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In-ProgressFinance

Automate Allvue with Caddi AI Agents

Built for finance teams.

Yes, Caddi integrates with Allvue. It runs the Allvue steps your team does by hand today, and connects it to Chronograph, Juniper Square, and NetSuite. 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 Allvue integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Allvue and every tool it touches, each through its API.

Visit allvuesystems.com

How to automate Allvue

  1. Connect Allvue to Caddi

    Allow

    1Sign in to Allvue

    One click with your own Allvue login. No API keys.

  2. Automate portfolio data collection in Allvue.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Allvue integrations

Connect Allvue with any of the 184 other tools Caddi works with. Pick one to see what Caddi automates between them.

184 tools

The details

What Caddi does with Allvue

Why teams automate Allvue

Allvue spans fund accounting, portfolio monitoring, and investor reporting, which means it also spans three collection problems. Caddi AI Agents automate the feeds into it and the packs out of it.

Fund and portfolio reporting is recurring, deadline-bound, and assembled from systems that do not talk to each other. Caddi runs the collection and reconciliation on a schedule with a logged trail.

Loops Caddi runs against Allvue

  • Portfolio data collection

    Recommended pattern
    1. Allvue
    2. Microsoft Excel
    3. Microsoft Outlook

    Caddi gathers monthly reporting from each portfolio company, normalizes it, and loads it into Allvue.

  • Administrator reconciliation

    Recommended pattern
    1. Allvue
    2. NetSuite
    3. Microsoft Excel

    Caddi reconciles Allvue fund accounting against the administrator's statements and surfaces the breaks.

  • LP reporting pack

    Recommended pattern
    1. Allvue
    2. Microsoft Excel
    3. Microsoft Outlook

    Caddi assembles the quarterly investor pack from Allvue and distributes it to LP contacts.

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 Allvue with no rekeying.

  • Meeting prep & follow-up

    Pull the right Allvue 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 Allvue metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

    Reconcile cash receipts, payments, and custodian feeds against Allvue, and write the audit-ready record back to the right account.

Questions about automating Allvue

Does Caddi have a real Allvue integration?

Yes. Caddi runs verified code against Allvue's official APIs. Every automation Caddi builds for Allvue is reviewed before it runs in production.

Do I need engineering help to automate Allvue with Caddi?

No. You demonstrate the workflow, clicking through Allvue 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 Allvue data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Allvue, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Allvue 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 Allvue, 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 Allvue?

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.

Often automated alongside Allvue

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See it on your stack

Ready to automate Allvue?

Drop your work email and we'll show you Caddi running end-to-end against Allvue and the rest of your stack.