In-ProgressFinanceAutomate eMoney with Caddi AI Agents
Built for finance teams.
Yes, Caddi integrates with eMoney. It runs 5 supported actions in eMoney, including client data updated, create client, and update plan inputs, and connects it to MoneyGuidePro, Salesforce, and Wealthbox. 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 eMoney integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across eMoney and every tool it touches, including the screens with no API.
Supported actions5
- New plan createdTriggers when an advisor creates a new financial plan.
- Client data updatedTriggers when a client's profile or assets change.
- Create clientOpen a new eMoney client record with full household details.
- Update plan inputsPush updated assets, liabilities, or goals into a plan.
- Generate plan summaryRender a client-ready plan PDF for review or archiving.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
How to automate eMoney
Connect eMoney to Caddi
Allow1Sign in to eMoney
One click with your own eMoney login. No API keys.
Automate annual review prep packet in eMoney.
ScreenshareType it2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi does with eMoney
Why teams automate eMoney
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 AI Agents automate that surrounding loop.
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.
Loops Caddi runs against eMoney
Annual review prep packet
Recommended patternCaddi 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 patternWhen 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 patternCaddi 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
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.
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, 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; once generated, it executes as deterministic code against eMoney, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
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.
How do I find what to automate in eMoney?
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.
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.