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AI-native automation

Automate work acrossShareFile and Stripeby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

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Help me automate payment-to-books posting in ShareFile and Stripe. Caddi builds the loop and runs it.

ShareFileProductivity
StripeProductivity

See it on your stack

See Caddi run ShareFile and Stripe together.

  • 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.
  • 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 · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

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

Practical ways to use ShareFile and Stripe together

  • 01

    Create customer in Stripe when new file in folder in ShareFile.

    Caddi watches ShareFile for new file in folder and create customer in Stripe — no copy-paste, no missed records.

  • 02

    Upload file in ShareFile when new charge in Stripe.

    Caddi watches Stripe for new charge and upload file in ShareFile so the two systems stay in lockstep.

  • 03

    Create charge in Stripe from ShareFile events.

    When shared link created happens in ShareFile, Caddi create charge in Stripe with the right context attached.

Actions Caddi can take across ShareFile and Stripe

  • ShareFile

    New file in folder

    Triggers when a file is uploaded to a watched folder.

  • ShareFile

    Shared link created

    Triggers when a new shared link is generated.

  • ShareFile

    Upload file

    Add a file to a ShareFile folder.

  • ShareFile

    Create folder

    Create a new folder under a parent.

  • ShareFile

    Send file via link

    Send a secure link to one or more recipients.

  • 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 ShareFile and Stripe?

ShareFile and Stripe 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 ShareFile and Stripe 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 ShareFile and Stripe to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first ShareFile + 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 that first walkthrough. The Caddi team reviews every loop before it runs in production.

Ready to automate ShareFile and Stripe?

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