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In-ProgressCross-vertical

Automate FIS with Caddi AI Agents

Built for professional services teams.

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

How to automate FIS

  1. Connect FIS to Caddi

    Allow

    1Sign in to FIS

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

  2. Automate transaction & record sync in FIS.

    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

FIS integrations

Connect FIS 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 FIS

Why teams automate FIS

FIS powers core banking and payments, but reconciling activity and assembling reports around it still take manual work. Caddi AI Agents automate the loops around FIS so operations stay clean and current.

Reconciliation and reporting around FIS are high-volume and rules-based. Caddi runs them end to end with an audit trail.

Loops Caddi runs against FIS

  • Transaction & record sync

    Recommended pattern
    1. FIS
    2. Google Sheets

    Caddi reconciles activity between FIS and your other systems and writes the matching records back.

  • Report generation & distribution

    Recommended pattern
    1. FIS
    2. Microsoft Outlook

    Caddi assembles reports from FIS data, files them, and routes them to the right owner.

Where professional services teams use it

  • Inbound triage

    Watch FIS for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.

  • Cross-tool data sync

    Keep FIS in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using FIS alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right FIS update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating FIS

Does Caddi have a real FIS integration?

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

Do I need engineering help to automate FIS with Caddi?

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

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

Can Caddi connect FIS 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 FIS, 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 FIS?

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 FIS

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See it on your stack

Ready to automate FIS?

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