AI-native automation

Automate work acrossRocket Matter and Stripeby AI screensharing.

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

Rocket MatterLegal
StripeProductivity

See it on your stack

See Caddi run Rocket Matter and Stripe 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 Rocket Matter and Stripe together

  • 01

    Create customer in Stripe when new matter in Rocket Matter.

    Caddi watches Rocket Matter for new matter and create customer in Stripe — no copy-paste, no missed records.

  • 02

    Create matter in Rocket Matter when new charge in Stripe.

    Caddi watches Stripe for new charge and create matter in Rocket Matter so the two systems stay in lockstep.

  • 03

    Create charge in Stripe from Rocket Matter events.

    When time entry posted happens in Rocket Matter, Caddi create charge in Stripe with the right context attached.

Actions Caddi can take across Rocket Matter and Stripe

  • Rocket Matter

    New matter

    Triggers when a new matter is opened in Rocket Matter.

  • Rocket Matter

    Time entry posted

    Triggers when a new time entry is recorded.

  • Rocket Matter

    New invoice

    Triggers when an invoice is generated.

  • Rocket Matter

    Create matter

    Open a new Rocket Matter matter with client and billing details.

  • Rocket Matter

    Post time entry

    Record a time entry against a matter.

  • Rocket Matter

    Add expense

    Record a billable expense against a matter.

  • Rocket Matter

    Add note

    Log a timestamped note against a matter.

  • Stripe

    New charge

    Triggers when a successful charge is processed.

  • Stripe

    Subscription created

    Triggers when a new subscription starts.

  • Stripe

    Refund issued

    Triggers when a refund is processed.

  • Stripe

    Create customer

    Add a new Stripe customer with payment method.

  • Stripe

    Create charge

    Charge a customer's card or bank account.

  • Stripe

    Create invoice

    Generate an invoice for a customer.

  • Stripe

    Create subscription

    Start a recurring subscription for a customer.

Common questions

How does Caddi connect Rocket Matter and Stripe?

Rocket Matter and Stripe 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 Rocket Matter and Stripe 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 Rocket Matter and Stripe to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Rocket Matter + Stripe 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 Rocket Matter and Stripe?

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