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Automate Stripe with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Stripe. It runs 7 supported actions in Stripe, including subscription created, refund issued, and create customer, and connects it to Quickbooks, Xero, and FreshBooks. 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 Stripe integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Stripe and every tool it touches, including the screens with no API.

Supported actions7
  • New chargeTriggers when a successful charge is processed.
  • Subscription createdTriggers when a new subscription starts.
  • Refund issuedTriggers when a refund is processed.
  • Create customerAdd a new Stripe customer with payment method.
  • Create chargeCharge a customer's card or bank account.
  • Create invoiceGenerate an invoice for a customer.
  • Create subscriptionStart a recurring subscription for a customer.

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

Building on the Stripe API?Visit stripe.com

How to automate Stripe

  1. Connect Stripe to Caddi

    Allow

    1Sign in to Stripe

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

  2. Automate payment-to-books posting in Stripe.

    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.

The details

What Caddi does with Stripe

Why teams automate Stripe

Stripe processes the money — Caddi AI Agents run the records around it.

Every Stripe event has downstream consumers: the books, the CRM, the customer email. Caddi runs them all without anyone manually exporting CSVs.

Loops Caddi runs against Stripe

  • Payment-to-books posting

    Recommended pattern
    1. Stripe
    2. Quickbooks
    3. Xero

    Caddi summarizes daily Stripe activity and posts the journal entries to QuickBooks or Xero with the right customer coding.

  • Failed-payment chase

    Recommended pattern
    1. Stripe
    2. Microsoft Outlook
    3. HubSpot

    Caddi identifies failed Stripe charges, drafts the personalized outreach, and updates the CRM with the result.

  • Invoice reconciliation

    Recommended pattern
    1. Stripe
    2. FreshBooks
    3. Quickbooks

    Caddi matches Stripe payments against open invoices in your billing system and writes the reconciled record back.

Where professional services teams use it

  • Inbound triage

    Watch Stripe 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 Stripe 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 Stripe alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

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

Questions about automating Stripe

Does Caddi have a real Stripe integration?

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

Do I need engineering help to automate Stripe with Caddi?

No. You demonstrate the workflow, clicking through Stripe 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 Stripe data safe?

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

Can Caddi connect Stripe 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 Stripe, 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 Stripe?

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 Stripe

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See it on your stack

Ready to automate Stripe?

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