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FinanceFinance Specific

Automate DealCloud with Caddi

Built for finance teams.

DealCloud is only as good as what gets logged into it, and deal professionals are the least likely people in the firm to log anything. Caddi does the logging so the pipeline report means something.

How it works

Automating DealCloud takes one screenshare.

Show Caddi the DealCloud 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 DealCloud 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 DealCloud

Why teams automate DealCloud

CRM hygiene is the difference between pipeline reporting you can act on and a screen nobody trusts. Caddi captures activity from the tools the deal team actually lives in.

Loops Caddi runs against DealCloud

  • Activity capture

    Recommended pattern
    1. DealCloud
    2. Microsoft Outlook
    3. Microsoft Teams

    Caddi logs emails and meetings to the right DealCloud company and deal record, with the participants and next steps attached.

  • Dedupe and source attribution

    Recommended pattern
    1. DealCloud
    2. Microsoft Excel
    3. Affinity

    Caddi merges duplicate records and attributes deal source consistently so origination reporting holds up.

  • Pipeline reporting pack

    Recommended pattern
    1. DealCloud
    2. Power BI
    3. Microsoft Outlook

    Caddi assembles the weekly pipeline pack from DealCloud and distributes it to the investment committee.

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 DealCloud with no rekeying.

  • Meeting prep & follow-up

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

  • Books, records & reconciliation

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

Questions about automating DealCloud

Does Caddi have a real DealCloud integration?

Yes. Caddi runs verified code against DealCloud's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for DealCloud is reviewed before it runs in production.

Do I need engineering help to automate DealCloud with Caddi?

No. You demonstrate the workflow once — clicking through DealCloud 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 DealCloud 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 DealCloud with no model in the loop.

Can Caddi connect DealCloud 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 DealCloud, 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 DealCloud

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See it on your stack

Ready to automate DealCloud?

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