- Automations
- FIS + Orion
AI-native automation
Automate work across
FIS and
Orionby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.


See it on your stack
See Caddi run FIS and Orion 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.
- 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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use FIS and Orion together
- 01
Keep FIS and Orion in lockstep.
Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.
Actions Caddi can take across FIS and Orion
OrionDescribe report parameters
Searches all available reports by name, retrieves parameter requirements and options, normalizes complex API structures into simple parameter descriptions that automation scripts can easily underst…
OrionDownload report
Downloads a report using the URL returned from GenerateReport and saves it to S3.
OrionResolve entity ID
Searches for households, registrations, and accounts by name and returns their numeric IDs.
OrionGenerate report
Generates Orion reports (standard or envision) with parameter overrides for dates, entities, and output format.
Common questions
How does Caddi connect FIS and Orion?
FIS 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 FIS 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect FIS and Orion to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first FIS + 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 FIS and Orion?
Drop your work email and we'll show you Caddi running end-to-end against FIS, Orion, and the rest of your stack.





