AI-native automation
Automate work across
Orion and 
UltraTax CSwith Caddi AI Agents.
Automate anything you do across Orion, UltraTax CS, 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 Orion and UltraTax CS
Connect Orion to Caddi
Allow1Sign in to Orion
One click with your own Orion login. No API keys.
Connect UltraTax CS to Caddi
Allow2Sign in to UltraTax CS
The same click again. Both tools are connected.
When something new comes in to Orion, update UltraTax CS.
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 Orion and UltraTax CS together
At an RIA the work between Orion and UltraTax CS 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
Keep Orion and UltraTax CS in lockstep.
Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.
Actions Caddi can take across Orion and UltraTax CS
- 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.
Common questions
How does Caddi connect Orion and UltraTax CS?
Orion and UltraTax CS 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 UltraTax CS 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 UltraTax CS to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Orion + UltraTax CS 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 UltraTax CS 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 UltraTax CS?
Drop your work email and we'll show you Caddi running end-to-end against Orion, UltraTax CS, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.