Automate Wave with Caddi AI Agents
Built for professional services teams.
Wave handles invoicing, accounting and receipts for small firms. Caddi AI Agents move the data into it from the rest of the business.
Yes, Caddi integrates with Wave. It runs 6 supported actions in Wave, including invoice paid, invoice overdue, and create invoice, and connects it to Quickbooks, FreshBooks, and Square. 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 paidTriggers when a Wave invoice is paid.
- New customerTriggers when a customer is added.
- Invoice overdueTriggers when an invoice passes its due date.
- Create invoiceDraft an invoice with line items.
- Record paymentMark an invoice paid.
- Create transactionRecord an income or expense transaction.
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 Wave work
30 minutes. We'll show Caddi AI Agents running it end to end.
Discover, automate and govern your Wave work.
Caddi AI Agents find the repetitive work your team does in Wave, 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
Discover
Caddi AI Agents find the repetitive Wave work and rank it by the hours it would give back, with the evidence attached.
- 2
Automate
Show them the job once, like a new hire. They build verified code and run it across your stack.
- 3
Govern
Every automation is reviewed before it runs in production, and every run is logged and replayable.
HubSpotWhat Caddi does with Wave
Why teams automate Wave
Bookkeeping stalls on rekeyed invoices and unfiled receipts. Caddi keeps Wave current from the tools where the work actually happens.
Loops Caddi runs against Wave
Invoice from CRM
Recommended patternCaddi creates a Wave invoice when a HubSpot deal is marked won.
Receipt filing
Recommended patternCaddi reads receipts from Gmail and records them in Wave with the right category.
Payment reconciliation
Recommended patternCaddi matches Square payouts to Wave invoices and flags differences.
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 Wave with no rekeying.
Meeting prep & follow-up
Pull the right Wave 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 Wave metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against Wave, and write the audit-ready record back to the right account.
Questions about automating Wave
Does Caddi have a real Wave integration?
Yes. Caddi runs verified code against Wave's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Wave is reviewed before it runs in production.
Do I need engineering help to automate Wave with Caddi?
No. You demonstrate the workflow, clicking through Wave 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 Wave data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Wave, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect Wave 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 Wave, 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 Wave?
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 Wave?
Drop your work email and we'll show you Caddi running end-to-end against Wave and the rest of your stack.