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SolutionsCross-system sync

Keep every system in sync. Automatically.

When a record changes in one system, Caddi updates the others on your schedule, so your CRM, portfolio, and billing systems stop disagreeing.

  • 99%of agent runs complete successfully
  • ~45 minon average to build your first agent
  • 1M+back-office tasks completed
Caddi synced every systemOne edit in Salesforce, the same everywhere
Tamarac9:02Billing address4 Juniper Ct, Bend OR18 Alder Way, Bend OR
Addepar Client profile address4 Juniper Ct, Bend OREdited here by hand at 9:00, held
Schwab9:03Address of record4 Juniper Ct, Bend OR18 Alder Way, Bend ORChange form drafted
Box9:03Household folder4 Juniper Ct, Bend OR18 Alder Way, Bend ORMetadata updated
Larkspur Family TrustHousehold · edited by M. Chen, 9:01Mailing address4 Juniper Ct, Bend OR18 Alder Way, Bend OR

3 of 4 systems synced1 for a person

Firms running Caddi

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Portner & Shure
  • Knight Law Group

01Drift

Every system holds its own version of the client.

An address changes in the CRM and stays wrong in the portfolio system and billing until someone reconciles them on a Friday afternoon.

Where it lives today

  • New address
  • Old address
  • Old billing contact
  • Reconciliation sheet
One version of the clientSalesforce

02The run

One change, carried everywhere it belongs.

Caddi watches the source system and writes the change to every other system through the APIs you already have. No middleware project.

Caddi run

  1. Address changedSalesforce
  2. Client profile updatedAddepar
  3. Billing contact updatedTamarac
  4. Service team notifiedSlack

Conflicting edits held for a person

03Reconciliation

Reconciliation becomes a check, not a chore.

Every sync is logged, so the monthly export-and-compare becomes a look at the one record that needs a decision.

Sync log · Larkspur Family Trust
Salesforce
Updated 9:02
Tamarac
Matched 9:03
Box
Folder renamed 9:03
Addepar
For reviewEdited by hand at 9:01, held

From firms running Caddi

“The first loop we built is working fine. It runs three times a day.”

Senior manager of administrative operations, RIA

“That wasn't just a diagram. It actually went and did all that because it already had all the connections necessary.”

Salesforce consultant to an RIA

Custodian and CRM sync workflows teams run on Caddi

See all

Caddi

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.