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In-ProgressFinance

Automate XLR8 with Caddi AI Agents

Built for finance teams.

Yes, Caddi integrates with XLR8. It runs the XLR8 steps your team does by hand today, and connects it to Salesforce, eMoney, and Wealthbox. 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 XLR8 integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across XLR8 and every tool it touches, each through its API.

Visit xlr8crm.com

How to automate XLR8

  1. Connect XLR8 to Caddi

    Allow

    1Sign in to XLR8

    One click with your own XLR8 login. No API keys.

  2. Automate onboard households in XLR8.

    ScreenshareType 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

XLR8 integrations

Connect XLR8 with any of the 164 other tools Caddi works with. Pick one to see what Caddi automates between them.

164 tools

The details

What Caddi does with XLR8

Why teams automate XLR8

XLR8 is a wealth management CRM built on Salesforce. Caddi AI Agents keep it current through the Salesforce platform API, moving data in from custodians, planning software and the inbox.

Advisor CRMs drift out of date when updates are manual. Caddi keeps XLR8 in step with the rest of the stack.

Loops Caddi runs against XLR8

  • Onboard households

    Recommended pattern
    1. XLR8
    2. Docusign

    Caddi creates the household and accounts in XLR8 when paperwork is signed in DocuSign.

  • Sync portfolio data

    Recommended pattern
    1. XLR8
    2. Black Diamond

    Caddi updates XLR8 households with account and performance data from Black Diamond.

  • Planning refresh

    Recommended pattern
    1. XLR8
    2. eMoney

    Caddi keeps eMoney client profiles in step with XLR8.

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 XLR8 with no rekeying.

  • Meeting prep & follow-up

    Pull the right XLR8 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 XLR8 metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

    Reconcile cash receipts, payments, and custodian feeds against XLR8, and write the audit-ready record back to the right account.

Questions about automating XLR8

Does Caddi have a real XLR8 integration?

Yes. Caddi runs verified code against XLR8's official APIs. Every automation Caddi builds for XLR8 is reviewed before it runs in production.

Do I need engineering help to automate XLR8 with Caddi?

No. You demonstrate the workflow, clicking through XLR8 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 XLR8 data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against XLR8, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect XLR8 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 XLR8, 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 XLR8?

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 XLR8

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See it on your stack

Ready to automate XLR8?

Drop your work email and we'll show you Caddi running end-to-end against XLR8 and the rest of your stack.