AI-native automation
Connect AdvicePay and Surepoint with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- 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
Practical ways to use AdvicePay and Surepoint together
- 01
Create matter in Surepoint when new payment received in AdvicePay.
Caddi watches AdvicePay for new payment received and create matter in Surepoint — no copy-paste, no missed records.
- 02
Create invoice in AdvicePay when new time entry in Surepoint.
Caddi watches Surepoint for new time entry and create invoice in AdvicePay so the two systems stay in lockstep.
- 03
Post time entry in Surepoint from AdvicePay events.
When new invoice issued happens in AdvicePay, Caddi post time entry in Surepoint with the right context attached.
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.
Actions Caddi can take across AdvicePay and Surepoint
- 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.
- Surepoint
New time entry
Triggers when a timekeeper posts time against a matter.
- Surepoint
Invoice generated
Triggers when an invoice is finalized.
- Surepoint
Create matter
Open a new SurePoint matter with client and billing details.
- Surepoint
Post time entry
Record time against a matter and activity code.
- Surepoint
Generate invoice
Bill one or more matters in a single statement.
Common questions
How does Caddi connect AdvicePay and Surepoint?
AdvicePay and Surepoint 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 Surepoint 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 Surepoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first AdvicePay + Surepoint 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 Surepoint?
Drop your work email and we'll show you Caddi running end-to-end against AdvicePay, Surepoint, and the rest of your stack.