AI-native automation
Automate work across
Surepoint and 
Xeroby 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.
Help me automate daily payment posting in Surepoint and Xero. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Surepoint and Xero together.
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.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Surepoint and Xero together
- 01
Create invoice in Xero when new time entry in Surepoint.
Caddi watches Surepoint for new time entry and create invoice in Xero — no copy-paste, no missed records.
- 02
Create matter in Surepoint when new invoice in Xero.
Caddi watches Xero for new invoice and create matter in Surepoint so the two systems stay in lockstep.
- 03
Record payment in Xero from Surepoint events.
When invoice generated happens in Surepoint, Caddi record payment in Xero with the right context attached.
Actions Caddi can take across Surepoint and Xero
- 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.
- 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 Surepoint and Xero?
Surepoint 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 Surepoint 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 Surepoint and Xero to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Surepoint + 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 Surepoint and Xero?
Drop your work email and we'll show you Caddi running end-to-end against Surepoint, Xero, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.