Automate Timely with Caddi
Built for professional services teams.
Timely tracks the hours — Caddi turns them into billable invoices and posts to the right accounting and billing systems.
The work around Timely is where time disappears.
Time tracking only pays off when the data flows into invoicing cleanly. Caddi handles the handoff so finance teams don't reconcile manually.
Loops Caddi runs against Timely
Timely-to-billing
Recommended patternCaddi pulls billable hours from Timely each week, applies the firm's rate rules, and creates invoices in FreshBooks or QuickBooks.
Time review approval flow
Recommended patternCaddi posts each manager's review queue to Slack or email, captures approvals, and locks the time entries in Timely.
Matter-level summary
Recommended patternCaddi rolls up Timely hours by matter and posts the summary to the matter system for client billing review.
Caddi + Timely, in practice
Inbound triage
Watch Timely 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 Timely 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 Timely alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Timely update — by email, Slack, or Teams — and capture approvals back into the originating record.
Questions about automating Timely
Does Caddi have a real Timely integration?
Yes. Caddi runs verified code against Timely's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Timely is reviewed before it runs in production.
Do I need engineering help to automate Timely with Caddi?
No. You demonstrate the workflow once — clicking through Timely 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 Timely 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 Timely with no model in the loop.
Can Caddi connect Timely 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 Timely, 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 Timely?
Drop your work email and we'll show you Caddi running end-to-end against Timely and the rest of your stack.