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AI-native automation

Automate work acrossMorningstar AdviserLogic and Oracle Fusion ERPwith Caddi AI Agents.

Automate anything you do across Morningstar AdviserLogic, Oracle Fusion ERP, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Morningstar AdviserLogic and Oracle Fusion ERP

  1. Connect Morningstar AdviserLogic to Caddi

    Allow

    1Sign in to Morningstar AdviserLogic

    One click with your own Morningstar AdviserLogic login. No API keys.

  2. Connect Oracle Fusion ERP to Caddi

    Allow

    2Sign in to Oracle Fusion ERP

    The same click again. Both tools are connected.

  3. Create invoice in Oracle Fusion ERP when new client record in Morningstar AdviserLogic.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

On average, Caddi discovers of repetitive work per customer.
  • Brighton Jones
  • Am Law 100
  • Barron's Top 10 RIA
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors
Our customers →
What is Caddi

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

Top 3 Use Cases

Practical ways to use Morningstar AdviserLogic and Oracle Fusion ERP together

At an RIA the work between Morningstar AdviserLogic and Oracle Fusion ERP 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

    Create invoice in Oracle Fusion ERP when new client record in Morningstar AdviserLogic.

    Caddi watches Morningstar AdviserLogic for new client record and create invoice in Oracle Fusion ERP. No copy-paste, no missed records.

  • 02

    Create client in Morningstar AdviserLogic when invoice created in Oracle Fusion ERP.

    Caddi watches Oracle Fusion ERP for invoice created and create client in Morningstar AdviserLogic so the two systems stay in lockstep.

  • 03

    Create journal in Oracle Fusion ERP from Morningstar AdviserLogic events.

    When soa approved happens in Morningstar AdviserLogic, Caddi create journal in Oracle Fusion ERP with the right context attached.

Actions

Actions Caddi can take across Morningstar AdviserLogic and Oracle Fusion ERP

  • Morningstar AdviserLogic

    New client record

    Triggers when a new client is added in AdviserLogic.

  • Morningstar AdviserLogic

    SOA approved

    Triggers when a Statement of Advice is finalized.

  • Morningstar AdviserLogic

    Create client

    Open a new AdviserLogic client with full profile and KYC data.

  • Morningstar AdviserLogic

    Generate Statement of Advice

    Produce an SOA from a template with merged client data.

  • Morningstar AdviserLogic

    Update review schedule

    Push the next review date into the client's calendar.

  • Oracle Fusion ERP

    Invoice created

    Triggers when a payables invoice is entered.

  • Oracle Fusion ERP

    Invoice approved

    Triggers when an invoice clears approval.

  • Oracle Fusion ERP

    Period closed

    Triggers when an accounting period closes.

  • Oracle Fusion ERP

    Create invoice

    Enter a payables invoice with lines.

  • Oracle Fusion ERP

    Create journal

    Post a journal entry to the ledger.

  • Oracle Fusion ERP

    Fetch balances

    Export account balances for a period.

FAQ

Common questions

How does Caddi connect Morningstar AdviserLogic and Oracle Fusion ERP?

Morningstar AdviserLogic and Oracle Fusion ERP 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 Morningstar AdviserLogic and Oracle Fusion ERP 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 Morningstar AdviserLogic and Oracle Fusion ERP to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Morningstar AdviserLogic + Oracle Fusion ERP 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 Morningstar AdviserLogic and Oracle Fusion ERP 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.

Explore more

Keep digging

See it on your stack

Ready to automate Morningstar AdviserLogic and Oracle Fusion ERP?

Drop your work email and we'll show you Caddi running end-to-end against Morningstar AdviserLogic, Oracle Fusion ERP, and the rest of your stack.