AI-native automation
Automate work across
eMoney and 
RingCentralby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run eMoney and RingCentral together.
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.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use eMoney and RingCentral together
- 01
Send SMS in RingCentral when new plan created in eMoney.
Caddi watches eMoney for new plan created and send sms in RingCentral — no copy-paste, no missed records.
- 02
Create client in eMoney when new call logged in RingCentral.
Caddi watches RingCentral for new call logged and create client in eMoney so the two systems stay in lockstep.
- 03
Send fax in RingCentral from eMoney events.
When client data updated happens in eMoney, Caddi send fax in RingCentral with the right context attached.
Actions Caddi can take across eMoney and RingCentral
- 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.
- RingCentral
New call logged
Triggers when a call is recorded in the call log.
- RingCentral
New SMS message
Triggers when a new SMS arrives.
- RingCentral
New fax
Triggers when a new fax is received.
- RingCentral
Send SMS
Send an SMS message to one or more numbers.
- RingCentral
Send fax
Send a fax with one or more attached documents.
- RingCentral
Post message to team
Post a message to a RingCentral team chat.
Common questions
How does Caddi connect eMoney and RingCentral?
eMoney and RingCentral just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against eMoney and RingCentral end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect eMoney and RingCentral to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first eMoney + RingCentral 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate eMoney and RingCentral?
Drop your work email and we'll show you Caddi running end-to-end against eMoney, RingCentral, and the rest of your stack.