FinanceFinance Specific

Automate Orion with Caddi

Built for finance teams.

Orion is the performance and reporting backbone for many advice firms. The reports it generates rarely live in Orion alone — they need to land in the CRM, the document system, and in client hands.

Why automate it

The work around Orion is where time disappears.

Operations teams routinely re-run and re-file Orion reports for every household, every quarter. Caddi handles the orchestration so the right report lands in the right place automatically.

Workflows

Loops Caddi runs against Orion

  • Household Review Report Filing

    Real customer flow
    1. Orion
    2. Laserfiche
    3. Salesforce

    Caddi 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 is automated, making meeting materials easier to produce and store consistently.

  • Performance summary email

    Recommended pattern
    1. Orion
    2. Gmail
    3. Salesforce

    Caddi pulls quarterly performance from Orion, drafts a personalized summary email per household, and queues it for adviser approval.

  • Billing reconciliation

    Recommended pattern
    1. Orion
    2. Microsoft Excel
    3. Salesforce

    Caddi compares Orion billing against custodian feeds, surfaces variances, and writes the reconciled record back to the household.

Where finance teams use it

Caddi + Orion, in practice

  • 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.

FAQ

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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Orion with no model in the loop.

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.

Often automated alongside Orion

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See it on your stack

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.