AI-native automation
Automate work across
Quickbooks and 
RingCentralby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run Quickbooks and RingCentral together.
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.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — 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.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Quickbooks and RingCentral together
- 01
Send SMS in RingCentral when new invoice in Quickbooks.
Caddi watches Quickbooks for new invoice and send sms in RingCentral — no copy-paste, no missed records.
- 02
Create invoice in Quickbooks when new call logged in RingCentral.
Caddi watches RingCentral for new call logged and create invoice in Quickbooks so the two systems stay in lockstep.
- 03
Send fax in RingCentral from Quickbooks events.
When new customer happens in Quickbooks, Caddi send fax in RingCentral with the right context attached.
Actions Caddi can take across Quickbooks and RingCentral
- 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.
- RingCentral
New call logged
Triggers when a call is recorded in the call log.
- RingCentral
New SMS message
Triggers when a new SMS arrives.
- RingCentral
New fax
Triggers when a new fax is received.
- RingCentral
Send SMS
Send an SMS message to one or more numbers.
- RingCentral
Send fax
Send a fax with one or more attached documents.
- RingCentral
Post message to team
Post a message to a RingCentral team chat.
Common questions
How does Caddi connect Quickbooks and RingCentral?
Quickbooks and RingCentral just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Quickbooks and RingCentral end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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 Quickbooks and RingCentral to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Quickbooks + RingCentral 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Quickbooks and RingCentral?
Drop your work email and we'll show you Caddi running end-to-end against Quickbooks, RingCentral, and the rest of your stack.