AI-native automation
Automate work across
Surepoint and 
Wavewith Caddi AI Agents.
Connect Surepoint and Wave: Create invoice in Wave when new time entry in Surepoint. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between Surepoint and Wave
Caddi AI Agents find the repetitive handoffs between Surepoint 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 repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 Surepoint and Wave together
In a law firm the work between Surepoint and Wave 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 invoice in Wave when new time entry in Surepoint.
Caddi watches Surepoint for new time entry and create invoice in Wave. No copy-paste, no missed records.
- 02
Create matter in Surepoint when invoice paid in Wave.
Caddi watches Wave for invoice paid and create matter in Surepoint so the two systems stay in lockstep.
- 03
Record payment in Wave from Surepoint events.
When invoice generated happens in Surepoint, Caddi record payment in Wave with the right context attached.
Actions Caddi can take across Surepoint and Wave
- Surepoint
New time entry
Triggers when a timekeeper posts time against a matter.
- Surepoint
Invoice generated
Triggers when an invoice is finalized.
- Surepoint
Create matter
Open a new SurePoint matter with client and billing details.
- Surepoint
Post time entry
Record time against a matter and activity code.
- Surepoint
Generate invoice
Bill one or more matters in a single statement.
- 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 Surepoint and Wave?
Surepoint 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 Surepoint 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 Surepoint and Wave to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Surepoint + 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.
Does this work for law firms?
Yes. Caddi runs Surepoint and Wave 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 Surepoint and Wave?
Drop your work email and we'll show you Caddi running end-to-end against Surepoint, Wave, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.