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Automate Acumatica with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Acumatica. It runs the Acumatica steps your team does by hand today, and connects it to Quickbooks, NetSuite, and Salesforce. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Acumatica integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Acumatica and every tool it touches, including the screens with no API.

Building on the Acumatica API?Visit acumatica.com

How to automate Acumatica

  1. Connect Acumatica to Caddi

    Allow

    1Sign in to Acumatica

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

  2. Automate entry posting in Acumatica.

    Type it

    2Show or tell it

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

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Acumatica integrations

Connect Acumatica with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Acumatica

Why teams automate Acumatica

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

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, 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; once generated, it executes as deterministic code against Acumatica, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

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.

How do I find what to automate in Acumatica?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

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.