AI-native automation
Automate work across
AdvicePay and 
NetDocumentswith Caddi AI Agents.
Automate anything you do across AdvicePay, NetDocuments, 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 AdvicePay and NetDocuments
Connect AdvicePay to Caddi
Allow1Sign in to AdvicePay
One click with your own AdvicePay login. No API keys.
Connect NetDocuments to Caddi
Allow2Sign in to NetDocuments
The same click again. Both tools are connected.
Upload document in NetDocuments when new payment received in AdvicePay.
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 AdvicePay and NetDocuments together
- 01
Upload document in NetDocuments when new payment received in AdvicePay.
Caddi watches AdvicePay for new payment received and upload document in NetDocuments. No copy-paste, no missed records.
- 02
Create invoice in AdvicePay when new document in NetDocuments.
Caddi watches NetDocuments for new document and create invoice in AdvicePay so the two systems stay in lockstep.
- 03
Create workspace in NetDocuments from AdvicePay events.
When new invoice issued happens in AdvicePay, Caddi create workspace in NetDocuments with the right context attached.
Actions Caddi can take across AdvicePay and NetDocuments
- 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.
- NetDocuments
New document
Triggers when a document is added to a workspace.
- NetDocuments
Document profiled
Triggers when profile attributes are set on a document.
- NetDocuments
Upload document
Add a document to a workspace with profile attributes.
- NetDocuments
Create workspace
Open a new matter workspace under a cabinet.
- NetDocuments
Search documents
Find documents by content or profile attributes.
- NetDocuments
Update document attributes
Set or change profile fields on a document.
Common questions
How does Caddi connect AdvicePay and NetDocuments?
AdvicePay and NetDocuments 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 NetDocuments 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 NetDocuments to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first AdvicePay + NetDocuments 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.
Ready to automate AdvicePay and NetDocuments?
Drop your work email and we'll show you Caddi running end-to-end against AdvicePay, NetDocuments, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.