AI-native automation
Automate work across
MoneyGuidePro and 
Surepointwith Caddi AI Agents.
Automate anything you do across MoneyGuidePro, Surepoint, 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 Surepoint
Connect MoneyGuidePro to Caddi
Allow1Sign in to MoneyGuidePro
One click with your own MoneyGuidePro login. No API keys.
Connect Surepoint to Caddi
Allow2Sign in to Surepoint
The same click again. Both tools are connected.
Create matter in Surepoint 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 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.
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. 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 Surepoint 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 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 that first walkthrough. 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.
Or skip the demo: sign up free and build it yourself.