AI-native automation
Automate work across
Conga and 
MoneyGuideProwith Caddi AI Agents.
Connect Conga and MoneyGuidePro: Create client in MoneyGuidePro when document generated in Conga. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between Conga and MoneyGuidePro
Caddi AI Agents find the repetitive handoffs between Conga and MoneyGuidePro, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 Conga and MoneyGuidePro together
At an RIA the work between Conga and MoneyGuidePro 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 MoneyGuidePro when document generated in Conga.
Caddi watches Conga for document generated and create client in MoneyGuidePro. No copy-paste, no missed records.
- 02
Generate document in Conga when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and generate document in Conga so the two systems stay in lockstep.
- 03
Update goals in MoneyGuidePro from Conga events.
When contract executed happens in Conga, Caddi update goals in MoneyGuidePro with the right context attached.
Actions Caddi can take across Conga and MoneyGuidePro
- Conga
Document generated
Triggers when Conga produces a document from a template.
- Conga
Contract executed
Triggers when a contract is fully signed.
- Conga
Approval requested
Triggers when a document is sent for approval.
- Conga
Generate document
Run a Conga template against a CRM record.
- Conga
Send for signature
Route a generated document for e-signature.
- Conga
Update contract
Write status and dates back to the contract record.
- 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 Conga and MoneyGuidePro?
Conga 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 Conga 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 Conga and MoneyGuidePro to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Conga + 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.
Does this work for RIAs and financial advisors?
Yes. Caddi runs Conga and MoneyGuidePro 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 Conga and MoneyGuidePro?
Drop your work email and we'll show you Caddi running end-to-end against Conga, MoneyGuidePro, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.