Automate Juniper Square with Caddi
Built for finance teams.
Juniper Square is the investor system of record. Caddi automates the recurring, deadline-bound work around it: notices out, subscription documents in, and the quarterly pack assembled on time.
Automating Juniper Square takes one screenshare.
Show Caddi the Juniper Square 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 Juniper Square task the way you already do it.
- 2
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 Juniper Square
Why teams automate Juniper Square
Capital calls and distributions are high-stakes and entirely mechanical. Caddi produces and delivers them the same way every time, with delivery logged per investor.
Loops Caddi runs against Juniper Square
Capital call and distribution notices
Recommended patternCaddi generates notices from the fund's calculations, distributes them, and logs delivery against each investor.
Subscription document intake
Recommended patternCaddi reads executed subscription documents and creates or updates the investor record with the right entity details.
Quarterly reporting pack
Recommended patternCaddi assembles the quarterly investor pack and posts it to the portal on schedule.
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 Juniper Square with no rekeying.
Meeting prep & follow-up
Pull the right Juniper Square 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 Juniper Square metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against Juniper Square, and write the audit-ready record back to the right account.
Questions about automating Juniper Square
Does Caddi have a real Juniper Square integration?
Yes. Caddi runs verified code against Juniper Square's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Juniper Square is reviewed before it runs in production.
Do I need engineering help to automate Juniper Square with Caddi?
No. You demonstrate the workflow once — clicking through Juniper Square 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 Juniper Square 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 Juniper Square with no model in the loop.
Can Caddi connect Juniper Square 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 Juniper Square, 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 Juniper Square?
Drop your work email and we'll show you Caddi running end-to-end against Juniper Square and the rest of your stack.