Process mining stops at the insight.
Automation is brittle.
AI assistants need direction.
Caddi fixes all three.
Process mining finds the work and stops. Automation makes you build and babysit it. AI assistants are great at judgment work, one person at a time. Caddi is end-to-end: it discovers the work in the tools you already use, your team builds the automation with no IT project or hands judgment-heavy work to Claude or Copilot, and Govern monitors the work in Caddi and the work it hands off.
Point solutions, one per job
- Celonis
- Signavio
- Skan.ai
- Mimica
- UiPath
- Power Automate
- Zapier
- AI coding agents
- Audit logs
- Access reviews
- AI policy tools
Roundups written for the people buying: law firm and RIA leaders choosing AI, practice software and CRMs.
Legal AI
Law firm software
AI agents and assistants
Use them together. Assistants like Claude and Copilot are great for individual, judgment-heavy work. Caddi Discover finds the work worth automating and sends each finding to the best tool for the job: Caddi for high-volume work that has to run the same way every time, or Claude as a skill and Copilot as an agent. Caddi Govern monitors the work in Caddi and the work Caddi hands to Claude or Copilot.
Caddi vs. Harvey AI: Automation vs. Legal AI Assistant
Harvey is legal-grade AI for research and drafting. Caddi automates the back-office ops work it doesn't touch, and delivers a reliable, deterministic win immediately while Harvey rolls out over months.
Read comparison
Caddi vs. ChatGPT: Done-for-You Automation vs. AI Assistant
ChatGPT is a powerful assistant a person drives. Caddi does the multi-step work across your tools as deterministic code: cheaper per run, repeatable, and fast, with no copy-paste.
Read comparison
Caddi vs. Microsoft 365 Copilot: How Caddi Makes Copilot Better
Use both. Caddi Discover finds the work worth automating, Caddi runs the high-volume jobs or hands judgment-heavy ones to Copilot as an agent, and Caddi Govern monitors both.
Read comparison
Caddi vs. Claude: How Caddi Makes Claude Better
Use both. Caddi Discover finds the work worth automating, Caddi runs the high-volume jobs or hands judgment-heavy ones to Claude as a skill, and Caddi Govern monitors both.
Read comparison
Caddi vs. Agentforce: In-Salesforce Agents vs. Cross-System Automation
Agentforce runs conversational agents inside Salesforce, priced per action and grounded in Data Cloud. Caddi runs the recurring back-office work that spans Salesforce, the DMS, billing and the inbox, as deterministic code.
Read comparisonAn AI workforce puts agents in the driver’s seat on every run, which works until volume climbs and cost, consistency, and latency all move the wrong way. Caddi’s hybrid agents run the work as deterministic code and use AI where judgment is genuinely needed.
Caddi vs. Mili: Back-Office Operations vs. an Advisor's AI Assistant
Mili helps wealth advisors prepare for, document and follow up on client meetings. Caddi finds the repetitive back-office work, automates it end to end, and governs every run.
Read comparison
Caddi vs. PitCrew: Find the Work First vs. an Embedded Build
Both automate back-office operations for financial firms. PitCrew embeds experts to configure prebuilt agents, with a person approving every action. Caddi finds the work, has your ops team build it by showing it once, and governs every run.
Read comparisonCaddi vs. Subatomic: Running Processes vs. an AI Chief of Staff
Subatomic's AI Chief of Staff reasons over a firm knowledge graph and hands advisors briefs and drafts to approve. Caddi finds the repetitive back-office processes and runs them end to end, the same way every time.
Read comparison
Caddi vs. Humanity Labs: Hybrid Agents vs. a Pure AI Workforce
Humanity Labs sells RIAs a managed AI workforce that reasons on every run, which suits work where even you don't know the right way yet. Caddi finds the repetitive work in your systems and runs it the way you want it done, as deterministic code, the same way every time, fully logged.
Read comparisonCaddi vs. Akai by Deel: Independent Agents vs. an Agent Network
Both let ops teams automate their own work without an IT project. Akai runs a shared-context agent network on connectors built from recorded traffic. Caddi runs independent, deterministic agents on verified connections, finds the work in your tools and governs every run.
