AI-native automation
Automate work across
AdvicePay and 
Google BigQueryby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run AdvicePay and Google BigQuery together.
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.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use AdvicePay and Google BigQuery together
- 01
Keep AdvicePay and Google BigQuery in lockstep.
Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.
Actions Caddi can take across AdvicePay and Google BigQuery
- AdvicePay
New payment received
Triggers when a client makes a payment via AdvicePay.
- AdvicePay
New invoice issued
Triggers when a new invoice is created for a client.
- AdvicePay
New agreement signed
Triggers when a client signs a billing agreement.
- AdvicePay
Subscription renewed
Triggers when a recurring subscription renews.
- AdvicePay
Create invoice
Generate a one-off invoice or billing statement for a client.
- AdvicePay
Process payment
Run a card or ACH charge against an existing contact.
- AdvicePay
Issue refund
Refund a previous payment in full or part.
- AdvicePay
Create subscription
Spin up a recurring subscription for an advisor's client.
- AdvicePay
Update client
Update a client's contact, billing, or compliance details.
Common questions
How does Caddi connect AdvicePay and Google BigQuery?
AdvicePay and Google BigQuery just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against AdvicePay and Google BigQuery end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect AdvicePay and Google BigQuery to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first AdvicePay + Google BigQuery 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate AdvicePay and Google BigQuery?
Drop your work email and we'll show you Caddi running end-to-end against AdvicePay, Google BigQuery, and the rest of your stack.