Automate Redtail CRM with Caddi
Built for finance teams.
Redtail is the system of record for a large share of advisory firms, and almost everything in it is typed in by hand. Caddi automates the entry and the cross-checks so the record stays true without an operations associate maintaining it.
Automate Redtail CRM by teaching Caddi like a new hire.
Walk Caddi through the Redtail CRM work the way you'd train someone on their first day. It learns the job, builds a verified automation, and runs it for you every time. No code, no IT ticket, no brittle wiring.
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Teach it the job
Walk Caddi through the Redtail CRM task the way you'd onboard a new hire.
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Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
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It runs for you
The automation runs on demand, every time, with no model in the loop.
Addepar
What Caddi does with Redtail CRM
Why teams automate Redtail CRM
Redtail is only as accurate as the last person who updated it. Caddi writes meeting outcomes, account changes, and document statuses back to Redtail automatically, and flags where Redtail disagrees with the custodian or portfolio system instead of silently overwriting either one.
Loops Caddi runs against Redtail CRM
Custodian reconciliation
Recommended patternCaddi compares custodian and portfolio positions against the Redtail client record, surfaces the variances for review, and writes the reconciled values back.
Meeting outcome write-back
Recommended patternCaddi turns the meeting recording into a structured note on the right Redtail contact and opens the follow-up activities for the service team.
Document filing and client onboarding
Recommended patternCaddi reads signed onboarding paperwork, updates the Redtail contact and account fields, and files each document to the right client with the correct metadata.
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 Redtail CRM with no rekeying.
Meeting prep & follow-up
Pull the right Redtail CRM 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 Redtail CRM metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against Redtail CRM, and write the audit-ready record back to the right account.
Questions about automating Redtail CRM
Does Caddi have a real Redtail CRM integration?
Yes. Caddi runs verified code against Redtail CRM's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Redtail CRM is reviewed before it runs in production.
Do I need engineering help to automate Redtail CRM with Caddi?
No. You demonstrate the workflow — clicking through Redtail CRM 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 Redtail CRM data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Redtail CRM, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect Redtail CRM 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 Redtail CRM, 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 Redtail CRM?
Drop your work email and we'll show you Caddi running end-to-end against Redtail CRM and the rest of your stack.