AdvicePay Charge-to-CRM Reconciliation
Built for RIA Billing Teams.
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.
The manual work this replaces
Billing teams export AdvicePay payouts each week and manually match them to households in the CRM, then update each engagement record so revenue tracking stays accurate.
How the automation runs
This process reconciles an AdvicePay charge to the right CRM record. It receives the successful-charge event from AdvicePay, identifies the household by client email and name, locates the matching contact in the CRM, logs the payment against the active planning engagement with the amount and date, and writes the AdvicePay invoice ID to the engagement record for audit.
What changes after Caddi
Eliminates manual AdvicePay-to-CRM reconciliation and keeps planning-fee revenue on each household record current without staff intervention.
Want AdvicePay Charge-to-CRM Reconciliation automated at your firm?
Show us this workflow and we'll demo Caddi running it end-to-end on your tools.