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In-ProgressFinance

Automate FactSet with Caddi AI Agents

Built for finance teams.

Yes, Caddi integrates with FactSet. It runs the FactSet steps your team does by hand today, and connects it to Addepar, Bloomberg, and AdvicePay. 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 FactSet integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across FactSet and every tool it touches, including the screens with no API.

Building on the FactSet API?Visit factset.com

How to automate FactSet

  1. Connect FactSet to Caddi

    Allow

    1Sign in to FactSet

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

  2. Automate build a data-backed report in FactSet.

    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

FactSet integrations

Connect FactSet with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with FactSet

Why teams automate FactSet

FactSet delivers deep financial data and analytics, but getting it into models and client reports still relies on manual exports. Caddi AI Agents learn that workflow from a screenshare and run it as verified code.

Moving FactSet data into spreadsheets and reports by hand is repetitive and slow. Caddi automates the pull and formatting so analysts spend their time on analysis, not data entry.

Loops Caddi runs against FactSet

  • Build a data-backed report

    Recommended pattern
    1. FactSet
    2. Microsoft Excel

    Caddi pulls FactSet data into a formatted Excel report on schedule.

  • Sync data to the CRM

    Recommended pattern
    1. FactSet
    2. Salesforce

    Caddi carries FactSet figures into client records without manual entry.

  • Distribute the output

    Recommended pattern
    1. FactSet
    2. Microsoft Outlook

    Caddi compiles FactSet-sourced data and sends it to the team automatically.

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 FactSet with no rekeying.

  • Meeting prep & follow-up

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

  • Books, records & reconciliation

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

Questions about automating FactSet

Does Caddi have a real FactSet integration?

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

Do I need engineering help to automate FactSet with Caddi?

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

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

Can Caddi connect FactSet 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 FactSet, 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 FactSet?

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 FactSet

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See it on your stack

Ready to automate FactSet?

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