AI-native automation
Automate work across
Doc and 
MoneyGuideProwith Caddi AI Agents.
Automate anything you do across Doc, 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 Doc and MoneyGuidePro
- Client memo.docx
1Add your documents
Upload them, or point Caddi at their folder.
Connect MoneyGuidePro to Caddi
Allow2Sign in to MoneyGuidePro
One click with your own MoneyGuidePro login. No API keys.
Create client in MoneyGuidePro when new doc shared in Doc.
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 Doc and MoneyGuidePro together
At an RIA the work between Doc 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 new doc shared in Doc.
Caddi watches Doc for new doc shared and create client in MoneyGuidePro. No copy-paste, no missed records.
- 02
Create document from template in Doc when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and create document from template in Doc so the two systems stay in lockstep.
- 03
Update goals in MoneyGuidePro from Doc events.
When doc updated happens in Doc, Caddi update goals in MoneyGuidePro with the right context attached.
Actions Caddi can take across Doc and MoneyGuidePro
- Doc
New doc shared
Triggers when a new document is shared with you or your team.
- Doc
Doc updated
Triggers when an existing document is edited or commented on.
- Doc
Doc completed
Triggers when a document is marked final or moved out of a draft state.
- Doc
Create document from template
Generate a document from a template with merged fields.
- Doc
Insert content
Append, prepend, or insert text into a document.
- Doc
Replace text
Find-and-replace placeholder values in a document.
- Doc
Convert to PDF
Convert a Word, Doc, or text file into a finalized PDF.
- Doc
Share with collaborators
Grant view, comment, or edit access to a document.
- 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 Doc and MoneyGuidePro?
Doc 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 Doc 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 Doc and MoneyGuidePro to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Doc + 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 Doc 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 Doc and MoneyGuidePro?
Drop your work email and we'll show you Caddi running end-to-end against Doc, MoneyGuidePro, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.