FinanceAutomate Orion with Caddi AI Agents
Built for finance teams.
Yes, Caddi integrates with Orion. It runs 6 supported actions in Orion, including account opened, report generated, and billing run complete, and connects it to Addepar, Wealthbox, and Salesforce. 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 Orion integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Orion and every tool it touches, including the screens with no API.
Supported actions6
- Account openedTriggers when a new account is added in Orion.
- Report generatedTriggers when a client report is produced.
- Billing run completeTriggers when a billing cycle finishes.
- Update householdWrite household and account details to Orion.
- Generate reportRun a client report for a household.
- Fetch positionsPull holdings and performance for accounts.
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 Orion
Connect Orion to Caddi
Allow1Sign in to Orion
One click with your own Orion login. No API keys.
Automate account sync in Orion.
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 Orion
Why teams automate Orion
Orion powers portfolio accounting, trading and reporting for advisory firms. Caddi AI Agents run the work around it, from report delivery to CRM updates.
Report cycles and account setup pass through the CRM, custodians and document storage. Caddi runs those handoffs so Orion data lands where the team needs it.
Loops Caddi runs against Orion
Account sync
Recommended patternCaddi keeps Orion households and accounts in step with Wealthbox.
Report delivery
Recommended patternCaddi generates quarterly Orion reports and files them to each client folder in Box.
New account setup
Recommended patternWhen onboarding paperwork is signed in DocuSign, Caddi prepares the Orion account setup.
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 Orion with no rekeying.
Meeting prep & follow-up
Pull the right Orion 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 Orion metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against Orion, and write the audit-ready record back to the right account.
Questions about automating Orion
Does Caddi have a real Orion integration?
Yes. Caddi runs verified code against Orion's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Orion is reviewed before it runs in production.
Do I need engineering help to automate Orion with Caddi?
No. You demonstrate the workflow, clicking through Orion 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 Orion data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Orion, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect Orion 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 Orion, 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 Orion?
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 Orion?
Drop your work email and we'll show you Caddi running end-to-end against Orion and the rest of your stack.