Automate FIS with Caddi
Built for professional services teams.
FIS powers core banking and payments, but reconciling activity and assembling reports around it still take manual work. Caddi automates the loops around FIS so operations stay clean and current.
Automating FIS takes one screenshare.
Show Caddi the FIS 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 FIS 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 FIS
Why teams automate FIS
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 patternCaddi reconciles activity between FIS and your other systems and writes the matching records back.
Report generation & distribution
Recommended patternCaddi 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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against FIS with no model in the loop.
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.
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.