AI agents for your back office.
The AI equivalent of the roles you’d hire for.
Each Caddi agent runs the repetitive 80% of a real back-office role as deterministic code: it bundles the high-volume, cross-system workflows that role does all day and runs them unattended, auditable, the same way every time. Automate the role instead of hiring for it.
Some of the most popular agents
A sample of what teams automate first, not the full list. Any repetitive back-office role can become a Caddi agent, so if you don’t see yours here, it can still be built.
AI Billing Specialist
Pre-Bill Review · Invoicing · AR Follow-Ups · Reconciliation · Expense Intake
AI Accounts Payable Specialist
Invoice Intake · Coding · Approval Routing · Reconciliation
AI Accounts Receivable Specialist
Invoicing · AR Follow-Ups · Payment Posting · Reconciliation
AI Bookkeeper
Categorization · Ledger Entry · Reconciliation · Reporting
AI Data Entry Specialist
Document Extract · CRM Entry · Cross-System Sync · Spreadsheet Ops
AI Document Processor
Field Extraction · Form Filling · System Entry · Filing
AI Intake Specialist
Intake Capture · Conflicts · KYC / AML · Account Opening · Engagement
AI Loan Processor
Document Collection · Data Extraction · Order Services · Conditions
AI Client Service Associate
Meeting Prep · Follow-Ups · Account Opening · CRM Updates
AI Compliance Specialist
Monitoring · Audit Reporting · Evidence Filing · Case Documentation
AI Operations Analyst
Data Pulls · Report Assembly · Reconciliation · Distribution
AI Records Clerk
Profiling · Filing · Folder Structure · Retention
Automate the role.
On average, Caddi discovers 19,000 hours of repetitive work per customer. See it run on your own workflows in a 30-minute walkthrough.