Automate Suralink with Caddi
Built for finance teams.
Suralink keeps the request list honest; someone still has to chase it. Caddi runs the follow-up, files what comes back, and closes the item so the audit team works evidence instead of email.
Automating Suralink takes one screenshare.
Show Caddi the Suralink workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Record it once
Screen-share the Suralink task the way you already do it.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
- 3
It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Suralink
Why teams automate Suralink
Slipped audit deadlines usually trace to a request nobody followed up on. Caddi pursues every open item on the same cadence and escalates only the genuinely unresponsive clients.
Loops Caddi runs against Suralink
Open item chase
Recommended patternCaddi sends scheduled reminders on outstanding PBC requests and logs every contact attempt against the engagement.
Response filing
Recommended patternCaddi files client responses to the right workpaper location and marks the Suralink request complete.
Status rollup
Recommended pattern- Suralink
Microsoft Teams
Microsoft Excel
Caddi assembles the open-items status across engagements and posts it to the team channel.
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 Suralink with no rekeying.
Meeting prep & follow-up
Pull the right Suralink 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 Suralink metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against Suralink, and write the audit-ready record back to the right account.
Questions about automating Suralink
Does Caddi have a real Suralink integration?
Yes. Caddi runs verified code against Suralink's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Suralink is reviewed before it runs in production.
Do I need engineering help to automate Suralink with Caddi?
No. You demonstrate the workflow once — clicking through Suralink 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 Suralink 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 Suralink with no model in the loop.
Can Caddi connect Suralink 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 Suralink, 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 Suralink?
Drop your work email and we'll show you Caddi running end-to-end against Suralink and the rest of your stack.