AI-native automation
Automate work across
Elite 3E and 
Orionwith Caddi AI Agents.
Automate anything you do across Elite 3E, Orion, 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 Elite 3E and Orion
Connect Elite 3E to Caddi
Allow1Sign in to Elite 3E
One click with your own Elite 3E login. No API keys.
Connect Orion to Caddi
Allow2Sign in to Orion
The same click again. Both tools are connected.
When something new comes in to Elite 3E, update Orion.
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 Elite 3E and Orion together
- 01
Keep Elite 3E and Orion in lockstep.
Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.
Actions Caddi can take across Elite 3E and Orion
- Orion
Account opened
Triggers when a new account is added in Orion.
- Orion
Report generated
Triggers when a client report is produced.
- Orion
Billing run complete
Triggers when a billing cycle finishes.
- Orion
Update household
Write household and account details to Orion.
- Orion
Generate report
Run a client report for a household.
- Orion
Fetch positions
Pull holdings and performance for accounts.
Common questions
How does Caddi connect Elite 3E and Orion?
Elite 3E and Orion 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 Elite 3E and Orion 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 Elite 3E and Orion to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Elite 3E + Orion 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 Elite 3E and Orion?
Drop your work email and we'll show you Caddi running end-to-end against Elite 3E, Orion, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.