AI-native automation
Automate work across
MoneyGuidePro and 
Smartsheetby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
See it on your stack
See Caddi run MoneyGuidePro and Smartsheet together.
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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use MoneyGuidePro and Smartsheet together
- 01
Add row in Smartsheet when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and add row in Smartsheet — no copy-paste, no missed records.
- 02
Create client in MoneyGuidePro when new row in Smartsheet.
Caddi watches Smartsheet for new row and create client in MoneyGuidePro so the two systems stay in lockstep.
- 03
Update row in Smartsheet from MoneyGuidePro events.
When plan updated happens in MoneyGuidePro, Caddi update row in Smartsheet with the right context attached.
Actions Caddi can take across MoneyGuidePro and Smartsheet
- 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.
- Smartsheet
New row
Triggers when a new row is added to a sheet.
- Smartsheet
Row updated
Triggers when an existing row is modified.
- Smartsheet
Add row
Append a new row to a sheet with cell values.
- Smartsheet
Update row
Modify cells in an existing row.
- Smartsheet
Find row
Search a sheet by text or column value.
- Smartsheet
Attach file to row
Add a file or URL to a row.
Common questions
How does Caddi connect MoneyGuidePro and Smartsheet?
MoneyGuidePro and Smartsheet 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 Smartsheet 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect MoneyGuidePro and Smartsheet to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first MoneyGuidePro + Smartsheet 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 MoneyGuidePro and Smartsheet?
Drop your work email and we'll show you Caddi running end-to-end against MoneyGuidePro, Smartsheet, and the rest of your stack.