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Automate Bloomberg with Caddi AI Agents

Built for finance teams.

Yes, Caddi integrates with Bloomberg. It runs the Bloomberg steps your team does by hand today, and connects it to Addepar, Salesforce, and AdvicePay. 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 Bloomberg integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Bloomberg and every tool it touches, including the screens with no API.

Visit bloomberg.com

How to automate Bloomberg

  1. Connect Bloomberg to Caddi

    Allow

    1Sign in to Bloomberg

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

  2. Automate build a market data report in Bloomberg.

    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

Bloomberg integrations

Connect Bloomberg with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Bloomberg

Why teams automate Bloomberg

Bloomberg is the source of truth for market data, but pulling it into reports and models still means manual exports and copy-paste. Caddi AI Agents learn that reporting workflow from a screenshare and run it as verified code.

Analysts lose hours moving Bloomberg data into Excel and client reports by hand. Caddi automates the pull and the formatting so the numbers land where they belong, on schedule.

Loops Caddi runs against Bloomberg

  • Build a market data report

    Recommended pattern
    1. Bloomberg
    2. Microsoft Excel

    Caddi pulls Bloomberg data into a formatted Excel report on a set schedule.

  • Feed data into the CRM

    Recommended pattern
    1. Bloomberg
    2. Salesforce

    Caddi carries Bloomberg market data into client records without manual entry.

  • Distribute the numbers

    Recommended pattern
    1. Bloomberg
    2. Microsoft Outlook

    Caddi assembles Bloomberg-sourced figures and emails them to the team on time.

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 Bloomberg with no rekeying.

  • Meeting prep & follow-up

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

  • Books, records & reconciliation

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

Questions about automating Bloomberg

Does Caddi have a real Bloomberg integration?

Yes. Caddi runs verified code against Bloomberg's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Bloomberg is reviewed before it runs in production.

Do I need engineering help to automate Bloomberg with Caddi?

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

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

Can Caddi connect Bloomberg 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 Bloomberg, 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 Bloomberg?

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 Bloomberg

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See it on your stack

Ready to automate Bloomberg?

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