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Automate Chronograph with Caddi

Built for finance teams.

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 handles the collection and the normalization.

How it works

Automating Chronograph takes one screenshare.

Show Caddi the Chronograph workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.

  1. 1

    Record it once

    Screen-share the Chronograph task the way you already do it.

  2. 2

    Caddi builds it

    It writes verified code, tests it, and connects the rest of your stack.

  3. 3

    It runs for you

    The automation runs on demand, every time, with no model in the loop.

The details

What Caddi does with Chronograph

Why teams automate Chronograph

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. Power BI
    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 (and uses a secure, audited browser session when an API isn't available). 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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Chronograph with no model in the loop.

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.

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.