AI-native automation
Automate work across
Quickbooks and 
Wavewith Caddi AI Agents.
Connect Quickbooks and Wave: Create invoice in Wave when new invoice in Quickbooks. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between Quickbooks and Wave
Caddi AI Agents find the repetitive handoffs between Quickbooks and Wave, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 Wave together
- 01
Create invoice in Wave when new invoice in Quickbooks.
Caddi watches Quickbooks for new invoice and create invoice in Wave. No copy-paste, no missed records.
- 02
Create invoice in Quickbooks when invoice paid in Wave.
Caddi watches Wave for invoice paid and create invoice in Quickbooks so the two systems stay in lockstep.
- 03
Record payment in Wave from Quickbooks events.
When new customer happens in Quickbooks, Caddi record payment in Wave with the right context attached.
Actions Caddi can take across Quickbooks and Wave
- 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.
- Wave
Invoice paid
Triggers when a Wave invoice is paid.
- Wave
New customer
Triggers when a customer is added.
- Wave
Invoice overdue
Triggers when an invoice passes its due date.
- Wave
Create invoice
Draft an invoice with line items.
- Wave
Record payment
Mark an invoice paid.
- Wave
Create transaction
Record an income or expense transaction.
Common questions
How does Caddi connect Quickbooks and Wave?
Quickbooks and Wave 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 Wave 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 Wave to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Quickbooks + Wave 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 Wave?
Drop your work email and we'll show you Caddi running end-to-end against Quickbooks, Wave, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.