FinanceAutomate Laserfiche with Caddi AI Agents
Built for finance teams.
Yes, Caddi integrates with Laserfiche. It runs 6 supported actions in Laserfiche, including get folder children, get folder ID, and get repository ID, and connects it to Salesforce, Docusign, and Tamarac. 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 Laserfiche integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Laserfiche and every tool it touches, including the screens with no API.
Supported actions6
- Get folder childrenLists all documents and subfolders within a folder with pagination support and metadata retrieval.
- Get folder IDResolves folder paths to IDs and retrieves folder metadata including permissions and attributes Use the returned folder_id with UploadDocument to place files in specific locations.
- Get repository IDDiscovers available Laserfiche repositories with their IDs, names, and access URLs Use the returned repository_id with other Laserfiche activities.
- List o data tablesDiscovers all available Laserfiche lookup tables with their names and URLs Use the returned table names with QueryODataEntity to query specific tables.
- Query o data entitySearches Laserfiche lookup tables with support for complex OData filtering and returns structured entity data Use the returned entities with other Laserfiche activities for metadata assignment.
- Upload documentDownloads documents from S3 and uploads them to Laserfiche with automatic metadata preservation and folder assignment.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
How to automate Laserfiche
Connect Laserfiche to Caddi
Allow1Sign in to Laserfiche
One click with your own Laserfiche login. No API keys.
Automate model form filing in Laserfiche.
ScreenshareType it2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi does with Laserfiche
Why teams automate Laserfiche
Laserfiche is the document spine of many finance and legal firms — and the bottleneck for anything that has to be filed, classified, or retrieved. Caddi AI Agents run the filing motions Laserfiche admins normally do by hand.
Most Laserfiche work is rule-following with judgment: pick the right folder, apply the right metadata, and update the related system. Caddi learns those rules from your team and executes them across every signed form, report, and intake document.
Loops Caddi runs against Laserfiche
Model Form Filing
Real customer flowCaddi files and classifies client investment model selection forms in the correct intake folder, reducing manual document filing for advisor teams.
Filing is standardized and forms are easier to store and retrieve correctly.
Household Review Report Filing
Real customer flowCaddi generates household review meeting report PDFs and files them with the correct metadata, reducing manual report prep and archiving for advisor teams.
Review report creation and filing happens automatically so meeting materials are easier to produce and store consistently.
Signed Model Form Archiving
Real customer flowCaddi collects signed model selection forms and archives the final PDFs with the right metadata, reducing manual follow-up and filing for advisor teams.
Signed forms are saved and archived correctly and the related task is closed out.
Financial Report Archiving
Real customer flowCaddi generates client financial report PDFs and archives them with the correct template and metadata, reducing manual report handling for financial planning teams.
Report production and archiving speed up while files stay easy to retrieve later.
Signed IPS Archiving
Real customer flowCaddi downloads signed investment policy statements, archives the PDFs with the right metadata, and updates the related household record and task, reducing manual post-signature processing.
Signed IPS forms are archived correctly, key model details are captured, and Salesforce tasks close out promptly.
Inbound mail classification
Recommended patternCaddi watches a Laserfiche inbox folder, classifies each scanned document by type, applies the right metadata, and files it to the correct household.
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 Laserfiche with no rekeying.
Meeting prep & follow-up
Pull the right Laserfiche 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 Laserfiche metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against Laserfiche, and write the audit-ready record back to the right account.
Questions about automating Laserfiche
Does Caddi have a real Laserfiche integration?
Yes. Caddi runs verified code against Laserfiche's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Laserfiche is reviewed before it runs in production.
Do I need engineering help to automate Laserfiche with Caddi?
No. You demonstrate the workflow, clicking through Laserfiche 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 Laserfiche data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Laserfiche, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect Laserfiche 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 Laserfiche, 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 Laserfiche?
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.
Ready to automate Laserfiche?
Drop your work email and we'll show you Caddi running end-to-end against Laserfiche and the rest of your stack.