Meet Caddi in personILTACONAug 23–27Booth 159Future ProofSep 14–17Booth 248 · Zone 1

AI-native automation

Automate work acrossHolistiPlan and PrismHRby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

Help me automate onboard new hire in HolistiPlan and PrismHR. Caddi builds the loop and runs it.

HolistiPlanFinance
Any action in this tool.
PrismHRProductivity
Any action in this tool.

See it on your stack

See Caddi run HolistiPlan and PrismHR together.

  • 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.
  • Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with 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 teach it the job once. The loop ships.

  3. 03Improve

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

Practical ways to use HolistiPlan and PrismHR together

  • 01

    Keep HolistiPlan and PrismHR 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 HolistiPlan and PrismHR

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

Common questions

How does Caddi connect HolistiPlan and PrismHR?

HolistiPlan and PrismHR just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against HolistiPlan and PrismHR end-to-end.

Do I need engineering help?

No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. 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, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.

Can Caddi connect HolistiPlan and PrismHR to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first HolistiPlan + PrismHR 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 that first walkthrough. The Caddi team reviews every loop before it runs in production.

Ready to automate HolistiPlan and PrismHR?

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