Cross-verticalGeneral Productivity

Automate Gusto with Caddi

Built for professional services teams.

Gusto runs payroll and HR — Caddi handles the cross-system work that every new hire and every payroll cycle creates.

Why automate it

The work around Gusto is where time disappears.

HR data has the most downstream consumers in any firm. Caddi makes sure each one — IT, accounting, training trackers — gets updated automatically.

Workflows

Loops Caddi runs against Gusto

  • New-hire fan-out

    Recommended pattern
    1. Gusto
    2. Microsoft 365
    3. OneDrive

    When a hire is added in Gusto, Caddi provisions the standard accounts, files the offer letter, and updates the onboarding tracker.

  • Payroll-to-accounting post

    Recommended pattern
    1. Gusto
    2. Quickbooks
    3. Xero

    After each pay run, Caddi posts the journal entries to QuickBooks or Xero with the right cost coding.

  • Termination cleanup

    Recommended pattern
    1. Gusto
    2. Google Drive
    3. Slack

    On termination, Caddi runs the firm's offboarding checklist across systems and archives the personnel file.

Where professional services teams use it

Caddi + Gusto, in practice

  • Inbound triage

    Watch Gusto for new items, classify them, and route the right data to the right downstream system — CRM, matter system, or storage.

  • Cross-tool data sync

    Keep Gusto in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using Gusto alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right Gusto update — by email, Slack, or Teams — and capture approvals back into the originating record.

FAQ

Questions about automating Gusto

Does Caddi have a real Gusto integration?

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

Do I need engineering help to automate Gusto with Caddi?

No. You demonstrate the workflow once — clicking through Gusto 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 Gusto 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 Gusto with no model in the loop.

Can Caddi connect Gusto 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 Gusto, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

Ready to automate Gusto?

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