Read comparison
Caddi vs. Worktrace: Reading the Tools vs. Recording the Screen
Both start with discovery, then build the agents. Worktrace installs a desktop app that records screens from install day on and builds computer-use agents on a custom quote. Caddi reads your tools and their history on day one, lets ops build the agent in chat, and runs the fixed steps as code, every run logged.
Read comparison
Caddi vs. Nevis: A Full Rebuild vs. Verified Priorities and Verified Runs
Nevis is a full rebuild with nothing like Discover, so you automate on a guess and learn the outcome after the move. With Caddi you verify where to start, the hours before you build, then verify the agents handle the work, every run logged.
Read comparison
Caddi vs. Power Automate: Done-for-You Automation vs. DIY Flows
Record-to-code AI automation vs. Microsoft's DIY cloud and desktop flows. How each handles UI changes, documents, premium-connector costs, and which fits law & finance back offices.
Read comparison
Caddi vs. Zapier: Which Should You Use?
Done-for-you record-to-code automation vs. DIY app-to-app Zaps. Build model, document handling, pricing at volume, and which fits law & finance back offices.
Read comparison
Caddi vs. UiPath: Which Automation Platform Should You Use?
Record-to-code AI automation vs. screen-scraping RPA. How each handles UI changes, documents, and maintenance, and which fits law & finance ops teams.
Read comparison
Caddi vs. Gumloop: AI Automation Compared
Done-for-you record-to-code automation vs. a DIY AI canvas. Build model, vertical fit, production reliability, governance, and which fits law & finance teams.
Read comparison
Caddi vs. n8n: Build It Yourself or Have It Built
A developer's workflow toolkit you host and run vs. automation built and maintained for the operations team. Who builds it, hosting, pricing at volume, and governance.
Read comparison
Caddi vs. Make: Visual Scenarios or Automation Built for You
A low-cost visual scenario builder vs. automation the ops person shows once and Caddi builds. Build model, documents and inboxes, pricing, and which fits law and RIA teams.
Read comparison
Caddi vs. Automation Anywhere: AI Automation vs. Enterprise RPA
Record-to-code AI automation vs. a Control Room full of screen-scraping bots. How each handles UI changes, documents, and maintenance, and which fits law & finance ops teams.
Read comparison
Caddi vs. Certinia: Automation Layer vs. Salesforce-Native Suite
A thin record-to-code automation layer over the tools you already run vs. a heavy, Salesforce-locked PSA/ERP you migrate onto. Time to value, ownership, and which fits services ops.
Read comparisonThe big orchestration suites are powerful, but they need a platform team, an implementation partner, and a quarter to stand up. Caddi is built for you and live immediately.
Caddi vs. ServiceNow: Record-to-Code Automation vs. an Enterprise Platform
Done-for-you automation live immediately vs. a heavyweight orchestration platform that needs admins, implementation partners, and a quarter to stand up. Time to value, ownership, and fit for law & finance ops.
Read comparison
Caddi vs. Appian: Record-to-Code Automation vs. Low-Code Process Apps
Record a workflow and have it built for you vs. modeling processes and building apps on a low-code BPM platform. Setup effort, who owns it, and which fits regulated back-office teams.
Read comparison
Caddi vs. Pega: AI-Native Automation vs. Enterprise BPM Suite
A lightweight automation layer over the tools you already run vs. Pegasystems' heavy case-management and BPM suite. Implementation time, developer dependence, and fit for law & finance ops.
Read comparison
Caddi vs. Workato: Done-for-You Automation vs. DIY Integration Recipes
Record-to-code automation built and maintained for you vs. building and owning iPaaS recipes yourself. Document handling, maintenance, and which fits non-technical law & finance teams.
Read comparisonDocument processing tools stop at extracted data, then a person moves it onward. Caddi reads the documents and automates the whole workflow they live in.
Caddi vs. Tungsten Automation (Kofax): Whole-Workflow Automation vs. Document Capture
Caddi automates the whole workflow the document lives in vs. Tungsten (formerly Kofax) capturing and extracting data, then handing it to a person. Setup, integrations, and fit for law & finance.
