AI-native automation
Automate work across
LeadDocket and 
MoneyGuideProwith Caddi AI Agents.
Automate anything you do across LeadDocket, MoneyGuidePro, 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 LeadDocket and MoneyGuidePro
Connect LeadDocket to Caddi
Allow1Sign in to LeadDocket
One click with your own LeadDocket login. No API keys.
Connect MoneyGuidePro to Caddi
Allow2Sign in to MoneyGuidePro
The same click again. Both tools are connected.
When something new comes in to LeadDocket, update MoneyGuidePro.
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 LeadDocket and MoneyGuidePro together
- 01
Keep LeadDocket and MoneyGuidePro in lockstep.
Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.
Actions Caddi can take across LeadDocket and MoneyGuidePro
- MoneyGuidePro
New client added
Triggers when a new household is added to MoneyGuidePro.
- MoneyGuidePro
Plan updated
Triggers when a plan's inputs or scenarios change.
- MoneyGuidePro
Create client
Open a new MoneyGuidePro client with household details.
- MoneyGuidePro
Update goals
Push new retirement, education, or insurance goals into a plan.
- MoneyGuidePro
Generate plan PDF
Render the latest plan as a client-ready PDF.
Common questions
How does Caddi connect LeadDocket and MoneyGuidePro?
LeadDocket and MoneyGuidePro 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 LeadDocket and MoneyGuidePro 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 LeadDocket and MoneyGuidePro to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first LeadDocket + MoneyGuidePro 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 LeadDocket and MoneyGuidePro?
Drop your work email and we'll show you Caddi running end-to-end against LeadDocket, MoneyGuidePro, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.