AI-native automation
Automate work across
Bloomberg and 
Harveywith Caddi AI Agents.
Automate anything you do across Bloomberg, Harvey, 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 Bloomberg and Harvey
Connect Bloomberg to Caddi
Allow1Sign in to Bloomberg
One click with your own Bloomberg login. No API keys.
Connect Harvey to Caddi
Allow2Sign in to Harvey
The same click again. Both tools are connected.
Attach market context to the Harvey analysis.
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 Bloomberg and Harvey together
- 01
Attach market context to the Harvey analysis.
Caddi pulls the relevant Bloomberg data and attaches it to the document Harvey is analyzing, so the analysis arrives with the numbers it needs rather than a request for them.
- 02
Route deal documents to Harvey as they land.
Caddi sends new deal documents to Harvey for review and brings the output back to the deal file, so the first read happens without waiting on an associate's queue.
- 03
Keep the deal file current.
As Harvey completes documents and the underlying data moves, Caddi updates the deal record so the file reflects the current state of the transaction.
Actions Caddi can take across Bloomberg and Harvey
- Harvey
Document ready
Triggers when a document is queued for Harvey to process.
- Harvey
Review requested
Triggers when a redline or review is requested on a draft.
- Harvey
Analysis complete
Triggers when Harvey finishes a summary, redline, or extraction.
- Harvey
Redline document
Send a draft to Harvey for AI redlining and markup.
- Harvey
Summarize document
Generate a summary of a document or document set.
- Harvey
Extract clauses
Pull key clauses, terms, or issues from a document.
- Harvey
Answer question
Run a research or document question against Harvey.
Common questions
How does Caddi connect Bloomberg and Harvey?
Bloomberg and Harvey 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 Bloomberg and Harvey 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 Bloomberg and Harvey to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Bloomberg + Harvey 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 Bloomberg and Harvey?
Drop your work email and we'll show you Caddi running end-to-end against Bloomberg, Harvey, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.