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Automate HolistiPlan with Caddi AI Agents

Built for finance teams.

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

Visit holistiplan.com

How to automate HolistiPlan

  1. Connect HolistiPlan to Caddi

    Allow

    1Sign in to HolistiPlan

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

  2. Automate tax report generation in HolistiPlan.

    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

HolistiPlan integrations

Connect HolistiPlan 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 HolistiPlan

Why teams automate HolistiPlan

HolistiPlan reads client tax returns and generates tax-planning reports and scenarios for advisors. Caddi AI Agents automate the upload, report generation, and filing so the tax review is ready without manual handling.

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 pattern
    1. HolistiPlan
    2. Salesforce
    3. Laserfiche

    Caddi 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
    1. HolistiPlan
    2. Microsoft Excel
    3. 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 pattern
    1. HolistiPlan
    2. Google Drive
    3. Salesforce

    Caddi 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, 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; once generated, it executes as deterministic code against HolistiPlan, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

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.

How do I find what to automate in HolistiPlan?

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 HolistiPlan

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See it on your stack

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.