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Demonstrate. Automate. Done.
Show Caddi how you work once — our AI handles the rest.
Trusted Users
How it Works
Meet Caddi,
Your New Hire
01
Record your screen
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.
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Use Cases
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.
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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.
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Data Entry
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Billing & Invoicing
Caddi simplifies billing by automating invoice creation, tracking payments, and sending reminders—ensuring nothing falls through the cracks.
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Free Your Team from Non-Billable Chaos
Caddi handles the busywork—so your team can
focus on billable work.
See how →focus on billable work.
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.
Benefits
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.
Save Time & Cut Costs
Automate busywork so your team can focus on revenue—not admin.
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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.
Integrations & Apps
Every connection you need. In one place.
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Security + Privacy
Enterprise-ready security for confidential client data
Caddi adapts to any process in your firm, building custom automations that work the way you do.
Security
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