Automate Bloomberg with Caddi
Built for finance teams.
Bloomberg is the source of truth for market data, but pulling it into reports and models still means manual exports and copy-paste. Caddi learns that reporting workflow from a screenshare and runs it as verified code.
Automating Bloomberg takes one screenshare.
Show Caddi the Bloomberg workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Record it once
Screen-share the Bloomberg task the way you already do it.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
- 3
It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Bloomberg
Why teams automate Bloomberg
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- Bloomberg
Microsoft Excel
Caddi pulls Bloomberg data into a formatted Excel report on a set schedule.
Feed data into the CRM
Recommended patternCaddi carries Bloomberg market data into client records without manual entry.
Distribute the numbers
Recommended patternCaddi 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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Bloomberg with no model in the loop.
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.
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.