Operations AI for Professional Services

Meet your AI data entry specialist.
No seat required.

Caddi runs the data entry role as deterministic code: it reads forms, PDFs, and email, extracts the fields, validates them against your rules, and writes clean records into your CRM and systems of record. The rekeying, automated and auditable, without adding headcount.

Trusted by leading firms

Rekeying the same data into three systems is the most automatable job there is.

A data entry specialist moves the same fields between forms, email, and your systems of record all day. Caddi reads the source, validates it, and writes it everywhere it needs to go.

  • 01

    Read once, write everywhere

    Caddi extracts data from the source document and writes it into every system that needs it, validated against your rules, so your team stops typing the same record into three tools.

  • 02

    Accuracy that doesn't fatigue

    98%+ extraction accuracy across 1,000+ runs in 90 days at a Caddi customer. Deterministic code doesn't get tired at 4pm or fat-finger a field.

  • 03

    Capacity that scales past one hire

    Caddi runs hundreds of records in parallel, so when intake doubles you add throughput, not the next data-entry desk or training cycle.

Caddi turns your screenshares into AI automations.

The keying the role owns, on autopilot.

Caddi learns where data comes from and where it needs to land, then runs the extraction and entry as reliable, auditable automations.

Runs across the systems of record you already own.

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

An AI data entry specialist, built to your bar.

  • 01

    Keep your best people off the keyboard

    Automate the rekeying. Your team works on judgment and exceptions instead of transcribing fields between systems.

  • 02

    No hallucination risk on your records

    Verified code writes to your systems via API. Extraction is validated against your rules, not an AI guess written straight to the record.

  • 03

    Throughput and accuracy you can measure

    Records processed, fields validated, exceptions caught, all reportable to operations leadership.

  • 04

    Inherits your team's permissions

    Runs with the access your team already has. No new privileged service accounts to govern.

Built to pass your IT and risk review.

SOC 2

Attested controls. An audit trail you can defend.

Every workflow, every input, every output is logged and reviewable. Your operations and IT team 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 data entry 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.