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Cross-vertical

Automate Oracle Fusion ERP with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Oracle Fusion ERP. It runs 14 supported actions in Oracle Fusion ERP, including create invoice, create journal, and fetch balances, 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.

The differenceMost Oracle Fusion ERP integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Oracle Fusion ERP and every tool it touches, each through its API.

Supported actions14
Account balances2
  • List account group balancesReads general ledger balances for an account group.
  • List ledger balancesReads general ledger balances for an account combination.
Batches2
  • Get journal batchReads one general ledger journal batch.
  • List journal batchesSearches general ledger journal batches.
Customers2
  • Get customer accountReads one receivables customer account.
  • List customer accountsSearches receivables customer accounts.
Invoices2
  • Get receivables invoiceReads one receivables invoice.
  • List receivables invoicesSearches receivables invoices.
Journal entries2
  • Get journalReads one journal within a general ledger journal batch.
  • List journalsReads the journals in a general ledger journal batch.
Line items2
  • List journal linesReads the lines of a general ledger journal.
  • List receivables invoice linesReads the billed lines of a receivables invoice.
More2
  • List accounting periodsReads the periods of an accounting calendar.
  • List ledgersReads the ledgers and ledger sets the user can reach.

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

How to automate Oracle Fusion ERP

  1. Connect Oracle Fusion ERP to Caddi

    Allow

    1Sign in to Oracle Fusion ERP

    One click with your own Oracle Fusion ERP login. No API keys.

  2. Automate invoice capture in Oracle Fusion ERP.

    ScreenshareType 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

Oracle Fusion ERP integrations

Connect Oracle Fusion ERP with any of the 164 other tools Caddi works with. Pick one to see what Caddi automates between them.

The details

What Caddi does with Oracle Fusion ERP

Why teams automate Oracle Fusion ERP

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.

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. 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.

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.