AI-native automation
Connect MoneyGuidePro and ShareFile with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- 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
Practical ways to use MoneyGuidePro and ShareFile together
- 01
Upload file in ShareFile when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and upload file in ShareFile — no copy-paste, no missed records.
- 02
Create client in MoneyGuidePro when new file in folder in ShareFile.
Caddi watches ShareFile for new file in folder and create client in MoneyGuidePro so the two systems stay in lockstep.
- 03
Create folder in ShareFile from MoneyGuidePro events.
When plan updated happens in MoneyGuidePro, Caddi create folder in ShareFile with the right context attached.
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.
Actions Caddi can take across MoneyGuidePro and ShareFile
- 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.
- ShareFile
New file in folder
Triggers when a file is uploaded to a watched folder.
- ShareFile
Shared link created
Triggers when a new shared link is generated.
- ShareFile
Upload file
Add a file to a ShareFile folder.
- ShareFile
Create folder
Create a new folder under a parent.
- ShareFile
Send file via link
Send a secure link to one or more recipients.
Common questions
How does Caddi connect MoneyGuidePro and ShareFile?
MoneyGuidePro and ShareFile 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 MoneyGuidePro and ShareFile 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 MoneyGuidePro and ShareFile to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first MoneyGuidePro + ShareFile 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 MoneyGuidePro and ShareFile?
Drop your work email and we'll show you Caddi running end-to-end against MoneyGuidePro, ShareFile, and the rest of your stack.