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.
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.
The average Caddi customer saves 904 hours a month — the equivalent of more than five full-time hires, automated. See it run on your own workflows in a 30-minute walkthrough.