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In-ProgressFinance

Automate Chronograph with Caddi AI Agents

Built for finance teams.

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

Visit chronograph.pe

How to automate Chronograph

  1. Connect Chronograph to Caddi

    Allow

    1Sign in to Chronograph

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

  2. Automate reporting pack collection in Chronograph.

    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

Chronograph integrations

Connect Chronograph 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 Chronograph

Why teams automate Chronograph

Chronograph is strong once the data is in it. Getting the data in is the problem, because it arrives late, in a dozen shapes, from a dozen controllers. Caddi AI Agents handle the collection and the normalization.

Portfolio operations teams routinely spend the first two weeks of a month collecting the data they are supposed to spend the month analyzing. Caddi collects it for them.

Loops Caddi runs against Chronograph

  • Reporting pack collection

    Recommended pattern
    1. Chronograph
    2. Microsoft Outlook
    3. SharePoint

    Caddi chases the monthly pack from every portfolio company, files what comes back, and escalates the ones still missing.

  • Normalize and load

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

    Caddi maps each company's submission to the firm's metric definitions and loads it into Chronograph.

  • Board pack assembly

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

    Caddi builds the board and LP-facing views from loaded data and distributes them on schedule.

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 Chronograph with no rekeying.

  • Meeting prep & follow-up

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

  • Books, records & reconciliation

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

Questions about automating Chronograph

Does Caddi have a real Chronograph integration?

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

Do I need engineering help to automate Chronograph with Caddi?

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

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

Can Caddi connect Chronograph 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 Chronograph, 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 Chronograph?

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 Chronograph

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See it on your stack

Ready to automate Chronograph?

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