Meet Caddi in personILTACONAug 23–27Future ProofSep 14–17

AI-native automation

Automate work acrossRingCentral and Sage Intacctby AI screensharing.

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

RingCentralProductivity
Sage IntacctProductivity
Any action in this tool.

See it on your stack

See Caddi run RingCentral and Sage Intacct 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 RingCentral and Sage Intacct together

  • 01

    Keep RingCentral and Sage Intacct in lockstep.

    Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.

Actions Caddi can take across RingCentral and Sage Intacct

  • 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 RingCentral and Sage Intacct?

RingCentral and Sage Intacct 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 RingCentral and Sage Intacct 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 RingCentral and Sage Intacct to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first RingCentral + Sage Intacct 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 RingCentral and Sage Intacct?

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