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Automate MoneyGuidePro with Caddi AI Agents

Built for finance teams.

Yes, Caddi integrates with MoneyGuidePro. It runs 5 supported actions in MoneyGuidePro, including plan updated, create client, and update goals, and connects it to eMoney, Salesforce, and Laserfiche. 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 MoneyGuidePro integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across MoneyGuidePro and every tool it touches, including the screens with no API.

Supported actions5
  • New client addedTriggers when a new household is added to MoneyGuidePro.
  • Plan updatedTriggers when a plan's inputs or scenarios change.
  • Create clientOpen a new MoneyGuidePro client with household details.
  • Update goalsPush new retirement, education, or insurance goals into a plan.
  • Generate plan PDFRender the latest plan as a client-ready PDF.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Visit moneyguidepro.com

How to automate MoneyGuidePro

  1. Connect MoneyGuidePro to Caddi

    Allow

    1Sign in to MoneyGuidePro

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

  2. Automate plan refresh ahead of every review in MoneyGuidePro.

    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.

The details

What Caddi does with MoneyGuidePro

Why teams automate MoneyGuidePro

MoneyGuidePro is where the plan happens — but the inputs, updates, and outputs travel through your CRM, custodian, and document system. Caddi AI Agents automate the surrounding workflow so planners can focus on advice.

Annual reviews stall when client facts have drifted across systems. Caddi refreshes MoneyGuidePro inputs on a cadence, runs the plan, and routes deliverables to the right places with the right metadata.

Loops Caddi runs against MoneyGuidePro

  • Plan refresh ahead of every review

    Recommended pattern
    1. MoneyGuidePro
    2. Salesforce
    3. Laserfiche

    Two weeks before each client review, Caddi refreshes MoneyGuidePro inputs from the CRM and custodian, runs the plan, and files the deliverable.

  • Risk-tolerance update flow

    Recommended pattern
    1. MoneyGuidePro
    2. Salesforce
    3. Microsoft Outlook

    When a client returns an updated risk questionnaire, Caddi updates MoneyGuidePro, the CRM, and routes any out-of-policy positions to compliance.

  • Deliverable archive + task close-out

    Recommended pattern
    1. MoneyGuidePro
    2. Laserfiche
    3. Salesforce

    Caddi files newly generated plan PDFs in the document system, applies the right 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 MoneyGuidePro with no rekeying.

  • Meeting prep & follow-up

    Pull the right MoneyGuidePro 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 MoneyGuidePro metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

    Reconcile cash receipts, payments, and custodian feeds against MoneyGuidePro, and write the audit-ready record back to the right account.

Questions about automating MoneyGuidePro

Does Caddi have a real MoneyGuidePro integration?

Yes. Caddi runs verified code against MoneyGuidePro's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for MoneyGuidePro is reviewed before it runs in production.

Do I need engineering help to automate MoneyGuidePro with Caddi?

No. You demonstrate the workflow, clicking through MoneyGuidePro 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 MoneyGuidePro data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against MoneyGuidePro, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect MoneyGuidePro 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 MoneyGuidePro, 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 MoneyGuidePro?

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 MoneyGuidePro

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Ready to automate MoneyGuidePro?

Drop your work email and we'll show you Caddi running end-to-end against MoneyGuidePro and the rest of your stack.