AI-native automation
Automate work across
eMoney and 
Laserfichewith Caddi AI Agents.
Automate anything you do across eMoney, Laserfiche, 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 eMoney and Laserfiche
Connect eMoney to Caddi
Allow1Sign in to eMoney
One click with your own eMoney login. No API keys.
Connect Laserfiche to Caddi
Allow2Sign in to Laserfiche
The same click again. Both tools are connected.
Upload document in Laserfiche when new plan created in eMoney.
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 eMoney and Laserfiche together
At an RIA the work between eMoney and Laserfiche 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
Upload document in Laserfiche when new plan created in eMoney.
Caddi watches eMoney for new plan created and upload document in Laserfiche. No copy-paste, no missed records.
- 02
Create client in eMoney when get folder children in Laserfiche.
Caddi watches Laserfiche for get folder children and create client in eMoney so the two systems stay in lockstep.
- 03
Upload document in Laserfiche from eMoney events.
When client data updated happens in eMoney, Caddi upload document in Laserfiche with the right context attached.
Actions Caddi can take across eMoney and Laserfiche
- 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.
- Laserfiche
Get folder children
Lists all documents and subfolders within a folder with pagination support and metadata retrieval.
- Laserfiche
Get folder ID
Resolves folder paths to IDs and retrieves folder metadata including permissions and attributes Use the returned folder_id with UploadDocument to place files in specific locations.
- Laserfiche
Get repository ID
Discovers available Laserfiche repositories with their IDs, names, and access URLs Use the returned repository_id with other Laserfiche activities.
- Laserfiche
List o data tables
Discovers all available Laserfiche lookup tables with their names and URLs Use the returned table names with QueryODataEntity to query specific tables.
- Laserfiche
Query o data entity
Searches Laserfiche lookup tables with support for complex OData filtering and returns structured entity data Use the returned entities with other Laserfiche activities for metadata assignment.
- Laserfiche
Upload document
Downloads documents from S3 and uploads them to Laserfiche with automatic metadata preservation and folder assignment.
Common questions
How does Caddi connect eMoney and Laserfiche?
eMoney and Laserfiche 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 eMoney and Laserfiche 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 eMoney and Laserfiche to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first eMoney + Laserfiche 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 eMoney and Laserfiche 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 eMoney and Laserfiche?
Drop your work email and we'll show you Caddi running end-to-end against eMoney, Laserfiche, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.