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Cross-vertical

Automate Wave with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Wave. It runs 69 supported actions in Wave, including invoice overdue, create invoice, and record payment, 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.

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

Supported actions69
Estimates11
  • Clone estimateCopies a Wave estimate into a new one.
  • Create estimateCreates an estimate in a Wave business.
  • Approve estimateMoves a Wave draft estimate out of draft.
  • Mark estimate acceptedRecords that a customer accepted a Wave estimate.
  • Mark estimate sentRecords that a Wave estimate was delivered outside Wave.
  • Reset estimate acceptanceClears a Wave estimate's acceptance.
  • Send estimateEmails a Wave estimate to its recipients.
  • Update estimateUpdates a Wave estimate.
  • Get estimateRetrieves one estimate of a Wave business.
  • List estimatesLists a Wave business's estimates.
  • Delete estimateDeletes a Wave estimate.
Invoices10
  • Clone invoiceCopies a Wave invoice into a new one.
  • Convert estimate to invoiceTurns a Wave estimate into an invoice.
  • Create invoiceCreates an invoice in a Wave business.
  • Approve invoiceMoves a Wave draft invoice out of draft.
  • Mark invoice sentRecords that a Wave invoice was delivered outside Wave.
  • Send invoiceEmails a Wave invoice to its recipients.
  • Update invoiceApplies a partial update to a Wave invoice.
  • Get invoiceRetrieves one invoice of a Wave business.
  • List invoicesLists a Wave business's invoices.
  • Delete invoiceDeletes a Wave invoice.
Payments10
  • Record estimate deposit paymentRecords a manual deposit against a Wave estimate.
  • Record invoice paymentRecords a manual payment against a Wave invoice.
  • Send estimate deposit payment receiptEmails a receipt for a recorded Wave estimate deposit payment.
  • Send invoice payment receiptEmails a receipt for a recorded Wave invoice payment.
  • Update estimate deposit paymentApplies a partial update to a recorded Wave estimate deposit payment.
  • Update invoice paymentApplies a partial update to a recorded Wave invoice payment.
  • Get estimate paymentRetrieves one estimate payment of a Wave business.
  • Get invoice paymentRetrieves one invoice payment of a Wave business.
  • Delete estimate paymentRemoves a recorded Wave estimate payment.
  • Delete invoice paymentRemoves a recorded Wave invoice payment.
Accounts5
  • Create accountAdds an account to a Wave business's Chart of Accounts.
  • Update accountApplies a partial update to a Wave account.
  • Get accountRetrieves one account of a Wave business.
  • List accountsLists a Wave business's Chart of Accounts.
  • Archive accountHides an account from a Wave Chart of Accounts.
Customers5
  • Create customerCreates a customer in a Wave business.
  • Update customerApplies a partial update to a Wave customer.
  • Get customerRetrieves one customer of a Wave business.
  • List customersLists a Wave business's customers.
  • Delete customerDeletes a Wave customer.
Products5
  • Create productCreates a product or service in a Wave business.
  • Update productApplies a partial update to a Wave product or service.
  • Get productRetrieves one product or service of a Wave business.
  • List productsLists a Wave business's products and services.
  • Archive productHides a Wave product or service from view.
Taxes5
  • Create sales taxCreates a sales tax in a Wave business.
  • Update sales taxApplies a partial update to a Wave sales tax.
  • Get sales taxRetrieves one sales tax of a Wave business.
  • List sales taxesLists the sales taxes a Wave business charges.
  • Archive sales taxHides a Wave sales tax from view.
Companies2
  • Get businessRetrieves one Wave business.
  • List businessesLists the businesses the Wave connection can reach.
Countries2
  • Get countryRetrieves one country Wave accepts on an address.
  • List countriesLists the countries Wave accepts on an address.
Currencies2
  • Get currencyRetrieves one currency Wave can denominate a record in.
  • List currenciesLists the currencies Wave can denominate a record in.
Provinces2
  • Get provinceRetrieves one principal subdivision by code.
  • List country provincesLists a country's principal subdivisions.
Transactions2
  • Create money transactionBooks one double-entry transaction in a Wave business.
  • Create money transactionsBooks several double-entry transactions in a Wave business at once.
Vendors2
  • Get vendorRetrieves one vendor of a Wave business.
  • List vendorsLists the vendors a Wave business buys from.
More6
  • Generate estimate PDFRenders a Wave estimate as a PDF.
  • Send estimate acceptance emailNotifies a customer that their acceptance of a Wave estimate was recorded.
  • Get current userRetrieves the Wave user the connection authenticates as.
  • Get invoice estimate settingsRetrieves a business's invoice and estimate branding settings.
  • List account subtypesLists the Chart of Accounts subtype classifications.
  • List account typesLists the Chart of Accounts type classifications.

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

Visit waveapps.com

How to automate Wave

  1. Connect Wave to Caddi

    Allow

    1Sign in to Wave

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

  2. Automate invoice from CRM in Wave.

    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

Wave integrations

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

164 tools

The details

What Caddi does with Wave

Why teams automate Wave

Wave handles invoicing, accounting and receipts for small firms. Caddi AI Agents move the data into it from the rest of the business.

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 pattern
    1. Wave
    2. HubSpot

    Caddi creates a Wave invoice when a HubSpot deal is marked won.

  • Receipt filing

    Recommended pattern
    1. Wave
    2. Gmail

    Caddi reads receipts from Gmail and records them in Wave with the right category.

  • Payment reconciliation

    Recommended pattern
    1. Wave
    2. Square

    Caddi 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. 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.

Often automated alongside Wave

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See it on your stack

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.