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Operations AI for Professional Services

Meet your AI billing specialist.
No seat required.

Caddi runs the billing specialist's job as deterministic code: it assembles pre-bills, generates and delivers invoices, chases AR on a cadence, and reconciles payments across your billing stack. The repetitive 80% of the role, automated and auditable, without adding headcount.

SOC 2 Type II150+ integrationsEvery run logged

Help me automate pre-bill assembly in Aderant and Elite 3E. Caddi builds the loop and runs it.

Trusted by leading firms

Billing leakage isn't strategy.
It's missed time, slow pre-bills, and AR no one chased.

A billing specialist spends the day moving the same data between time entry, your billing system, and the bank. Caddi automates that mechanical work and keeps a clean, auditable record of every run.

  • 01

    Realization and collections you can move

    Caddi captures time that goes unbilled, accelerates pre-bill turnaround, and chases AR on a schedule, pulling cash forward and lifting realization without leaning on a person to nag.

  • 02

    Capacity that scales past one hire

    Caddi runs hundreds of invoices and reconciliations in parallel, not one at a time. When volume doubles, you add output, not the next backfill, training cycle, or desk.

  • 03

    Auditable, not in someone's spreadsheet

    Every figure is traceable to its source run, timestamped and attributable. No rogue macros, no key-person risk: billing workflows you and your auditors can stand behind.

Teach Caddi like a new hire.

  1. Connect Aderant to Caddi

    Allow

    1Sign in to your tools

    One click each for Aderant, Elite 3E and Intapp. No API keys.

  2. Automate pre-bill assembly.

    ScreenshareType it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

The billing cycle the role owns, on autopilot.

Caddi learns how money moves through your firm, from pre-bill and invoicing to reconciliation and collections, then runs it as reliable, auditable automations.

Runs across the billing and finance stack you already own.

  • Aderant
  • Elite 3E
  • QuickBooks
  • LawPay
  • Stripe
  • Xero
See all integrations

An AI billing specialist, built to your controls.

  • 01

    Keep your best people on judgment

    Automate the drudgery, not the expertise. Your billing manager reviews clean output and works exceptions instead of rekeying invoices.

  • 02

    Deterministic runs on the numbers

    Verified code calls your billing and finance systems via API. Deterministic math, not an AI estimate over your AR.

  • 03

    Cash and realization you can measure

    Days-to-bill, AR aging, exceptions caught, all reportable to the managing partner and finance committee.

  • 04

    Proven at production volume

    4,079 LawPay runs handled in a single month at one Caddi customer. The throughput of a team, on one platform.

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, repeatable and logged, with any model step scoped and reviewable. OpenAI and Anthropic calls use zero-data-retention terms.

Automate the billing 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.