AI-native automation
Automate work across
Wealthbox and 
Zoho Bookswith Caddi AI Agents.
Automate anything you do across Wealthbox, Zoho Books, 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 Wealthbox and Zoho Books
Connect Wealthbox to Caddi
Allow1Sign in to Wealthbox
One click with your own Wealthbox login. No API keys.
Connect Zoho Books to Caddi
Allow2Sign in to Zoho Books
The same click again. Both tools are connected.
Create invoice in Zoho Books when new contact in Wealthbox.
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 Wealthbox and Zoho Books together
At an RIA the work between Wealthbox and Zoho Books 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 Zoho Books when new contact in Wealthbox.
Caddi watches Wealthbox for new contact and create invoice in Zoho Books. No copy-paste, no missed records.
- 02
Create contact in Wealthbox when new invoice in Zoho Books.
Caddi watches Zoho Books for new invoice and create contact in Wealthbox so the two systems stay in lockstep.
- 03
Create customer in Zoho Books from Wealthbox events.
When task completed happens in Wealthbox, Caddi create customer in Zoho Books with the right context attached.
Actions Caddi can take across Wealthbox and Zoho Books
- 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.
- 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 Wealthbox and Zoho Books?
Wealthbox 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 Wealthbox 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, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect Wealthbox and Zoho Books to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Wealthbox + 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.
Does this work for RIAs and financial advisors?
Yes. Caddi runs Wealthbox and Zoho Books 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 Wealthbox and Zoho Books?
Drop your work email and we'll show you Caddi running end-to-end against Wealthbox, Zoho Books, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.