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SolutionsReport generation

Automate report generation. Built and sent on schedule.

Caddi pulls the figures from your systems, builds the report in your format, and sends it on schedule, with every number traceable to its source.

  • 99%of agent runs complete successfully
  • ~45 minon average to build your first agent
  • 1M+back-office tasks completed
Caddi built the reportFive systems to one quarterly report
  • Return, QTD2.4%
  • Fees billed$6,045
  • Meetings held3
  • Performance4 quarters
  • Market value$2,418,650
Q3 Review · Larkspur.docx

Quarterly review · Q3 2026

Larkspur Family

Return, QTD2.4%Fees billed$6,045Meetings held3
Market valueDiffers from Addepar, held
Drafted to the Larkspur familySends once the advisor clears 1 figure

Firms running Caddi

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

01Assembly

The report is mechanical. The person building it is not.

Every cycle someone senior exports the same figures, pastes them into the same template, and checks the totals by hand.

Where it lives today

  • Performance export
  • Fee and AR report
  • Client activity
  • Project tracker
Quarterly reportMicrosoft 365

02The run

Built and sent on schedule.

Same sources, same format, every cycle. The weekly and quarterly deliverables stop waiting on whoever had the Friday afternoon.

Caddi run

  1. Figures pulledAddepar
  2. Report built in your templateMicrosoft 365
  3. Sent to the distribution listOutlook
  4. Filed for the recordSharePoint

Totals checked before anything sends

03Trace

Every figure traces back to where it came from.

Each number carries its source, so nobody reconciles two versions of the same report, and the one that disagrees is called out.

Quarterly review · Larkspur Family
Return, QTD
2.4% · Addepar
Fees billed
$6,045 · Tamarac
Meetings held
3 · Salesforce
Open items
2 · Smartsheet
Market value
For reviewDiffers from custodian, held

From firms running Caddi

“I've run two today already, and then that'll be a third.”

Client service associate, RIA

“There's a ton of this and it's not just my role. There's a bunch of different roles where people just have to export massive amounts of data on a quarterly basis, and it's mindless work.”

Operations manager, RIA

Report generation workflows teams run on Caddi

See all

Caddi

Get your Friday afternoons back

See how teams use Caddi to build and send recurring reports automatically, in a 30-minute walkthrough on your own reporting workflow.