Operations AI for Professional Services

Meet your AI accounts receivable specialist.
No seat required.

Caddi runs the AR role as deterministic code: it generates and delivers invoices, chases outstanding balances on a cadence, escalates aging accounts, and posts and reconciles payments. The repetitive collections work, automated and auditable, without adding headcount.

Trusted by leading firms

AR ages because no one chased it.
That's a cadence problem, not a hiring problem.

An AR specialist spends the day sending the same reminders, posting the same payments, and reconciling the same accounts. Caddi runs that cadence reliably and pulls cash forward.

  • 01

    Collections that never miss a touch

    Caddi sends outstanding-balance reminders on a schedule, escalates aging accounts, and logs every touch, so collections cycle time falls without a person working the aging report by hand.

  • 02

    Cash forward, realization up

    Invoices go out on time and follow-ups happen on cadence, so DSO drops and cash arrives sooner, without leaning on partners to nag clients.

  • 03

    Auditable, every payment

    Every reminder, payment, and reconciliation is timestamped and attributable, so the AR ledger ties out and there's no key-person risk in collections.

Caddi turns your screenshares into AI automations.

The AR cycle the role owns, on autopilot.

Caddi learns how receivables flow through your firm, from invoicing and reminders to payment posting and reconciliation, then runs it as reliable, auditable automations.

Runs across the AR and finance stack you already own.

  • QuickBooks
  • Stripe
  • LawPay
  • Aderant
  • Salesforce
  • Xero
See all integrations

An AI accounts receivable specialist, built to your controls.

  • 01

    Keep your best people on relationships

    Automate the reminders and posting. Your AR lead handles the sensitive client conversations instead of working the aging report.

  • 02

    No guesswork on the numbers

    Verified code posts and reconciles via API. Deterministic application, not an AI estimate over your receivables.

  • 03

    Cash you can measure

    DSO, AR aging, reminders sent, payments posted, all reportable to the controller and finance committee.

  • 04

    Proven at production volume

    21,000+ payments, checks, and accounting workflows completed across Caddi customers. The cadence of a full team.

Built to pass your audit and controls review.

SOC 2

Attested controls. An audit trail you can defend.

Every workflow, every input, every output is logged and reviewable. Your controller and auditors can walk through any run end-to-end: who built it, what it touched, and what it produced, all on the record.

AI at design time, code at runtime

No autonomous AI acting on your data.

AI helps build the automation once. What ships and runs every day is deterministic code calling your systems via API, with no model improvising over your records at runtime. LLM calls used during a run execute under enterprise zero-data-retention agreements and are never used for training.

Automate the AR 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.