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In-ProgressFinance

Automate Salentica with Caddi AI Agents

Built for finance teams.

Yes, Caddi integrates with Salentica. It runs the Salentica steps your team does by hand today, and connects it to Salesforce, Practifi, 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 Salentica integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Salentica and every tool it touches, each through its API.

Visit salentica.com

How to automate Salentica

  1. Connect Salentica to Caddi

    Allow

    1Sign in to Salentica

    One click with your own Salentica login. No API keys.

  2. Automate household onboarding in Salentica.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Salentica integrations

Connect Salentica with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Salentica

Why teams automate Salentica

Salentica runs on Salesforce (Elements) or Microsoft Dynamics (Engage), so the CRM is only as current as the team keeping it updated. Caddi AI Agents automate the data entry and the cross-system checks around it.

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 pattern
    1. Salentica
    2. Docusign
    3. Egnyte

    Caddi reads signed onboarding paperwork, creates the household and entity records in Salentica, and files each document with the right metadata.

  • Custodian reconciliation

    Recommended pattern
    1. Salentica
    2. Addepar
    3. Black Diamond

    Caddi compares custodian and portfolio positions against the Salentica client record, surfaces the variances, and writes the reconciled values back.

  • Service-model follow-through

    Recommended pattern
    1. Salentica
    2. Zoom
    3. Microsoft Outlook

    Caddi 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. 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.

How do I find what to automate in Salentica?

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.

Often automated alongside Salentica

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See it on your stack

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.