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End-to-end AI agents 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 advisories, law firms, and professional services

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%of agent runs complete successfully
  • 1M+back-office tasks completed by Caddi agents
  • 150:1hours of work automated for every hour spent teaching Caddi
Our customers →

On the record

An operations engine that keeps finding work, and keeps getting it done.

Most tools deliver a demo or one good month, but Caddi keeps looping from Discover to Automate to Govern, finding more ROI each time.

01Discover

Find the hours eating your margin with Discover.

Our AI process mining reads the systems you already run, ranks the work that actually repeats, and shows the evidence behind every finding.

19,000 hoursof repetitive work discovered per customer

See Discover
02Automate

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

Screenshare the job and talk it through, like training an expert new hire. The agent picks up the edge cases and keeps suggesting improvements. That's agentic automation and AI workflow automation, built by the people who do the work.

~45 minon average to build your 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.

Our AI agent governance runs every agent on deterministic code, so the same input takes the same path every time. Replay any run to see what it decided, why, and which permission it used.

99%of agent runs complete successfully

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 costHybrid agents: AI 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

Built for production, not the demo.

A general-purpose agent needs prompts and guardrails you maintain forever. Caddi builds hybrid agents: code runs the work, AI only where it needs judgment.

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 Claude or ChatGPT?

Claude and ChatGPT reason through a task every time you run it, spending tokens to re-decide each step. Caddi uses models to build the automation and for the judgment steps inside a run, then runs every fixed step as deterministic code. The same input takes the same path every time, so every run is reliable and auditable out of the box, and it costs about a tenth as much to run, because execution does not spend tokens.

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

Zapier and Power Automate start from a blank canvas: you have to know what to automate and wire every step yourself. Caddi starts with Discover, which finds the repetitive work in your tools, and then anyone on the team can automate it by showing it on a screenshare or describing it in chat, with no flow builder. After that, Caddi governs and monitors every run, so a broken automation is flagged and fixed instead of failing quietly for weeks.

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?

In a network of agents, each agent keeps its own memory of what it has seen, and together they form sharded knowledge bases spread across the network. That burns tokens on every handoff and slowly pulls data out of your firm's systems. Caddi is plumbing: each agent owns one process and moves data between the sources of truth you already own, 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 reads event logs and tickets, so it only sees work that is already tracked. Caddi's discovery is agentic: it starts from hypotheses grounded in deep industry expertise, then validates them in your tools. That finds the unknown work too, in the context of your industry and the process underneath it. Then Caddi automates what it finds and governs every run, 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 →