FinanceFinance Specific

Automate eMoney with Caddi

Built for finance teams.

eMoney powers the modeling side of financial planning, but the data getting into it — and the deliverables coming out — usually pass through five other systems. Caddi automates that surrounding loop.

Why automate it

The work around eMoney is where time disappears.

Plan prep is one of the most expensive recurring tasks at a financial advisory firm. Caddi assembles the eMoney inputs, refreshes facts from the CRM and custodian, and files the deliverable in your document system so planners spend time on the plan, not the prep.

Workflows

Loops Caddi runs against eMoney

  • Annual review prep packet

    Recommended pattern
    1. eMoney
    2. Salesforce
    3. Laserfiche

    Caddi gathers updated client facts from the CRM and custodian, refreshes eMoney inputs, generates the review packet, and files it for the advisor.

  • Client fact-update sync

    Recommended pattern
    1. eMoney
    2. Salesforce
    3. Microsoft Outlook

    When a client returns an updated fact form, Caddi parses it, updates eMoney and the CRM, and routes any new beneficiary or address change for compliance review.

  • Deliverable archiving

    Recommended pattern
    1. eMoney
    2. Laserfiche
    3. Salesforce

    Caddi watches for newly generated plan PDFs, applies the firm's metadata, files them in the household record, and updates the related CRM task.

Where finance teams use it

Caddi + eMoney, in practice

  • Client onboarding & account opening

    Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in eMoney with no rekeying.

  • Meeting prep & follow-up

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

  • Books, records & reconciliation

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

FAQ

Questions about automating eMoney

Does Caddi have a real eMoney integration?

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

Do I need engineering help to automate eMoney with Caddi?

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

Can Caddi connect eMoney 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 eMoney, 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 eMoney

Browse all
See it on your stack

Ready to automate eMoney?

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