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In-ProgressFinance

Automate Carta with Caddi AI Agents

Built for finance teams.

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

Building on the Carta API?Visit carta.com

How to automate Carta

  1. Connect Carta to Caddi

    Allow

    1Sign in to Carta

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

  2. Automate transaction to cap table in Carta.

    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

Carta integrations

Connect Carta 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 Carta

Why teams automate Carta

Carta holds the cap table; the events that change it start somewhere else. Caddi AI Agents keep Carta aligned with the documents, the payroll system, and the ledger after every transaction.

Equity errors are expensive and slow to surface. Caddi carries each event from the signed document into Carta and downstream, with a record of what moved.

Loops Caddi runs against Carta

  • Transaction to cap table

    Recommended pattern
    1. Carta
    2. Docusign
    3. SharePoint

    Caddi reads the executed document and updates the matching Carta records, routing anything ambiguous to a human.

  • Equity events to payroll and books

    Recommended pattern
    1. Carta
    2. ADP
    3. NetSuite

    Caddi syncs exercises, vesting, and grants to payroll and the general ledger with the right coding.

  • Investor and valuation reporting

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

    Caddi assembles the reporting pack from Carta on schedule and distributes it to the right recipients.

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 Carta with no rekeying.

  • Meeting prep & follow-up

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

  • Books, records & reconciliation

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

Questions about automating Carta

Does Caddi have a real Carta integration?

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

Do I need engineering help to automate Carta with Caddi?

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

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

Can Caddi connect Carta 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 Carta, 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 Carta?

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 Carta

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See it on your stack

Ready to automate Carta?

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