Automate Practifi with Caddi
Built for finance teams.
Practifi runs on Salesforce and serves as the system of record for many advice firms. Caddi automates the data entry and cross-system updates that keep Practifi honest.
The work around Practifi is where time disappears.
Practifi data is only as good as the team's discipline updating it. Caddi removes that burden by writing meeting outcomes, account changes, and document statuses back to Practifi automatically.
Loops Caddi runs against Practifi
Client onboarding intake
Recommended patternCaddi parses signed onboarding forms, creates the household and contact records in Practifi, and files the documents with the correct metadata.
Meeting notes write-back
Recommended patternCaddi takes notes from the meeting recording, writes a structured summary to Practifi, and creates follow-up tasks for the right team members.
Cash-request routing
Recommended patternWhen a client requests a distribution, Caddi creates the Practifi case, routes it to ops, and tracks completion against the custodian record.
Caddi + Practifi, in practice
Client onboarding & account opening
Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Practifi with no rekeying.
Meeting prep & follow-up
Pull the right Practifi 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 Practifi metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against Practifi, and write the audit-ready record back to the right account.
Questions about automating Practifi
Does Caddi have a real Practifi integration?
Yes. Caddi runs verified code against Practifi's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Practifi is reviewed before it runs in production.
Do I need engineering help to automate Practifi with Caddi?
No. You demonstrate the workflow once — clicking through Practifi 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 Practifi 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 Practifi with no model in the loop.
Can Caddi connect Practifi 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 Practifi, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
Ready to automate Practifi?
Drop your work email and we'll show you Caddi running end-to-end against Practifi and the rest of your stack.