AI-native automation
Automate work across
8x8 and 
MoneyGuideProwith Caddi AI Agents.
Automate anything you do across 8x8, MoneyGuidePro, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect 8x8 and MoneyGuidePro
Connect 8x8 to Caddi
Allow1Sign in to 8x8
One click with your own 8x8 login. No API keys.
Connect MoneyGuidePro to Caddi
Allow2Sign in to MoneyGuidePro
The same click again. Both tools are connected.
When something new comes in to 8x8, update MoneyGuidePro.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations
Practical ways to use 8x8 and MoneyGuidePro together
At an RIA the work between 8x8 and MoneyGuidePro is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
Keep 8x8 and MoneyGuidePro in lockstep.
Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.
Actions Caddi can take across 8x8 and MoneyGuidePro
- MoneyGuidePro
New client added
Triggers when a new household is added to MoneyGuidePro.
- MoneyGuidePro
Plan updated
Triggers when a plan's inputs or scenarios change.
- MoneyGuidePro
Create client
Open a new MoneyGuidePro client with household details.
- MoneyGuidePro
Update goals
Push new retirement, education, or insurance goals into a plan.
- MoneyGuidePro
Generate plan PDF
Render the latest plan as a client-ready PDF.
Common questions
How does Caddi connect 8x8 and MoneyGuidePro?
8x8 and MoneyGuidePro just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against 8x8 and MoneyGuidePro end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect 8x8 and MoneyGuidePro to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first 8x8 + MoneyGuidePro loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.
Does this work for RIAs and financial advisors?
Yes. Caddi runs 8x8 and MoneyGuidePro with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate 8x8 and MoneyGuidePro?
Drop your work email and we'll show you Caddi running end-to-end against 8x8, MoneyGuidePro, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.