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AI-native automation

Automate work acrossSquare and TimeSolvwith Caddi AI Agents.

Automate anything you do across Square, TimeSolv, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Square and TimeSolv

  1. Connect Square to Caddi

    Allow

    1Sign in to Square

    One click with your own Square login. No API keys.

  2. Connect TimeSolv to Caddi

    Allow

    2Sign in to TimeSolv

    The same click again. Both tools are connected.

  3. Create matter in TimeSolv when new payment in Square.

    ScreenshareType it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • 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 Square and TimeSolv together

In a law firm the work between Square and TimeSolv is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.

  • 01

    Create matter in TimeSolv when new payment in Square.

    Caddi watches Square for new payment and create matter in TimeSolv. No copy-paste, no missed records.

  • 02

    Create invoice in Square when new time entry in TimeSolv.

    Caddi watches TimeSolv for new time entry and create invoice in Square so the two systems stay in lockstep.

  • 03

    Post time entry in TimeSolv from Square events.

    When invoice paid happens in Square, Caddi post time entry in TimeSolv with the right context attached.

Actions Caddi can take across Square and TimeSolv

  • Square

    New payment

    Triggers when a payment completes.

  • Square

    Invoice paid

    Triggers when a Square invoice is paid.

  • Square

    New customer

    Triggers when a customer is created.

  • Square

    Create invoice

    Send a Square invoice to a customer.

  • Square

    Create customer

    Add a customer with contact details.

  • Square

    Fetch payouts

    Pull payouts and fees for reconciliation.

  • TimeSolv

    New time entry

    Triggers when a timekeeper posts time.

  • TimeSolv

    Invoice issued

    Triggers when an invoice is finalized.

  • TimeSolv

    Create matter

    Open a new TimeSolv matter with client and billing details.

  • TimeSolv

    Post time entry

    Record time against a matter and activity code.

  • TimeSolv

    Add expense

    Record a billable expense against a matter.

  • TimeSolv

    Generate invoice

    Bill one or more matters in a single statement.

Common questions

How does Caddi connect Square and TimeSolv?

Square and TimeSolv 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 Square and TimeSolv 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 Square and TimeSolv to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Square + TimeSolv 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.

Does this work for law firms?

Yes. Caddi runs Square and TimeSolv with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.

Ready to automate Square and TimeSolv?

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