AI-native automation
Automate work across
TimeSolv and 
Wealthboxwith Caddi AI Agents.
Automate anything you do across TimeSolv, Wealthbox, 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 TimeSolv and Wealthbox
Connect TimeSolv to Caddi
Allow1Sign in to TimeSolv
One click with your own TimeSolv login. No API keys.
Connect Wealthbox to Caddi
Allow2Sign in to Wealthbox
The same click again. Both tools are connected.
Create contact in Wealthbox when new time entry in TimeSolv.
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 TimeSolv and Wealthbox together
- 01
Create contact in Wealthbox when new time entry in TimeSolv.
Caddi watches TimeSolv for new time entry and create contact in Wealthbox. No copy-paste, no missed records.
- 02
Create matter in TimeSolv when new contact in Wealthbox.
Caddi watches Wealthbox for new contact and create matter in TimeSolv so the two systems stay in lockstep.
- 03
Create task in Wealthbox from TimeSolv events.
When invoice issued happens in TimeSolv, Caddi create task in Wealthbox with the right context attached.
Actions Caddi can take across TimeSolv and Wealthbox
- TimeSolv
New time entry
Triggers when a timekeeper posts time.
- TimeSolv
Invoice issued
Triggers when an invoice is finalized.
- TimeSolv
Create matter
Open a new TimeSolv matter with client and billing details.
- TimeSolv
Post time entry
Record time against a matter and activity code.
- TimeSolv
Add expense
Record a billable expense against a matter.
- TimeSolv
Generate invoice
Bill one or more matters in a single statement.
- Wealthbox
New contact
Triggers when a new contact is added in Wealthbox.
- Wealthbox
Task completed
Triggers when an advisor closes out a task.
- Wealthbox
New note added
Triggers when a note is logged against a contact.
- Wealthbox
Create contact
Add a new Wealthbox contact with full household details.
- Wealthbox
Create task
Schedule a follow-up task against a contact or household.
- Wealthbox
Add note
Log a meeting, call, or research note against a contact.
- Wealthbox
Add to workflow
Place a contact into a multi-step service workflow.
Common questions
How does Caddi connect TimeSolv and Wealthbox?
TimeSolv and Wealthbox 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 TimeSolv and Wealthbox 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 TimeSolv and Wealthbox to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first TimeSolv + Wealthbox 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 TimeSolv and Wealthbox?
Drop your work email and we'll show you Caddi running end-to-end against TimeSolv, Wealthbox, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.