AI-native automation
Connect MoneyGuidePro and Surepoint 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 Surepoint together
- 01
Create matter in Surepoint when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and create matter in Surepoint — no copy-paste, no missed records.
- 02
Create client in MoneyGuidePro when new time entry in Surepoint.
Caddi watches Surepoint for new time entry and create client in MoneyGuidePro so the two systems stay in lockstep.
- 03
Post time entry in Surepoint from MoneyGuidePro events.
When plan updated happens in MoneyGuidePro, Caddi post time entry in Surepoint 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 Surepoint
- 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.
- Surepoint
New time entry
Triggers when a timekeeper posts time against a matter.
- Surepoint
Invoice generated
Triggers when an invoice is finalized.
- Surepoint
Create matter
Open a new SurePoint matter with client and billing details.
- Surepoint
Post time entry
Record time against a matter and activity code.
- Surepoint
Generate invoice
Bill one or more matters in a single statement.
Common questions
How does Caddi connect MoneyGuidePro and Surepoint?
MoneyGuidePro and Surepoint 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 Surepoint 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 Surepoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first MoneyGuidePro + Surepoint 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 Surepoint?
Drop your work email and we'll show you Caddi running end-to-end against MoneyGuidePro, Surepoint, and the rest of your stack.