Time and billing automation

Automate time and billing.
Capture more, bill faster.

Caddi captures time from the work your team is already doing, assembles prebills and invoices from your systems, and gets them out on schedule. Billable time stops leaking, the monthly billing scramble shrinks, and your cash cycle gets shorter without anyone chasing entries by hand.

Trusted by leading firms
The case for automating billing

Unbilled time is revenue you already earned.

Time that never gets captured and invoices that go out late are pure leakage, and the manual billing cycle is one of the most painful weeks of every month. Automating it protects revenue you already earned and gets it collected sooner.

  • 01

    Capture the time you are losing

    Work that never made it onto a timesheet is revenue gone. Caddi captures entries from the activity your team already produces, so fewer billable minutes slip away.

  • 02

    A shorter billing cycle

    Prebills and invoices assembled automatically from your systems turn a multi-day scramble into a review. Bills go out sooner and cash comes in faster.

  • 03

    Consistent, defensible invoices

    The same rules applied every cycle means fewer write-downs and fewer client disputes, because the numbers are built the same way every time.

How it works

Caddi turns your screenshares into AI automations.

Use Cases

The billing cycle, on autopilot.

Caddi learns how your team captures time and produces bills and turns it into a reliable, auditable automation across your billing stack.
  • 01/ 06Use case

    Capture time entries automatically

    Caddi turns the work your team already logs across systems into draft time entries, so billable minutes get recorded instead of forgotten at the end of the day.

    Typical stack
    • Toggl
    • Clio
    • Salesforce
    • Microsoft 365
Workflow library

Real time and billing workflows teams automate with Caddi.

These are live timekeeping and billing workflows from the Caddi library. Open one to see the tools it touches and the steps it runs.
View all time & billing workflows
Integrations & Apps

Runs across the billing stack you already own.

  • Toggl
  • Clio
  • QuickBooks
  • Xero
  • Stripe
  • Expensify
  • Salesforce
See all integrations
Benefits

Protected revenue, built to your bar.

  • 01

    Built by your billing team

    Your team records the billing workflow once. No engineers, no IT ticket, no waiting on a roadmap.

  • 02

    No hallucination risk on the numbers

    Verified code assembles bills from your data via API. No AI improvising over a client's invoice.

  • 03

    Leakage you can measure

    Time captured, days to bill, invoices out, all reportable to leadership in one dashboard.

  • 04

    Inherits your team's permissions

    Caddi runs with the access your billing staff already have. No new privileged accounts to govern.

Security & Controls

Built to pass your risk and IT review.

SOC 2

Attested controls. An audit trail you can defend.

Every workflow, every input, every output is logged and reviewable. Your finance and IT team can walk through any run end-to-end: who built it, what it touched, and what it produced, all on the record.

AI at design time, code at runtime

No autonomous AI acting on your data.

AI helps build the automation once. What ships and runs every day is deterministic code calling your systems via API, with no model improvising over your records at runtime. LLM calls used during a run execute under enterprise zero-data-retention agreements and are never used for training.

Stop leaving billable time on the table.

See how firms use Caddi to capture more time and bill faster, in a 30-minute walkthrough on your own billing workflow.