AI-native automation

Automate work acrossQuickbooks and Typeformby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

QuickbooksProductivity
TypeformProductivity

See it on your stack

See Caddi run Quickbooks and Typeform together.

  • Brighton Jones
  • 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.
  • 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.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Quickbooks and Typeform together

  • 01

    Create response in Typeform when new invoice in Quickbooks.

    Caddi watches Quickbooks for new invoice and create response in Typeform — no copy-paste, no missed records.

  • 02

    Create invoice in Quickbooks when new form response in Typeform.

    Caddi watches Typeform for new form response and create invoice in Quickbooks so the two systems stay in lockstep.

  • 03

    Create response in Typeform from Quickbooks events.

    When new customer happens in Quickbooks, Caddi create response in Typeform with the right context attached.

Actions Caddi can take across Quickbooks and Typeform

  • 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.

  • Typeform

    New form response

    Triggers when a respondent submits a Typeform.

  • Typeform

    Create response

    Submit a programmatic response to a Typeform.

Common questions

How does Caddi connect Quickbooks and Typeform?

Quickbooks and Typeform 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 Typeform 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 Typeform to other tools too?

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

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