AI-native automation
Connect Box and MoneyGuidePro 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 Box and MoneyGuidePro together
- 01
Create client in MoneyGuidePro when new file in folder in Box.
Caddi watches Box for new file in folder and create client in MoneyGuidePro — no copy-paste, no missed records.
- 02
Upload file in Box when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and upload file in Box so the two systems stay in lockstep.
- 03
Update goals in MoneyGuidePro from Box events.
When folder shared happens in Box, Caddi update goals in MoneyGuidePro 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 Box and MoneyGuidePro
- Box
New file in folder
Triggers when a file is uploaded to a watched folder.
- Box
Folder shared
Triggers when a folder collaboration is added.
- Box
Upload file
Add a file to a Box folder with metadata.
- Box
Create folder
Create a new folder under a parent with permissions.
- Box
Search files
Find files or folders with advanced search filters.
- Box
Move file
Move a file between folders.
- MoneyGuidePro
New client added
Triggers when a new household is added to MoneyGuidePro.
- MoneyGuidePro
Plan updated
Triggers when a plan's inputs or scenarios change.
- MoneyGuidePro
Create client
Open a new MoneyGuidePro client with household details.
- MoneyGuidePro
Update goals
Push new retirement, education, or insurance goals into a plan.
- MoneyGuidePro
Generate plan PDF
Render the latest plan as a client-ready PDF.
Common questions
How does Caddi connect Box and MoneyGuidePro?
Box and MoneyGuidePro 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 Box and MoneyGuidePro 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 Box and MoneyGuidePro to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Box + MoneyGuidePro 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 Box and MoneyGuidePro?
Drop your work email and we'll show you Caddi running end-to-end against Box, MoneyGuidePro, and the rest of your stack.