Cross-verticalFinance Specific

Automate Acumatica with Caddi

Built for professional services teams.

Acumatica runs the firm's ERP and accounting in the cloud. Caddi automates the entries and reconciliation loops around it so teams stop rekeying between systems.

How it works

Automating Acumatica takes one screenshare.

Show Caddi the Acumatica workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.

  1. 1

    Record it once

    Screen-share the Acumatica task the way you already do it.

  2. 2

    Caddi builds it

    It writes verified code, tests it, and connects the rest of your stack.

  3. 3

    It runs for you

    The automation runs on demand, every time, with no model in the loop.

The details

What Caddi does with Acumatica

Why teams automate Acumatica

Firms moving from QuickBooks to Acumatica still post entries and reconcile by hand every week. Caddi runs those steps on a schedule so the books stay current without manual work.

Loops Caddi runs against Acumatica

  • Entry posting

    Recommended pattern
    1. Acumatica
    2. Microsoft Excel

    Caddi reads approved records and posts the entries into Acumatica automatically.

  • Reconciliation run

    Recommended pattern
    1. Acumatica
    2. QuickBooks

    Caddi matches Acumatica records to source data and flags mismatches to the owner.

  • CRM to ERP sync

    Recommended pattern
    1. Acumatica
    2. Salesforce

    Caddi pushes Salesforce records into Acumatica on a daily run.

Where professional services teams use it

  • Client onboarding & account opening

    Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Acumatica with no rekeying.

  • Meeting prep & follow-up

    Pull the right Acumatica data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.

  • Reporting & archiving

    Generate household, performance, or compliance PDFs, file them with the right Acumatica metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

    Reconcile cash receipts, payments, and custodian feeds against Acumatica, and write the audit-ready record back to the right account.

Questions about automating Acumatica

Does Caddi have a real Acumatica integration?

Yes. Caddi runs verified code against Acumatica's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Acumatica is reviewed before it runs in production.

Do I need engineering help to automate Acumatica with Caddi?

No. You demonstrate the workflow once — clicking through Acumatica the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Acumatica data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Acumatica with no model in the loop.

Can Caddi connect Acumatica to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Acumatica, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

Often automated alongside Acumatica

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See it on your stack

Ready to automate Acumatica?

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