Cross-verticalFinance Specific

Automate NetSuite with Caddi

Built for professional services teams.

NetSuite runs the firm's ERP and accounting in the cloud. Caddi automates the loops that move data in and out so teams stop exporting and rekeying between systems.

How it works

Automating NetSuite takes one screenshare.

Show Caddi the NetSuite 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 NetSuite 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 NetSuite

Why teams automate NetSuite

Firms migrating accounting into NetSuite still shuffle entries and reports by hand every week. Caddi moves the data on a schedule so records land where they belong without manual steps.

Loops Caddi runs against NetSuite

  • Entry posting

    Recommended pattern
    1. NetSuite
    2. Microsoft Excel

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

  • CRM to ERP sync

    Recommended pattern
    1. NetSuite
    2. Salesforce

    Caddi pushes Salesforce records into NetSuite on a daily run.

  • Financial report export

    Recommended pattern
    1. NetSuite
    2. Microsoft Excel
    3. Slack

    Caddi pulls NetSuite data, builds the report, and shares it with finance.

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 NetSuite with no rekeying.

  • Meeting prep & follow-up

    Pull the right NetSuite 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 NetSuite metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

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

Questions about automating NetSuite

Does Caddi have a real NetSuite integration?

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

Do I need engineering help to automate NetSuite with Caddi?

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

Can Caddi connect NetSuite 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 NetSuite, 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 NetSuite

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See it on your stack

Ready to automate NetSuite?

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