Operations AI for Professional Services

Meet your AI bookkeeper.
No seat required.

Caddi runs the bookkeeping role as deterministic code: it categorizes transactions, posts ledger entries, reconciles accounts against the bank feed, and assembles month-end reports. The repetitive ledger work, automated and auditable, without adding headcount.

Trusted by leading firms

The books fall behind because categorizing and reconciling is slow, manual work.

A bookkeeper spends the day coding transactions, reconciling accounts, and rebuilding the same reports. Caddi automates that work and keeps the ledger current and auditable.

  • 01

    Books that stay current

    Caddi categorizes transactions and posts entries as they land, so the ledger is always close to real-time instead of a month behind whenever someone gets to it.

  • 02

    A close that doesn't burn a weekend

    Reconciliations and reports run unattended. Your team reviews clean output instead of rebuilding spreadsheets every cycle, and the close lands on schedule.

  • 03

    Auditable, not key-person dependent

    Every entry is traceable to its source transaction and run, so the books tie out and don't live in one person's head or one person's spreadsheet.

Caddi turns your screenshares into AI automations.

The books the role owns, on autopilot.

Caddi learns how transactions flow through your ledger, from categorization and posting to reconciliation and reporting, then runs it as reliable, auditable automations.

Runs across the accounting stack you already own.

  • QuickBooks
  • Xero
  • Stripe
  • Expensify
  • Smartsheet
  • Microsoft 365
See all integrations

An AI bookkeeper, built to your controls.

  • 01

    Keep your best people on review

    Automate the coding and reconciling. Your bookkeeper or controller reviews clean books and works exceptions instead of categorizing line by line.

  • 02

    No guesswork on the numbers

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

  • 03

    A close you can measure

    Days-to-close, reconciliation status, exceptions caught, all reportable to the controller and owner.

  • 04

    Proven at production volume

    21,000+ payments, checks, and accounting workflows completed across Caddi customers.

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 bookkeeping 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.