Automate Ignition with Caddi
Built for finance teams.
Ignition closes the proposal and starts the billing. Caddi automates what has to happen next: the client record, the independence check, and the engagement setup in practice management.
Automating Ignition takes one screenshare.
Show Caddi the Ignition workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Record it once
Screen-share the Ignition task the way you already do it.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
- 3
It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Ignition
Why teams automate Ignition
A signed engagement letter should open a complete, checked, correctly-structured file. Manually, it opens four half-finished records in four systems. Caddi makes it one pass.
Loops Caddi runs against Ignition
Proposal to open engagement
Recommended patternCaddi turns an accepted Ignition proposal into the client, contacts, and engagement records in practice management.
Independence and conflict check
Recommended patternCaddi runs the independence and conflict check on every new engagement, attaches the result, and routes exceptions to a human.
Billing setup and books sync
Recommended patternCaddi writes the engagement's billing terms to the ledger so the first invoice matches the letter.
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 Ignition with no rekeying.
Meeting prep & follow-up
Pull the right Ignition 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 Ignition metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against Ignition, and write the audit-ready record back to the right account.
Questions about automating Ignition
Does Caddi have a real Ignition integration?
Yes. Caddi runs verified code against Ignition's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Ignition is reviewed before it runs in production.
Do I need engineering help to automate Ignition with Caddi?
No. You demonstrate the workflow once — clicking through Ignition 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 Ignition 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 Ignition with no model in the loop.
Can Caddi connect Ignition 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 Ignition, 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 Ignition?
Drop your work email and we'll show you Caddi running end-to-end against Ignition and the rest of your stack.