AI-native automation
Automate work across
eMoney and 
Wealthboxby 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 Wealthbox 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 Wealthbox together
- 01
Create contact in Wealthbox when new plan created in eMoney.
Caddi watches eMoney for new plan created and create contact in Wealthbox — no copy-paste, no missed records.
- 02
Create client in eMoney when new contact in Wealthbox.
Caddi watches Wealthbox for new contact and create client in eMoney so the two systems stay in lockstep.
- 03
Create task in Wealthbox from eMoney events.
When client data updated happens in eMoney, Caddi create task in Wealthbox with the right context attached.
Actions Caddi can take across eMoney and Wealthbox
- 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.
- Wealthbox
New contact
Triggers when a new contact is added in Wealthbox.
- Wealthbox
Task completed
Triggers when an advisor closes out a task.
- Wealthbox
New note added
Triggers when a note is logged against a contact.
- Wealthbox
Create contact
Add a new Wealthbox contact with full household details.
- Wealthbox
Create task
Schedule a follow-up task against a contact or household.
- Wealthbox
Add note
Log a meeting, call, or research note against a contact.
- Wealthbox
Add to workflow
Place a contact into a multi-step service workflow.
Common questions
How does Caddi connect eMoney and Wealthbox?
eMoney and Wealthbox 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 Wealthbox 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 Wealthbox to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first eMoney + Wealthbox 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 Wealthbox?
Drop your work email and we'll show you Caddi running end-to-end against eMoney, Wealthbox, and the rest of your stack.