Automate AdvicePay with Caddi
Built for finance teams.
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 automates that downstream work.
The work around AdvicePay is where time disappears.
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.
Caddi + AdvicePay, in practice
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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against AdvicePay with no model in the loop.
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.
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.