Keep every system in sync.
Automatically.
When a record changes in one system, Caddi propagates it to the others on your schedule. Your CRM, billing tool, document store, and spreadsheets stop holding different versions of the truth, and the reconciliation spreadsheet that lived on someone's Friday afternoon disappears.
SOC 2 Type II·150+ integrations·Every run loggedHelp me automate keep the CRM in Salesforce and Clio. Caddi builds the loop and runs it.
Two systems that disagree are worse than one.
When tools drift apart, every team downstream pays for it with reconciliation work, wrong numbers, and decisions made on stale data. Automating the sync keeps your systems agreeing without a person stitching them together by hand.
- 01
One version of the truth
A change in one place lands everywhere it should. Teams stop arguing about which system is right because they no longer disagree.
- 02
No more reconciliation rituals
The monthly export-compare-fix spreadsheet goes away. Caddi keeps the records aligned continuously, so reconciliation is a check, not a chore.
- 03
Integration without an integration project
No middleware build, no engineering quarter. Your team records the sync and Caddi runs it via the APIs you already have.
Teach Caddi like a new hire.
Help me automate keep the CRM in Salesforce and Clio. Caddi builds the loop and runs it.
The handoffs between tools, on autopilot.
Keep your CRM and system of record aligned
Real cross-system workflows teams automate with Caddi.
- Finance
Account Record Creation
Extract required details from account-opening PDFs and create the linked household, person, and new account form records, reducing manual data entry for client services teams.
- Legal
Accounting File Archiving
Upload accounting files to the correct matter and archive processed documents, reducing manual filing for billing and finance teams.
- Legal
Accounting File Uploads
Upload accounting files to the correct matter, confirm each upload, and archive processed documents, reducing manual filing and cleanup for billing and finance teams.
- Finance
Addepar Client Review Packet
Pull each household's positions and performance from Addepar, generate the quarterly review packet, file it in the document system with the right metadata, and notify the advisor, reducing manual packet assembly for finance operations teams.
- Finance
Adobe Sign Envelope Prep From CRM
Pull signer details from the CRM, populate the right Adobe Sign template, and send the envelope to the correct contacts, reducing manual envelope prep for RIA operations teams.
- Finance
AdvicePay Charge-to-CRM Reconciliation
When an AdvicePay charge succeeds, locate the matching household in the CRM, log the payment against the engagement, and update the planning-fee tracker, reducing manual reconciliation for RIA billing teams.
- Legal
Airtable Inbound Request to Base Row
Turn inbound request emails or form submissions into structured Airtable rows with the right linked records and owner, reducing manual triage for legal business development teams.
- Finance
Black Diamond Custodian Reconciliation
Compare Black Diamond positions and values against custodian feeds and the CRM, flag variances, and write the reconciled record back, reducing manual reconciliation for operations teams.
- Finance
Black Diamond Performance Summary Email
Pull quarterly performance from Black Diamond, draft a personalized summary email per household, and queue it for advisor approval, reducing manual client outreach for advisor teams.
Runs across the stack you need kept in sync.
Salesforce
Wealthbox
QuickBooks
Clio
Toggl
Addepar
Systems that agree, built to your bar.
- 01
Built by your team
Your team records the sync. No engineers, no integration project, no waiting on a roadmap.
- 02
Deterministic runs on your records
Verified code moves data via API, following the same mapping on every run.
- 03
Drift you can measure
Records synced, mismatches caught, time saved, all reportable to leadership in one dashboard.
- 04
Inherits your team's permissions
Caddi syncs with the access your staff already have. No new privileged service accounts to govern.
Built to pass your risk and IT review.
Attested controls. An audit trail you can defend.
Every workflow, every input, every output is logged and reviewable. Your IT team can walk through any run end-to-end: who built it, what it touched, and what it produced, all on the record.
No autonomous AI acting on your data.
AI helps build the automation once. What ships and runs every day is deterministic code calling your systems via API, repeatable and logged, with any model step scoped and reviewable. OpenAI and Anthropic calls use zero-data-retention terms.
Make your systems agree.
See how teams use Caddi to keep their tools in sync without an integration project, in a 30-minute walkthrough on your own stack.