AI-native automation
Automate work across
MoneyGuidePro and 
SharePointwith Caddi AI Agents.
Automate anything you do across MoneyGuidePro, SharePoint, 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 MoneyGuidePro and SharePoint
Connect MoneyGuidePro to Caddi
Allow1Sign in to MoneyGuidePro
One click with your own MoneyGuidePro login. No API keys.
Connect SharePoint to Caddi
Allow2Sign in to SharePoint
The same click again. Both tools are connected.
Upload document in SharePoint when new client added in 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 MoneyGuidePro and SharePoint together
At an RIA the work between MoneyGuidePro and SharePoint 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
Upload document in SharePoint when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and upload document in SharePoint. No copy-paste, no missed records.
- 02
Create client in MoneyGuidePro when new document in library in SharePoint.
Caddi watches SharePoint for new document in library and create client in MoneyGuidePro so the two systems stay in lockstep.
- 03
Create list item in SharePoint from MoneyGuidePro events.
When plan updated happens in MoneyGuidePro, Caddi create list item in SharePoint with the right context attached.
Actions Caddi can take across MoneyGuidePro and SharePoint
- 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.
- SharePoint
New document in library
Triggers when a file is added to a document library.
- SharePoint
List item created
Triggers when a new list item is added.
- SharePoint
Upload document
Add a file to a SharePoint document library.
- SharePoint
Create list item
Add a new item to a SharePoint list.
- SharePoint
Update list item
Modify fields on an existing list item.
- SharePoint
Search files
Find files across a site or library.
Common questions
How does Caddi connect MoneyGuidePro and SharePoint?
MoneyGuidePro and SharePoint 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 MoneyGuidePro and SharePoint 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 MoneyGuidePro and SharePoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first MoneyGuidePro + SharePoint 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 MoneyGuidePro and SharePoint 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 MoneyGuidePro and SharePoint?
Drop your work email and we'll show you Caddi running end-to-end against MoneyGuidePro, SharePoint, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.