AI-native automation
Automate work across
Orion and 
Togglwith Caddi AI Agents.
Connect Orion and Toggl: Create time entry in Toggl when account opened in Orion. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between Orion and Toggl
Caddi AI Agents find the repetitive handoffs between Orion and Toggl, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 Orion and Toggl together
At an RIA the work between Orion and Toggl 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 time entry in Toggl when account opened in Orion.
Caddi watches Orion for account opened and create time entry in Toggl. No copy-paste, no missed records.
- 02
Update household in Orion when new time entry in Toggl.
Caddi watches Toggl for new time entry and update household in Orion so the two systems stay in lockstep.
- 03
Start timer in Toggl from Orion events.
When report generated happens in Orion, Caddi start timer in Toggl with the right context attached.
Actions Caddi can take across Orion and Toggl
- Orion
Account opened
Triggers when a new account is added in Orion.
- Orion
Report generated
Triggers when a client report is produced.
- Orion
Billing run complete
Triggers when a billing cycle finishes.
- Orion
Update household
Write household and account details to Orion.
- Orion
Generate report
Run a client report for a household.
- Orion
Fetch positions
Pull holdings and performance for accounts.
- Toggl
New time entry
Triggers when a time entry is logged in Toggl.
- Toggl
Timer stopped
Triggers when a running timer is stopped and the entry is finalized.
- Toggl
Project updated
Triggers when a project's status, client, or budget changes.
- Toggl
Create time entry
Log a time entry against a project, client, and tag.
- Toggl
Start timer
Start a running timer for a workspace user.
- Toggl
Stop timer
Stop the active timer and save the entry.
- Toggl
Create project
Spin up a new Toggl project with client, budget, and team.
- Toggl
Generate report
Pull a summary or detailed time report for a date range.
Common questions
How does Caddi connect Orion and Toggl?
Orion and Toggl 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 Orion and Toggl 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 Orion and Toggl to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Orion + Toggl 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 Orion and Toggl 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 Orion and Toggl?
Drop your work email and we'll show you Caddi running end-to-end against Orion, Toggl, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.