AI-native automation
Automate work across
eFax and 
eMoneywith Caddi AI Agents.
Automate anything you do across eFax, eMoney, 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 eFax and eMoney
Connect eFax to Caddi
Allow1Sign in to eFax
One click with your own eFax login. No API keys.
Connect eMoney to Caddi
Allow2Sign in to eMoney
The same click again. Both tools are connected.
Create client in eMoney when fax received in eFax.
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 eFax and eMoney together
At an RIA the work between eFax and eMoney 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 eMoney when fax received in eFax.
Caddi watches eFax for fax received and create client in eMoney. No copy-paste, no missed records.
- 02
Send fax in eFax when new plan created in eMoney.
Caddi watches eMoney for new plan created and send fax in eFax so the two systems stay in lockstep.
- 03
Update plan inputs in eMoney from eFax events.
When fax delivered happens in eFax, Caddi update plan inputs in eMoney with the right context attached.
Actions Caddi can take across eFax and eMoney
- eFax
Fax received
Triggers when an inbound fax arrives.
- eFax
Fax delivered
Triggers when an outbound fax is delivered.
- eFax
Fax failed
Triggers when an outbound fax fails to send.
- eFax
Send fax
Send a document to a fax number.
- eFax
Download fax
Fetch the image and details of a received fax.
- eFax
Search faxes
Find sent or received faxes by date or number.
- eMoney
New plan created
Triggers when an advisor creates a new financial plan.
- eMoney
Client data updated
Triggers when a client's profile or assets change.
- eMoney
Create client
Open a new eMoney client record with full household details.
- eMoney
Update plan inputs
Push updated assets, liabilities, or goals into a plan.
- eMoney
Generate plan summary
Render a client-ready plan PDF for review or archiving.
Common questions
How does Caddi connect eFax and eMoney?
eFax and eMoney 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 eFax and eMoney 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 eFax and eMoney to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first eFax + eMoney 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 eFax and eMoney 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 eFax and eMoney?
Drop your work email and we'll show you Caddi running end-to-end against eFax, eMoney, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.