Automate Xero with Caddi
Built for professional services teams.
Xero runs the books — Caddi handles the data flowing in and the records flowing out.
The work around Xero is where time disappears.
Xero data only stays clean if someone keeps it that way. Caddi posts payments, builds bills, and reconciles receipts automatically.
Loops Caddi runs against Xero
Receipt-to-invoice reconciliation
Recommended patternCaddi extracts payment details from incoming receipts and matches them to the right Xero invoice with the matter or client coded.
Daily payment posting
Recommended patternCaddi summarizes daily payment activity and posts the journal entries to Xero with the right customer coding.
Expense report posting
Recommended patternCaddi pulls approved Expensify reports and posts them to Xero with the right matter/client coding.
Caddi + Xero, in practice
Inbound triage
Watch Xero 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 Xero 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 Xero alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Xero update — by email, Slack, or Teams — and capture approvals back into the originating record.
Questions about automating Xero
Does Caddi have a real Xero integration?
Yes. Caddi runs verified code against Xero's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Xero is reviewed before it runs in production.
Do I need engineering help to automate Xero with Caddi?
No. You demonstrate the workflow once — clicking through Xero 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 Xero 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 Xero with no model in the loop.
Can Caddi connect Xero 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 Xero, 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 Xero?
Drop your work email and we'll show you Caddi running end-to-end against Xero and the rest of your stack.