AI-native automation
Automate work across
Wave and 
XLR8with Caddi AI Agents.
Automate anything you do across Wave, XLR8, 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 Wave and XLR8
Connect Wave to Caddi
Allow1Sign in to Wave
One click with your own Wave login. No API keys.
Connect XLR8 to Caddi
Allow2Sign in to XLR8
The same click again. Both tools are connected.
When something new comes in to Wave, update XLR8.
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 Wave and XLR8 together
At an RIA the work between Wave and XLR8 is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
Keep Wave and XLR8 in lockstep.
Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.
Actions Caddi can take across Wave and XLR8
- 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 Wave and XLR8?
Wave and XLR8 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 Wave and XLR8 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 Wave and XLR8 to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Wave + XLR8 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 RIAs and financial advisors?
Yes. Caddi runs Wave and XLR8 with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate Wave and XLR8?
Drop your work email and we'll show you Caddi running end-to-end against Wave, XLR8, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.