AI-native automation
Automate work across
Morningstar AdviserLogic and 
Zoho Booksby 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 Morningstar AdviserLogic and Zoho Books 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 Morningstar AdviserLogic and Zoho Books together
- 01
Create invoice in Zoho Books when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and create invoice in Zoho Books — no copy-paste, no missed records.
- 02
Create client in Morningstar AdviserLogic when new invoice in Zoho Books.
Caddi watches Zoho Books for new invoice and create client in Morningstar AdviserLogic so the two systems stay in lockstep.
- 03
Create customer in Zoho Books from Morningstar AdviserLogic events.
When soa approved happens in Morningstar AdviserLogic, Caddi create customer in Zoho Books with the right context attached.
Actions Caddi can take across Morningstar AdviserLogic and Zoho Books
- 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.
- Zoho Books
New invoice
Triggers when a new invoice is created.
- Zoho Books
Payment received
Triggers when a payment is recorded.
- Zoho Books
Create invoice
Generate an invoice for a customer with line items.
- Zoho Books
Create customer
Add a new Zoho Books customer.
- Zoho Books
Record payment
Apply a payment against one or more invoices.
Common questions
How does Caddi connect Morningstar AdviserLogic and Zoho Books?
Morningstar AdviserLogic and Zoho Books 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 Zoho Books 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 Morningstar AdviserLogic and Zoho Books to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Morningstar AdviserLogic + Zoho Books 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 Morningstar AdviserLogic and Zoho Books?
Drop your work email and we'll show you Caddi running end-to-end against Morningstar AdviserLogic, Zoho Books, and the rest of your stack.