AI-native automation
Automate work across
AdvicePay and 
Practifiwith Caddi AI Agents.
Automate anything you do across AdvicePay, Practifi, 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 Practifi
Connect AdvicePay to Caddi
Allow1Sign in to AdvicePay
One click with your own AdvicePay login. No API keys.
Connect Practifi to Caddi
Allow2Sign in to Practifi
The same click again. Both tools are connected.
Create client in Practifi 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 Practifi together
At an RIA the work between AdvicePay and Practifi 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 client in Practifi when new payment received in AdvicePay.
Caddi watches AdvicePay for new payment received and create client in Practifi. No copy-paste, no missed records.
- 02
Create invoice in AdvicePay when new client in Practifi.
Caddi watches Practifi for new client and create invoice in AdvicePay so the two systems stay in lockstep.
- 03
Launch process in Practifi from AdvicePay events.
When new invoice issued happens in AdvicePay, Caddi launch process in Practifi with the right context attached.
Actions Caddi can take across AdvicePay and Practifi
- 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.
- Practifi
New client
Triggers when a new client or household is created.
- Practifi
Process task assigned
Triggers when a workflow task is assigned to a team member.
- Practifi
Account updated
Triggers when an investment account's status changes.
- Practifi
Create client
Open a new Practifi client with household and contact data.
- Practifi
Launch process
Kick off an onboarding, review, or service process for a client.
- Practifi
Update account
Push account changes (status, value, ownership) back to Practifi.
- Practifi
Log activity
Record a meeting, call, or note against a client record.
Common questions
How does Caddi connect AdvicePay and Practifi?
AdvicePay and Practifi 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 Practifi 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 Practifi to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first AdvicePay + Practifi 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 Practifi 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 Practifi?
Drop your work email and we'll show you Caddi running end-to-end against AdvicePay, Practifi, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.