AI-native automation
Automate work across
MoneyGuidePro and 
Zockswith Caddi AI Agents.
Automate anything you do across MoneyGuidePro, Zocks, 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 Zocks
Connect MoneyGuidePro to Caddi
Allow1Sign in to MoneyGuidePro
One click with your own MoneyGuidePro login. No API keys.
Connect Zocks to Caddi
Allow2Sign in to Zocks
The same click again. Both tools are connected.
Fetch meeting summary in Zocks 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 Zocks together
At an RIA the work between MoneyGuidePro and Zocks 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
Fetch meeting summary in Zocks when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and fetch meeting summary in Zocks. No copy-paste, no missed records.
- 02
Create client in MoneyGuidePro when meeting summary ready in Zocks.
Caddi watches Zocks for meeting summary ready and create client in MoneyGuidePro so the two systems stay in lockstep.
- 03
Draft follow-up email in Zocks from MoneyGuidePro events.
When plan updated happens in MoneyGuidePro, Caddi draft follow-up email in Zocks with the right context attached.
Actions Caddi can take across MoneyGuidePro and Zocks
- 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.
- Zocks
Meeting summary ready
Triggers when Zocks finishes structuring notes for a client meeting.
- Zocks
Action item created
Triggers when Zocks extracts a follow-up task from a meeting.
- Zocks
Client fact captured
Triggers when Zocks records a new or changed data point (goals, family, accounts).
- Zocks
Fetch meeting summary
Pull the structured summary, tasks, and data points for a meeting.
- Zocks
Draft follow-up email
Generate the client recap email from the meeting's action items.
- Zocks
Sync to CRM
Push the meeting notes and extracted facts to the connected CRM record.
Common questions
How does Caddi connect MoneyGuidePro and Zocks?
MoneyGuidePro and Zocks 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 Zocks 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 Zocks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first MoneyGuidePro + Zocks 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 Zocks 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 Zocks?
Drop your work email and we'll show you Caddi running end-to-end against MoneyGuidePro, Zocks, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.