Meet Caddi in personILTACONAug 23–27Future ProofSep 14–17

AI-native automation

Automate work acrossHolistiPlan and Ignitionby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

HolistiPlanFinance
Any action in this tool.
IgnitionFinance
Any action in this tool.

See it on your stack

See Caddi run HolistiPlan and Ignition together.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use HolistiPlan and Ignition together

  • 01

    Keep HolistiPlan and Ignition 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 HolistiPlan and Ignition

Caddi can still automate HolistiPlan and Ignition; we just haven't catalogued every action here yet. Ask us about your specific workflow.

Common questions

How does Caddi connect HolistiPlan and Ignition?

HolistiPlan and Ignition 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 HolistiPlan and Ignition 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 HolistiPlan and Ignition to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first HolistiPlan + Ignition 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 HolistiPlan and Ignition?

Drop your work email and we'll show you Caddi running end-to-end against HolistiPlan, Ignition, and the rest of your stack.