FinanceAutomate Practifi with Caddi AI Agents
Built for finance teams.
Yes, Caddi integrates with Practifi. It runs 7 supported actions in Practifi, including process task assigned, account updated, and create client, and connects it to Salesforce, Wealthbox, and Addepar. 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 Practifi integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Practifi and every tool it touches, including the screens with no API.
Supported actions7
- New clientTriggers when a new client or household is created.
- Process task assignedTriggers when a workflow task is assigned to a team member.
- Account updatedTriggers when an investment account's status changes.
- Create clientOpen a new Practifi client with household and contact data.
- Launch processKick off an onboarding, review, or service process for a client.
- Update accountPush account changes (status, value, ownership) back to Practifi.
- Log activityRecord a meeting, call, or note against a client record.
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 Practifi
Connect Practifi to Caddi
Allow1Sign in to Practifi
One click with your own Practifi login. No API keys.
Automate client onboarding intake in Practifi.
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 Practifi
Why teams automate Practifi
Practifi runs on Salesforce and serves as the system of record for many advice firms. Caddi AI Agents automate the data entry and cross-system updates that keep Practifi honest.
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.
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 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, 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; once generated, it executes as deterministic code against Practifi, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
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.
How do I find what to automate in Practifi?
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 Practifi?
Drop your work email and we'll show you Caddi running end-to-end against Practifi and the rest of your stack.