Automate HolistiPlan with Caddi
Built for finance teams.
HolistiPlan reads client tax returns and generates tax-planning reports and scenarios for advisors. Caddi automates the upload, report generation, and filing so the tax review is ready without manual handling.
Automating HolistiPlan takes one screenshare.
Show Caddi the HolistiPlan 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 HolistiPlan 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 HolistiPlan
Why teams automate HolistiPlan
Advisors want the tax insight, not the clicking through uploads and downloads to produce it. Caddi runs the return ingestion, report generation, and filing end to end so the next touch is the client conversation.
Loops Caddi runs against HolistiPlan
Tax report generation
Recommended patternCaddi collects each client's 1040, runs it through HolistiPlan to generate the tax-planning report, and files the output to the household record with the right metadata.
Planning scenario prep
Recommended pattern- HolistiPlan
Microsoft Excel
Microsoft Outlook
Caddi builds HolistiPlan scenarios ahead of review meetings, compiles the summaries, and delivers them to the advisor for sign-off.
Deliverable filing
Recommended patternCaddi files completed HolistiPlan reports, applies firm document metadata, and closes 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 HolistiPlan with no rekeying.
Meeting prep & follow-up
Pull the right HolistiPlan 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 HolistiPlan metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against HolistiPlan, and write the audit-ready record back to the right account.
Questions about automating HolistiPlan
Does Caddi have a real HolistiPlan integration?
Yes. Caddi runs verified code against HolistiPlan's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for HolistiPlan is reviewed before it runs in production.
Do I need engineering help to automate HolistiPlan with Caddi?
No. You demonstrate the workflow once — clicking through HolistiPlan 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 HolistiPlan 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 HolistiPlan with no model in the loop.
Can Caddi connect HolistiPlan 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 HolistiPlan, 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 HolistiPlan?
Drop your work email and we'll show you Caddi running end-to-end against HolistiPlan and the rest of your stack.