Automate Carta with Caddi
Built for finance teams.
Carta holds the cap table; the events that change it start somewhere else. Caddi keeps Carta aligned with the documents, the payroll system, and the ledger after every transaction.
Automating Carta takes one screenshare.
Show Caddi the Carta 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 Carta 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 Carta
Why teams automate Carta
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 patternCaddi reads the executed document and updates the matching Carta records, routing anything ambiguous to a human.
Equity events to payroll and books
Recommended patternCaddi syncs exercises, vesting, and grants to payroll and the general ledger with the right coding.
Investor and valuation reporting
Recommended patternCaddi 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 (and uses a secure, audited browser session when an API isn't available). 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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Carta with no model in the loop.
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.
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.