Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossSentry and Wavewith Caddi AI Agents.

Connect Sentry and Wave: Create invoice in Wave when new issue in Sentry. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
SentryProductivity
WaveFinance

Discover, automate and govern the work between Sentry and Wave

Caddi AI Agents find the repetitive handoffs between Sentry 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 the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • 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 Sentry and Wave together

  • 01

    Create invoice in Wave when new issue in Sentry.

    Caddi watches Sentry for new issue and create invoice in Wave. No copy-paste, no missed records.

  • 02

    Resolve issue in Sentry when invoice paid in Wave.

    Caddi watches Wave for invoice paid and resolve issue in Sentry so the two systems stay in lockstep.

  • 03

    Record payment in Wave from Sentry events.

    When issue regressed happens in Sentry, Caddi record payment in Wave with the right context attached.

Actions Caddi can take across Sentry and Wave

  • Sentry

    New issue

    Triggers when Sentry groups a new error into an issue.

  • Sentry

    Issue regressed

    Triggers when a resolved issue starts happening again.

  • Sentry

    Alert fired

    Triggers when a Sentry alert rule's threshold is crossed.

  • Sentry

    Resolve issue

    Mark an issue resolved, optionally in the next release.

  • Sentry

    Assign issue

    Assign an issue to a person or team.

  • Sentry

    Fetch issue details

    Pull the stack trace, tags and event counts for an issue.

  • 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 Sentry and Wave?

Sentry 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 Sentry 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 Sentry and Wave to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Sentry + 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 Sentry and Wave?

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