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Operations AI for Professional Services

Meet your AI compliance specialist.
No seat required.

Caddi runs the repetitive compliance work as deterministic code: it monitors for exceptions, assembles the audit and control reports your examiners ask for, files evidence to the record, and documents cases. The monitoring and reporting, automated with an audit-grade trail, without adding headcount.

SOC 2 Type II150+ integrationsEvery run logged

Help me automate exception monitoring in Microsoft 365 and Salesforce. Caddi builds the loop and runs it.

Trusted by leading firms

Compliance sign-off needs judgment.
Pulling the evidence behind it does not.

A compliance specialist spends the day pulling reports, gathering evidence, monitoring for exceptions, and documenting cases. Caddi automates that gathering so your team spends time on the judgment.

  • 01

    Monitoring that never sleeps

    Caddi watches your systems for the exceptions and patterns you define, surfaces them for review, and logs every check, so monitoring isn't limited to when someone runs the report.

  • 02

    Evidence assembled, not hunted

    Caddi assembles the access reviews, activity logs, and control evidence your auditors ask for, pulled from source systems automatically, with a defensible record of how each figure was produced.

  • 03

    An audit trail you can defend

    Every run is timestamped and attributable. When risk or an examiner asks what touched the data, you have the log, not an anecdote.

Teach Caddi like a new hire.

  1. Connect Microsoft 365 to Caddi

    Allow

    1Sign in to your tools

    One click each for Microsoft 365, Salesforce and Intapp. No API keys.

  2. Automate exception monitoring.

    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 compliance back office the role owns, on autopilot.

Caddi learns the monitoring, reporting, and documentation your compliance function runs, then turns it into reliable, auditable automations, with sign-off staying human.

Runs across the compliance stack you already own.

  • Microsoft 365
  • Intapp
  • Salesforce
  • SharePoint
  • Box
  • Smartsheet
See all integrations

An AI compliance specialist, built to your controls.

  • 01

    Keep judgment and sign-off human

    Automate the monitoring, evidence-gathering, and documentation. Your compliance officer makes the calls instead of assembling the file.

  • 02

    No autonomous AI on regulated data

    Caddi monitors and assembles with deterministic code; it never decides or signs off. The judgment stays with your team, on the record.

  • 03

    Coverage you can measure

    Exceptions surfaced, reports assembled, evidence filed, all reportable to the CCO and examiners.

  • 04

    An audit trail by default

    Every run is logged and reviewable, so the evidence behind every control is one query away.

Built to pass your examiner and risk review.

SOC 2

Attested controls. An audit trail you can defend.

Every workflow, every input, every output is logged and reviewable. Your CCO and examiners 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 compliance back office.

On average, Caddi discovers 19,000 hours of repetitive work per customer. See it run on your own workflows in a 30-minute walkthrough.