Waitlist2026 State of AI at Enterprise RIAs2026 State of AI at RIAsOut Nov 6On demandOther eventsNext: ADVISE AI, Oct 20–22Booth 204

AI-native automation

Automate work acrossQuickbooks and Togglwith Caddi AI Agents.

Automate anything you do across Quickbooks, Toggl, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Quickbooks and Toggl

  1. Connect Quickbooks to Caddi

    Allow

    1Sign in to Quickbooks

    One click with your own Quickbooks login. No API keys.

  2. Connect Toggl to Caddi

    Allow

    2Sign in to Toggl

    The same click again. Both tools are connected.

  3. Turn tracked Toggl hours into QuickBooks invoices.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 Toggl together

  • 01

    Turn tracked Toggl hours into QuickBooks invoices.

    Each billing cycle, Caddi pulls billable entries from Toggl, applies your rates and write-off rules, and builds the QuickBooks invoice with the supporting time detail attached.

  • 02

    Sync Toggl clients and projects into QuickBooks.

    When a project is created or updated in Toggl, Caddi keeps the matching QuickBooks customer and project in step so time always bills to the right account.

  • 03

    Reconcile billed hours against QuickBooks.

    Caddi matches invoiced amounts in QuickBooks back to the Toggl entries behind them, flags any gap, and keeps the two systems in agreement.

Actions Caddi can take across Quickbooks and Toggl

  • 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.

  • Toggl

    New time entry

    Triggers when a time entry is logged in Toggl.

  • Toggl

    Timer stopped

    Triggers when a running timer is stopped and the entry is finalized.

  • Toggl

    Project updated

    Triggers when a project's status, client, or budget changes.

  • Toggl

    Create time entry

    Log a time entry against a project, client, and tag.

  • Toggl

    Start timer

    Start a running timer for a workspace user.

  • Toggl

    Stop timer

    Stop the active timer and save the entry.

  • Toggl

    Create project

    Spin up a new Toggl project with client, budget, and team.

  • Toggl

    Generate report

    Pull a summary or detailed time report for a date range.

Common questions

How does Caddi connect Quickbooks and Toggl?

Quickbooks and Toggl 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 Toggl 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 Toggl to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Quickbooks + Toggl 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 Toggl?

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