AI-native automation
Automate work across
AdvicePay and 
GitHubwith Caddi AI Agents.
Connect AdvicePay and GitHub: Create issue in GitHub when new payment received in AdvicePay. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between AdvicePay and GitHub
Caddi AI Agents find the repetitive handoffs between AdvicePay and GitHub, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 AdvicePay and GitHub together
At an RIA the work between AdvicePay and GitHub 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
Create issue in GitHub when new payment received in AdvicePay.
Caddi watches AdvicePay for new payment received and create issue in GitHub. No copy-paste, no missed records.
- 02
Create invoice in AdvicePay when new issue in GitHub.
Caddi watches GitHub for new issue and create invoice in AdvicePay so the two systems stay in lockstep.
- 03
Comment on issue in GitHub from AdvicePay events.
When new invoice issued happens in AdvicePay, Caddi comment on issue in GitHub with the right context attached.
Actions Caddi can take across AdvicePay and GitHub
- 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.
- GitHub
New issue
Triggers when an issue is opened in a repository.
- GitHub
Pull request merged
Triggers when a pull request is merged.
- GitHub
New release
Triggers when a release is published.
- GitHub
Create issue
Open an issue with labels and assignees.
- GitHub
Comment on issue
Add a comment to an issue or pull request.
- GitHub
Update labels
Add or remove labels on an issue.
Common questions
How does Caddi connect AdvicePay and GitHub?
AdvicePay and GitHub 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 AdvicePay and GitHub 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 AdvicePay and GitHub to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first AdvicePay + GitHub 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 AdvicePay and GitHub 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 AdvicePay and GitHub?
Drop your work email and we'll show you Caddi running end-to-end against AdvicePay, GitHub, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.