Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18
Cross-verticalFinance Specific

Automate Oracle Fusion ERP with Caddi AI Agents

Built for professional services teams.

Oracle Fusion Cloud ERP runs the ledger, payables and procurement. Caddi AI Agents move data in and out of it from email, documents and the rest of the stack.

Yes, Caddi integrates with Oracle Fusion ERP. It runs 6 supported actions in Oracle Fusion ERP, including invoice created, invoice approved, and period closed, and connects it to Oracle EDM, NetSuite, and SharePoint. 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.

Supported actions6
  • Invoice createdTriggers when a payables invoice is entered.
  • Invoice approvedTriggers when an invoice clears approval.
  • Period closedTriggers when an accounting period closes.
  • Create invoiceEnter a payables invoice with lines.
  • Create journalPost a journal entry to the ledger.
  • Fetch balancesExport account balances for a period.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Get a demo on your Oracle Fusion ERP work

30 minutes. We'll show Caddi AI Agents running it end to end.

How it works

Discover, automate and govern your Oracle Fusion ERP work.

Caddi AI Agents find the repetitive work your team does in Oracle Fusion ERP, learn it the way a new hire would, and run it for you, with every run on the record. No code, no IT ticket, no brittle wiring.

  1. 1

    Discover

    Caddi AI Agents find the repetitive Oracle Fusion ERP work and rank it by the hours it would give back, with the evidence attached.

  2. 2

    Automate

    Show them the job once, like a new hire. They build verified code and run it across your stack.

  3. 3

    Govern

    Every automation is reviewed before it runs in production, and every run is logged and replayable.

The details

What Caddi does with Oracle Fusion ERP

Why teams automate Oracle Fusion ERP

Finance teams rekey invoices, chase approvals and reconcile exports by hand. Caddi runs those steps against Oracle Fusion ERP and surfaces only the exceptions.

Loops Caddi runs against Oracle Fusion ERP

  • Invoice capture

    Recommended pattern
    1. Oracle Fusion ERP
    2. Microsoft Outlook

    Caddi reads vendor invoices from Outlook and creates the payables invoice in Oracle Fusion ERP.

  • Approval routing

    Recommended pattern
    1. Oracle Fusion ERP
    2. Microsoft Teams

    Caddi routes invoices over threshold for approval in Microsoft Teams and records the decision.

  • Close reporting

    Recommended pattern
    1. Oracle Fusion ERP
    2. Google Sheets

    Caddi exports period-end balances from Oracle Fusion ERP into the close workbook in Google Sheets.

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 Oracle Fusion ERP with no rekeying.

  • Meeting prep & follow-up

    Pull the right Oracle Fusion ERP 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 Oracle Fusion ERP metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

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

Questions about automating Oracle Fusion ERP

Does Caddi have a real Oracle Fusion ERP integration?

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

Do I need engineering help to automate Oracle Fusion ERP with Caddi?

No. You demonstrate the workflow, clicking through Oracle Fusion ERP 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 Oracle Fusion ERP data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Oracle Fusion ERP, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Oracle Fusion ERP 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 Oracle Fusion ERP, 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 Oracle Fusion ERP?

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 Oracle Fusion ERP

Browse all
See it on your stack

Ready to automate Oracle Fusion ERP?

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