Automate FactSet with Caddi
Built for finance teams.
FactSet delivers deep financial data and analytics, but getting it into models and client reports still relies on manual exports. Caddi learns that workflow from a screenshare and runs it as verified code.
Automating FactSet takes one screenshare.
Show Caddi the FactSet workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
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Record it once
Screen-share the FactSet task the way you already do it.
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Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
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It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with FactSet
Why teams automate FactSet
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- FactSet
Microsoft Excel
Caddi pulls FactSet data into a formatted Excel report on schedule.
Sync data to the CRM
Recommended patternCaddi carries FactSet figures into client records without manual entry.
Distribute the output
Recommended patternCaddi 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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against FactSet with no model in the loop.
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.
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.