Automate XLR8 with Caddi AI Agents
Built for finance teams.
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.
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 teach the workflow once by screen-share; Caddi builds it as verified code and runs it every time. No code, no IT ticket.
Get a demo on your XLR8 work
30 minutes. We'll show Caddi AI Agents running it end to end.
Discover, automate and govern your XLR8 work.
Caddi AI Agents find the repetitive work your team does in XLR8, learn it the way a new hire would, and run it for you, with every run on the record. No code, no IT ticket, no brittle wiring.
- 1
Discover
Caddi AI Agents find the repetitive XLR8 work and rank it by the hours it would give back, with the evidence attached.
- 2
Automate
Show them the job once, like a new hire. They build verified code and run it across your stack.
- 3
Govern
Every automation is reviewed before it runs in production, and every run is logged and replayable.
DocusignWhat Caddi does with XLR8
Why teams automate XLR8
Advisor CRMs drift out of date when updates are manual.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 patternCaddi creates the household and accounts in XLR8 when paperwork is signed in DocuSign.
Sync portfolio data
Recommended patternCaddi updates XLR8 households with account and performance data from Black Diamond.
Planning refresh
Recommended patternCaddi 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 (and uses a secure, audited browser session when an API isn't available). 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.
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.