In-ProgressFinanceAutomate AdvicePay with Caddi AI Agents
Built for finance teams.
Yes, Caddi integrates with AdvicePay. It runs 9 supported actions in AdvicePay, including subscription renewed, create invoice, and process payment, and connects it to Salesforce, Quickbooks, and Wealthbox. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.
The differenceMost AdvicePay integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across AdvicePay and every tool it touches, including the screens with no API.
Supported actions9
- New payment receivedTriggers when a client makes a payment via AdvicePay.
- New invoice issuedTriggers when a new invoice is created for a client.
- New agreement signedTriggers when a client signs a billing agreement.
- Subscription renewedTriggers when a recurring subscription renews.
- Create invoiceGenerate a one-off invoice or billing statement for a client.
- Process paymentRun a card or ACH charge against an existing contact.
- Issue refundRefund a previous payment in full or part.
- Create subscriptionSpin up a recurring subscription for an advisor's client.
- Update clientUpdate a client's contact, billing, or compliance details.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
How to automate AdvicePay
Connect AdvicePay to Caddi
Allow1Sign in to AdvicePay
One click with your own AdvicePay login. No API keys.
Automate charge-to-CRM reconciliation in AdvicePay.
ScreenshareType it2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi does with AdvicePay
Why teams automate AdvicePay
AdvicePay handles fee-for-service payments cleanly — but advisors still spend hours linking each charge back to the right household, custodian record, and accounting line. Caddi AI Agents automate that downstream work.
Every successful AdvicePay charge fans out into the CRM, the custodian record, QuickBooks, and (often) an internal tracker. Caddi runs that fan-out automatically so the next manual touch is the advisor reviewing — not entering — the result.
Loops Caddi runs against AdvicePay
Charge-to-CRM reconciliation
Recommended patternWhen an AdvicePay charge succeeds, Caddi locates the matching household in the CRM, logs the payment, and updates the engagement record.
Invoice reissue follow-up
Recommended patternCaddi spots failed or aging invoices, drafts a personalized reminder from the advisor's template, and logs the outreach as a follow-up task.
Books sync to QuickBooks
Recommended patternCaddi consolidates AdvicePay activity into a daily summary and writes the matching journal entries to QuickBooks with the right client coding.
Where finance teams use it
Client onboarding & account opening
Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in AdvicePay with no rekeying.
Meeting prep & follow-up
Pull the right AdvicePay data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.
Reporting & archiving
Generate household, performance, or compliance PDFs, file them with the right AdvicePay metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against AdvicePay, and write the audit-ready record back to the right account.
Questions about automating AdvicePay
Does Caddi have a real AdvicePay integration?
Yes. Caddi runs verified code against AdvicePay's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for AdvicePay is reviewed before it runs in production.
Do I need engineering help to automate AdvicePay with Caddi?
No. You demonstrate the workflow, clicking through AdvicePay the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my AdvicePay data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against AdvicePay, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect AdvicePay to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating AdvicePay, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
How do I find what to automate in AdvicePay?
Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.
Ready to automate AdvicePay?
Drop your work email and we'll show you Caddi running end-to-end against AdvicePay and the rest of your stack.