Automate Salentica with Caddi
Built for finance teams.
Salentica runs on Salesforce (Elements) or Microsoft Dynamics (Engage), so the CRM is only as current as the team keeping it updated. Caddi automates the data entry and the cross-system checks around it.
Automate Salentica by teaching Caddi like a new hire.
Walk Caddi through the Salentica 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 Salentica 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.
Docusign
What Caddi does with Salentica
Why teams automate Salentica
Salentica's service models and workflow objects are only useful when the underlying records are right. Caddi writes meeting outcomes, account changes, and document statuses back to Salentica automatically, and flags where it disagrees with the custodian rather than overwriting either side.
Loops Caddi runs against Salentica
Household onboarding
Recommended patternCaddi reads signed onboarding paperwork, creates the household and entity records in Salentica, and files each document with the right metadata.
Custodian reconciliation
Recommended patternCaddi compares custodian and portfolio positions against the Salentica client record, surfaces the variances, and writes the reconciled values back.
Service-model follow-through
Recommended patternCaddi turns each meeting into a structured note on the right Salentica record and opens the service tasks the client's tier requires.
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 Salentica with no rekeying.
Meeting prep & follow-up
Pull the right Salentica 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 Salentica metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against Salentica, and write the audit-ready record back to the right account.
Questions about automating Salentica
Does Caddi have a real Salentica integration?
Yes. Caddi runs verified code against Salentica's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Salentica is reviewed before it runs in production.
Do I need engineering help to automate Salentica with Caddi?
No. You demonstrate the workflow — clicking through Salentica 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 Salentica data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Salentica, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect Salentica 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 Salentica, 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 Salentica?
Drop your work email and we'll show you Caddi running end-to-end against Salentica and the rest of your stack.