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In-ProgressFinance

Automate Juniper Square with Caddi AI Agents

Built for finance teams.

Yes, Caddi integrates with Juniper Square. It runs the Juniper Square steps your team does by hand today, and connects it to Allvue, Carta, and Intralinks. 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 Juniper Square integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Juniper Square and every tool it touches, each through its API.

Visit junipersquare.com

How to automate Juniper Square

  1. Connect Juniper Square to Caddi

    Allow

    1Sign in to Juniper Square

    One click with your own Juniper Square login. No API keys.

  2. Automate capital call and distribution notices in Juniper Square.

    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

Juniper Square integrations

Connect Juniper Square with any of the 184 other tools Caddi works with. Pick one to see what Caddi automates between them.

184 tools

The details

What Caddi does with Juniper Square

Why teams automate Juniper Square

Juniper Square is the investor system of record. Caddi AI Agents automate the recurring, deadline-bound work around it: notices out, subscription documents in, and the quarterly pack assembled on time.

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 pattern
    1. Juniper Square
    2. Microsoft Outlook
    3. NetSuite

    Caddi generates notices from the fund's calculations, distributes them, and logs delivery against each investor.

  • Subscription document intake

    Recommended pattern
    1. Juniper Square
    2. Docusign
    3. SharePoint

    Caddi reads executed subscription documents and creates or updates the investor record with the right entity details.

  • Quarterly reporting pack

    Recommended pattern
    1. Juniper Square
    2. Microsoft Excel
    3. Microsoft Outlook

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

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.

How do I find what to automate in Juniper Square?

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 Juniper Square

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See it on your stack

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.