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End-to-end AI operations platform

A back office
without
repetitive work.

Caddi AI Agents find your most repetitive back-office work and automate it across every tool you use.

Schedule DemoSign up free
SOC 2 Type II150+ integrationsEvery run logged
AI Agent WorkforceDiscoverFind repetitive workAutomateDelegate to an AI agentGovernStay in control

Loved by wealth advisors and law firms

Am Law 100The Planning Center
“Helps make our internal lives easier and the systems we already have talk to each other.”
Matt Mercer, COO, The Planning Center
PalaceKnight Law GroupBurney Wealth Management
Barron's Top 10 RIABeveridge & Diamond
“I can't describe it. It's kind of like describing magic.”
Business analyst, RIA
Portner & Shure
“Caddi focuses on applying AI to real business workflows in ways that are useful and effective.”
Jordan Portner, COO, Portner & Shure
Ervin Cohen & JessupJFS Wealth Advisors
  • 99%Success rate across agent runs
  • 1M+Tasks completed
  • 150:1Hours automated for every hour spent teaching Caddi
Our customers →

On the record

01Discover

Find the hours eating your margin with Discover.

Modern process mining. It reads the systems you already run, ranks what actually repeats, and opens every finding to show the evidence behind it.

19,000 hoursfound to automate per customer, from small first rollouts

See Discover
02Automate

Non-technical teams love training AI agents over a video call.

Screenshare the job and talk it through, the way you would with a new expert hire who already knows the back office. They catch the edge cases, bring a decade of expertise, and keep proposing improvements. This is AI workflow automation and agentic automation, built by the people who do the work.

~45 minon average to the first agent

See Automate
Whitmore · Docusignapp.docusign.com/documents/details
DocusignAgreementsTemplatesReportsStartAgreementsInboxSentCompletedAction requiredFoldersWhitmore HoldingsRidgelineAgreementsCompletedDownloadAsset Purchase AgreementEnvelope 4f21c8 · completed 09:04D. WhitmoreWhitmore Holdings08:58A. SerraRidgeline Systems09:04
Caddi
Inbox Triage CaptureRecording. Work through your script.
  • 1Open your inbox and read down it. Say what tells you which kind each message is.Microsoft Outlook
  • 2Open a Docusign notice. Show how you get to the executed copy, and check both signatures.Docusign
  • 3File one to the matter. Show the naming, and what happens when a version is already there.NetDocuments
12 rules captured so farStop Recording
LoopyEARLY ACCESS+ New chat
LoopyWhat if only one party has signed?Hold it. Never file a half-signed one.

Built. All 6 held today were waiting on the countersign. Want me to flag those to the matter owner on day two?

03Govern

Leadership sleeps well monitoring every agent through Govern.

AI agent governance, built in. Deterministic code does the work, so the same input takes the same path every time, and every run replays: what it decided, why, and which permission it used.

See Govern
2,164 today · 1 held
  • DoneEmail triage411 filed to the matterNetDocuments · create09:14
  • DoneClient intake38 packets to SalesforceSalesforce · create09:02
  • HeldEmail triage1 held, one signature onlyDocusign · read08:47
  • DonePayment recon940 payments matchedQuickBooks · create08:30
Same inputsame pathflat costAI where the work needs judgment. Code everywhere it has to be exact.
Automations by teamLast 30 days
  • Finance9 live312 hrs
  • Talent6 live214 hrs
  • IT5 live188 hrs
  • Marketing3 live96 hrs
150+ integrations

Caddi will automate work across all your existing tools.

See how:

Or sign up free

See all →
Why Caddi

Roll out AI confidently. We work it through with you: discover, automate, govern.

The demo is the easy part. What decides this is whether the thing still runs in month nine.

ReliabilityMaintenanceCost
Reliability

Deterministic code runs the work, AI only where it needs judgment. 99% of agent runs succeed.

Not an agent re-deciding every step, then drifting by Friday.

Maintenance

It flags what drifted after a run and proposes the fix. You approve it.

Not improvising mid-run, with nobody able to say why the output changed.

Cost

One predictable price. No token meter running behind the work.

Not $10k a month of tokens on agents that break by Q2.

Why Caddi
Trust and security

SOC 2 Type II compliant. Built so your security team can say yes.

For a regulated firm this is not a feature alongside the automation. It is the precondition for deploying any of it.

Top 5 security FAQs
Is our data used to train models?

The contents of your connected systems are never used to train models. OpenAI and Anthropic calls run under zero-retention terms, and accounts under a Data Processing Addendum exclude their content from model development entirely.

What can an agent actually reach?

One scope per system, under the access the person already had. No standing admin.

Can it decide something on its own?

No. Code runs the work, and changing a process takes a human approval.

Can we prove what it did?

Every run replays decision by decision, with the permission each one used.

How fast can we stop it?

Pause a loop or pull its connection. It stops mid-queue, not at the end.

SOC 2 Type IIScoped permissionsReplayable run recordsYour data stays yours
Trust Center

Compared

How is Caddi different?

How is Caddi different from ChatGPT, Claude or Copilot?

Those are assistants: you prompt them, they answer, and you do the work again tomorrow. Caddi runs the process itself, on a schedule or a trigger, across the tools your team already uses. It uses models like Claude and GPT for the judgment steps inside a run, and runs everything that has to be exact as code.

Caddi vs. ChatGPT →
How is Caddi different from Zapier or Power Automate?

With Zapier or Power Automate you build every flow yourself, step by step, and only between apps that have a connector. With Caddi, Discover finds the work worth automating, you show it on a screenshare or describe it in chat, and Caddi builds it, including the portals and documents that have no connector.

Caddi vs. Zapier →
How is Caddi different from UiPath and traditional RPA?

RPA is built and maintained by IT or a developer, and a script breaks when a screen changes. In Caddi the person who does the work builds the automation, and when something drifts Caddi flags it after the run and proposes the fix for you to approve.

Caddi vs. UiPath →
How is Caddi different from other AI agent platforms?

Many agent platforms let a network of agents re-decide every step and hand work to each other, which is hard to audit. Each Caddi agent owns one process, runs its fixed steps as deterministic code, and hands off through your system of record, so the same input takes the same path every time and every run can be replayed.

Caddi vs. Akai →
How is Caddi different from process mining tools like Celonis?

Process mining finds the work and stops there. Caddi discovers the repetitive work in your tools, automates it with the person who does it, and governs every run afterward, in one product.

Caddi vs. Celonis →
What happens when the work changes?

It always does. Tell Caddi what changed in plain English, or share your screen for the new step. Caddi updates the plan and you approve the new version before it runs.

See every comparison →