AI-native automation
Automate work across
Quickbooks and 
SharePointwith Caddi AI Agents.
Automate anything you do across Quickbooks, SharePoint, 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 Quickbooks and SharePoint
Connect Quickbooks to Caddi
Allow1Sign in to Quickbooks
One click with your own Quickbooks login. No API keys.
Connect SharePoint to Caddi
Allow2Sign in to SharePoint
The same click again. Both tools are connected.
Upload document in SharePoint when new invoice in Quickbooks.
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 Quickbooks and SharePoint together
- 01
Upload document in SharePoint when new invoice in Quickbooks.
Caddi watches Quickbooks for new invoice and upload document in SharePoint. No copy-paste, no missed records.
- 02
Create invoice in Quickbooks when new document in library in SharePoint.
Caddi watches SharePoint for new document in library and create invoice in Quickbooks so the two systems stay in lockstep.
- 03
Create list item in SharePoint from Quickbooks events.
When new customer happens in Quickbooks, Caddi create list item in SharePoint with the right context attached.
Actions Caddi can take across Quickbooks and SharePoint
- 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.
- 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 Quickbooks and SharePoint?
Quickbooks 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 Quickbooks 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 Quickbooks and SharePoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Quickbooks + 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 Quickbooks and SharePoint?
Drop your work email and we'll show you Caddi running end-to-end against Quickbooks, SharePoint, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.