AI-native automation
Automate work across
CASEpeer and 
MoneyGuideProwith Caddi AI Agents.
Automate anything you do across CASEpeer, MoneyGuidePro, 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 CASEpeer and MoneyGuidePro
Connect CASEpeer to Caddi
Allow1Sign in to CASEpeer
One click with your own CASEpeer login. No API keys.
Connect MoneyGuidePro to Caddi
Allow2Sign in to MoneyGuidePro
The same click again. Both tools are connected.
Create client in MoneyGuidePro when new case in CASEpeer.
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 CASEpeer and MoneyGuidePro together
- 01
Create client in MoneyGuidePro when new case in CASEpeer.
Caddi watches CASEpeer for new case and create client in MoneyGuidePro. No copy-paste, no missed records.
- 02
Create case in CASEpeer when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and create case in CASEpeer so the two systems stay in lockstep.
- 03
Update goals in MoneyGuidePro from CASEpeer events.
When case stage changed happens in CASEpeer, Caddi update goals in MoneyGuidePro with the right context attached.
Actions Caddi can take across CASEpeer and MoneyGuidePro
- CASEpeer
New case
Triggers when a new case is created in CasePeer.
- CASEpeer
Case stage changed
Triggers when a case advances to a new stage.
- CASEpeer
New intake
Triggers when a new lead enters the intake pipeline.
- CASEpeer
Create case
Open a new CasePeer case with client, incident, and intake fields.
- CASEpeer
Create contact
Add a contact (client, witness, opposing party) to a case.
- CASEpeer
Add note
Log a timestamped note against a case.
- CASEpeer
Update case stage
Advance a case to the next stage with optional owner change.
- 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 CASEpeer and MoneyGuidePro?
CASEpeer and MoneyGuidePro 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 CASEpeer and MoneyGuidePro 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 CASEpeer and MoneyGuidePro to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first CASEpeer + 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 that first walkthrough. The Caddi team reviews every loop before it runs in production.
Ready to automate CASEpeer and MoneyGuidePro?
Drop your work email and we'll show you Caddi running end-to-end against CASEpeer, MoneyGuidePro, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.