AI-native automation
Automate work across
FreshBooks and 
Morningstar AdviserLogicwith Caddi AI Agents.
Automate anything you do across FreshBooks, Morningstar AdviserLogic, 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 FreshBooks and Morningstar AdviserLogic
Connect FreshBooks to Caddi
Allow1Sign in to FreshBooks
One click with your own FreshBooks login. No API keys.
Connect Morningstar AdviserLogic to Caddi
Allow2Sign in to Morningstar AdviserLogic
The same click again. Both tools are connected.
Create client in Morningstar AdviserLogic when new invoice in FreshBooks.
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 FreshBooks and Morningstar AdviserLogic together
At an RIA the work between FreshBooks and Morningstar AdviserLogic 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
Create client in Morningstar AdviserLogic when new invoice in FreshBooks.
Caddi watches FreshBooks for new invoice and create client in Morningstar AdviserLogic. No copy-paste, no missed records.
- 02
Create invoice in FreshBooks when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and create invoice in FreshBooks so the two systems stay in lockstep.
- 03
Generate Statement of Advice in Morningstar AdviserLogic from FreshBooks events.
When payment received happens in FreshBooks, Caddi generate statement of advice in Morningstar AdviserLogic with the right context attached.
Actions Caddi can take across FreshBooks and Morningstar AdviserLogic
- FreshBooks
New invoice
Triggers when a new invoice is generated.
- FreshBooks
Payment received
Triggers when a payment is recorded against an invoice.
- FreshBooks
New client
Triggers when a new client is added.
- FreshBooks
Create invoice
Generate an invoice for a client with line items.
- FreshBooks
Record payment
Apply a payment against one or more invoices.
- FreshBooks
Create client
Add a new FreshBooks client.
- FreshBooks
Create estimate
Generate an estimate or quote for a client.
- Morningstar AdviserLogic
New client record
Triggers when a new client is added in AdviserLogic.
- Morningstar AdviserLogic
SOA approved
Triggers when a Statement of Advice is finalized.
- Morningstar AdviserLogic
Create client
Open a new AdviserLogic client with full profile and KYC data.
- Morningstar AdviserLogic
Generate Statement of Advice
Produce an SOA from a template with merged client data.
- Morningstar AdviserLogic
Update review schedule
Push the next review date into the client's calendar.
Common questions
How does Caddi connect FreshBooks and Morningstar AdviserLogic?
FreshBooks and Morningstar AdviserLogic 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 FreshBooks and Morningstar AdviserLogic 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 FreshBooks and Morningstar AdviserLogic to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first FreshBooks + Morningstar AdviserLogic 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 FreshBooks and Morningstar AdviserLogic 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 FreshBooks and Morningstar AdviserLogic?
Drop your work email and we'll show you Caddi running end-to-end against FreshBooks, Morningstar AdviserLogic, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.