AI-native automation
Automate work across
Slack and 
Xerowith Caddi AI Agents.
Automate anything you do across Slack, Xero, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Slack and Xero
Connect Slack to Caddi
Allow1Sign in to Slack
One click with your own Slack login. No API keys.
Connect Xero to Caddi
Allow2Sign in to Xero
The same click again. Both tools are connected.
Create invoice in Xero when new message in channel in Slack.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 Slack and Xero together
- 01
Create invoice in Xero when new message in channel in Slack.
Caddi watches Slack for new message in channel and create invoice in Xero. No copy-paste, no missed records.
- 02
Send channel message in Slack when new invoice in Xero.
Caddi watches Xero for new invoice and send channel message in Slack so the two systems stay in lockstep.
- 03
Record payment in Xero from Slack events.
When new mention happens in Slack, Caddi record payment in Xero with the right context attached.
Actions Caddi can take across Slack and Xero
- Slack
New message in channel
Triggers when a new message is posted to a channel.
- Slack
New mention
Triggers when the bot or a user is @-mentioned.
- Slack
New reaction added
Triggers when a reaction is added to a message.
- Slack
Send channel message
Post a message to a Slack channel.
- Slack
Send direct message
Send a DM to a user.
- Slack
Upload file
Upload a file to a channel or DM.
- Slack
Set channel topic
Update a channel's topic.
- Xero
New invoice
Triggers when a new invoice is created.
- Xero
Payment received
Triggers when a payment is recorded.
- Xero
New contact
Triggers when a new contact is added.
- Xero
Create invoice
Generate an invoice for a contact with line items.
- Xero
Record payment
Apply a payment against one or more invoices.
- Xero
Create contact
Add a new Xero contact.
- Xero
Create bill
Record a new bill against a vendor.
Common questions
How does Caddi connect Slack and Xero?
Slack and Xero 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 Slack and Xero 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 Slack and Xero to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Slack + Xero 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 Slack and Xero?
Drop your work email and we'll show you Caddi running end-to-end against Slack, Xero, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.