AI-native automation
Automate work across
eMoney and 
Rocket Matterwith Caddi AI Agents.
Automate anything you do across eMoney, Rocket Matter, 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 Rocket Matter
Connect eMoney to Caddi
Allow1Sign in to eMoney
One click with your own eMoney login. No API keys.
Connect Rocket Matter to Caddi
Allow2Sign in to Rocket Matter
The same click again. Both tools are connected.
Create matter in Rocket Matter 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 Rocket Matter together
- 01
Create matter in Rocket Matter when new plan created in eMoney.
Caddi watches eMoney for new plan created and create matter in Rocket Matter. No copy-paste, no missed records.
- 02
Create client in eMoney when new matter in Rocket Matter.
Caddi watches Rocket Matter for new matter and create client in eMoney so the two systems stay in lockstep.
- 03
Post time entry in Rocket Matter from eMoney events.
When client data updated happens in eMoney, Caddi post time entry in Rocket Matter with the right context attached.
Actions Caddi can take across eMoney and Rocket Matter
- 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.
- Rocket Matter
New matter
Triggers when a new matter is opened in Rocket Matter.
- Rocket Matter
Time entry posted
Triggers when a new time entry is recorded.
- Rocket Matter
New invoice
Triggers when an invoice is generated.
- Rocket Matter
Create matter
Open a new Rocket Matter matter with client and billing details.
- Rocket Matter
Post time entry
Record a time entry against a matter.
- Rocket Matter
Add expense
Record a billable expense against a matter.
- Rocket Matter
Add note
Log a timestamped note against a matter.
Common questions
How does Caddi connect eMoney and Rocket Matter?
eMoney and Rocket Matter 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 Rocket Matter 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 Rocket Matter to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first eMoney + Rocket Matter 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 eMoney and Rocket Matter?
Drop your work email and we'll show you Caddi running end-to-end against eMoney, Rocket Matter, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.