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Demonstrate. Automate. Done.

Show Caddi how you work once  — our AI handles the rest.

Trusted Users

Meet Caddi,

Your New Hire

01

Record your screen

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02

Explain as you go

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03

Try your automation

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1

Connect your tools

Caddi works with 70+ apps—just like giving a new hire access to their tools.

2

Show how you work

Guide Caddi through a process once—it learns by following your steps.

3

Let Caddi take it from there

Message Caddi in Email, Slack, or Teams—just like a colleague.

Automation tailored to your firm

Caddi adapts to any process in your firm, building custom automations that work the way you do.

Client Intake

Caddi transforms client intake by eliminating repetitive steps, saving time and ensuring a smooth, error-free process. With AI-powered automation, your team can spend less time on admin and more time focusing on your clients.

Client Onboarding

Caddi transforms client onboarding by eliminating repetitive steps, saving time and ensuring a smooth, error-free process. With AI-powered automation, your team can spend less time on admin and more time focusing on your clients.

Email Management

Caddi streamlines email workflows by automating attachment storage, notifying the right team members, and handling automatic responses. No more letting client emails sit unanswered—Caddi ensures every important message gets the attention it deserves.

Document Organization

Managing documents is tedious and error-prone. Caddi automates saving, renaming, categorization, and retrieval, ensuring your team always has the right file—without the hassle.

Data Entry

Maecenas sed diam eget risus varius blandit sit amet non magna. Cras mattis consectetur purus sit amet fermentum. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem.

Billing & Invoicing

Caddi simplifies billing by automating invoice creation, tracking payments, and sending reminders—ensuring nothing falls through the cracks.

Free Your Team from Non-Billable Chaos

Caddi handles the busywork—so your team can
focus on billable work.
See how →

Client Intake

Caddi transforms client intake by eliminating repetitive steps, saving time and ensuring a smooth, error-free process. With AI-powered automation, your team can spend less time on admin and more time focusing on your clients.

Keep Process Title?

Caddi transforms client onboarding by eliminating repetitive steps, saving time and ensuring a smooth, error-free process. With AI-powered automation, your team can spend less time on admin and more time focusing on your clients.

Client Onboarding

Caddi transforms client onboarding by eliminating repetitive steps, saving time and ensuring a smooth, error-free process. With AI-powered automation, your team can spend less time on admin and more time focusing on your clients.

Email Management

Caddi streamlines email workflows by automating attachment storage, notifying the right team members, and handling automatic responses. No more letting client emails sit unanswered—Caddi ensures every important message gets the attention it deserves.

Document Organization

Managing documents is tedious and error-prone. Caddi automates saving, renaming, categorization, and retrieval, ensuring your team always has the right file—without the hassle.

Data Entry

Maecenas sed diam eget risus varius blandit sit amet non magna. Cras mattis consectetur purus sit amet fermentum. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem.

Billing & Invoicing

Caddi simplifies billing by automating invoice creation, tracking payments, and sending reminders—ensuring nothing falls through the cracks.

Take Back Your Time from the Back Office

Caddi handles the busywork, so your team can focus on growing your clients’ assets.
See how →

Every firm is different.
That’s why Caddi learns from you.

All the power of AI—without the risks.

No Tech Skills Needed

If you can show Caddi how a task is done, it can automate it—no learning curve, no waiting for IT.

Caddi automation running across email, Slack, Teams, and other workplace tools for seamless workflow integration.

Save Time & Cut Costs

Automate busywork so your team can focus on revenue—not admin.

Reliable by Design

Deterministic automations mean no surprises—just consistent execution.

Standardize with Ease

Caddi builds automations tailored to you—and lets you share them across your firm.

Caddi user interface showcasing AI-powered workflow automation tools.

Every connection you need. In one place.

Enterprise-ready security for confidential client data

Caddi adapts to any process in your firm, building custom automations that work the way you do.

Enterprise-ready security for confidential client data

Our unique approach separates AI from your sensitive data.
Compliance ready and built for the most demanding regulatory environments.
SOC2 Compliance
Caddi maintains SOC2 compliance for security, availability, and confidentiality
Audit Trails
Comprehensive logging and audit capabilities for all automation activities
Role-Based Access
Granular permission controls to manage who can access what
An advanced security ecosystem providing robust protection for your sensitive information
End-to-End Encryption
All data is encrypted in transit and at rest using industry-standard protocols
Secure Authentication
SSO, MFA, and advanced authentication options to protect access
Regular Security Testing