Operations AI for Professional Services

Meet your AI document processor.
No seat required.

Caddi runs the document processing role as deterministic code: it extracts fields from high-page-count, many-field forms, validates them, fills structured documents, and writes the data into your systems of record. The form-wrangling, automated and auditable, without adding headcount.

Trusted by leading firms

Extracting fields from a 40-page form and keying them in is pure, repeatable work.

A document processor reads dense, many-field forms, pulls the values, fills the next document, and files it. Caddi does that extraction and entry the same way every time.

  • 01

    Forms in, data out, no transcription

    Caddi reads multi-page applications and forms, extracts every field with OCR and validation, and writes the data into your system of record, so nothing is keyed from a PDF by hand.

  • 02

    Fill and assemble, not just read

    Caddi fills structured forms and templates from your data, merges supporting documents, and routes for signature, turning a stack of paperwork into one clean package.

  • 03

    Accuracy and an audit trail

    98%+ extraction accuracy across 1,000+ runs in 90 days at a Caddi customer, with every field traceable to the source document and run.

Caddi turns your screenshares into AI automations.

The paperwork the role owns, on autopilot.

Caddi learns the forms your firm processes, from extraction and validation to filling and filing, then runs it as reliable, auditable automations.

Runs across the document stack you already own.

  • iManage
  • NetDocuments
  • SharePoint
  • Box
  • DocuSign
  • Salesforce
See all integrations

An AI document processor, built to your bar.

  • 01

    Keep your best people off the PDF

    Automate the extraction and keying. Your team reviews exceptions instead of transcribing 40-page forms field by field.

  • 02

    No hallucination risk on your records

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

  • 03

    Throughput and accuracy you can measure

    Documents processed, fields extracted, exceptions caught, all reportable to operations leadership.

  • 04

    Proven at production volume

    53,000+ documents renamed, uploaded, filed, or processed across Caddi customers.

Built to pass your IT and governance review.

SOC 2

Attested controls. An audit trail you can defend.

Every workflow, every input, every output is logged and reviewable. Your operations and governance 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 document processing 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.