AI-native automation

Automate work acrossFiserv Premier and SimpleLegalby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

Fiserv PremierFinance
Any action in this tool.
SimpleLegalLegal
Any action in this tool.

See it on your stack

See Caddi run Fiserv Premier and SimpleLegal together.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

What Caddi is and how it works

An AI teammate that runs your back-office loops.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Fiserv Premier and SimpleLegal together

  • 01

    Keep Fiserv Premier and SimpleLegal in lockstep.

    Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.

Actions Caddi can take across Fiserv Premier and SimpleLegal

Caddi can still automate Fiserv Premier and SimpleLegal; we just haven't catalogued every action here yet. Ask us about your specific workflow.

Common questions

How does Caddi connect Fiserv Premier and SimpleLegal?

Fiserv Premier and SimpleLegal just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Fiserv Premier and SimpleLegal end-to-end.

Do I need engineering help?

No. Whoever does the work today shows it once on a call. Caddi builds the loop. No code, no IT ticket.

Is my data safe?

Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, but once the loop ships it runs deterministically — no model in the loop at runtime.

Can Caddi connect Fiserv Premier and SimpleLegal to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Fiserv Premier + SimpleLegal loop is live, Caddi suggests other tools and other workflows to fold in.

How fast can it go live?

Typical first loops ship within a week of the screenshare. The Caddi team reviews every loop before it runs in production.

Ready to automate Fiserv Premier and SimpleLegal?

Drop your work email and we'll show you Caddi running end-to-end against Fiserv Premier, SimpleLegal, and the rest of your stack.