connect PreciseFP and Surepoint?
PreciseFP and Surepoint 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 PreciseFP and Surepoint 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 PreciseFP and Surepoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first PreciseFP + Surepoint 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 PreciseFP and Surepoint?
Drop your work email and we'll show you Caddi running end-to-end against PreciseFP, Surepoint, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.