Read comparison
Caddi vs. Hyperscience: Whole-Workflow Automation vs. Document Extraction
Record-to-code automation that reads documents and finishes the work vs. a model-trained extraction engine that stops at structured data. Setup, ownership, and fit for regulated back offices.
Read comparison
Caddi vs. ABBYY: Whole-Workflow Automation vs. Document Intelligence
Caddi reads varied documents and automates the surrounding workflow end to end vs. ABBYY extracting fields you then move by hand. Templates vs. recording, integrations, and fit for law & finance.
Read comparisonLow-code platforms have you build, host, and maintain an application. Caddi records an existing workflow and runs it as code, with no app to own.
Caddi vs. Mendix: Record-to-Code Automation vs. Building an App
Record an existing workflow and run it as code vs. building, hosting, and maintaining a low-code application. No app to own, faster time to value, and fit for back-office ops in law & finance.
Read comparison
Caddi vs. OutSystems: Automating a Workflow vs. Building an Application
Caddi turns a recording into a maintained automation vs. OutSystems' low-code platform for developers building custom apps. Who owns it, time to value, and which fits regulated back offices.
Read comparisonProcess mining finds the work, then hands the fix to an IT project. Caddi finds it from the tools you already use, the ops person builds the automation, and every run and decision stays on the record.
Caddi vs. Celonis: Find, Build and Govern vs. Process Mining
Celonis maps your processes from event logs, then hands the fix to an IT project. Caddi finds the work from the tools you already use, lets the ops person build the automation, and keeps every run on the record.
Read comparisonCaddi vs. Power Automate Process Mining: End to End vs. Mine, Then Build Flows
Microsoft's process mining needs event-log data and makers to build the flows it points at. Caddi reads your connected tools, the ops person builds the automation, and every decision is logged.
Read comparisonCaddi vs. UiPath Process Mining: Built by Ops vs. Handed to RPA Developers
UiPath Process Mining and Task Mining find candidates for an RPA program to build. Caddi finds the work, the person who does it builds the automation, and it runs as logged, reviewable code.
Read comparison
Caddi vs. Skan.ai: Connected Tools vs. Desktop Capture
Skan watches every desktop with computer vision and stops at the insight. Caddi reads the tools you already use, read only, and goes on to build and govern the automation.
Read comparison
Caddi vs. Mimica: End-to-End Automation vs. Task Mining
Mimica records desktop work to map tasks for an automation team. Caddi finds the work from your connected tools and lets the ops person build and run the automation, with no IT project.
Read comparison
Caddi vs. SAP Signavio: Firm Workflows vs. SAP Process Transformation
Signavio models and mines SAP-scale processes for transformation programs. Caddi finds, builds and governs the back-office work professional services firms run across everyday tools.
Read comparisonCaddi vs. KYP.ai: Automate the Work vs. Measure Productivity
KYP.ai measures activity from desktop agents. Caddi reads the tools you already use, ranks the repeated work, and lets the ops person automate it with every run on the record.
Read comparison
Caddi vs. IBM Process Mining: End to End vs. Analyst-Led Mining
IBM Process Mining gives analysts event-log mining and simulation. Caddi finds the work from connected tools, the ops team builds the automation, and Govern shows every run and decision.
Read comparisonMoving off a tool? Each roundup ranks the realistic replacements with published pricing and says when you should stay put.
The best Zapier alternatives
Every option ranked, with published pricing, who each fits, and when to stay on Zapier.
See the listThe best Make alternatives
Every option ranked, with published pricing, who each fits, and when to stay on Make.
See the listThe best n8n alternatives
Every option ranked, with published pricing, who each fits, and when to stay on n8n.
See the listThe best Power Automate alternatives
Every option ranked, with published pricing, who each fits, and when to stay on Power Automate.
See the listThe best UiPath alternatives
Every option ranked, with published pricing, who each fits, and when to stay on UiPath.
See the listThe best Automation Anywhere alternatives
Every option ranked, with published pricing, who each fits, and when to stay on Automation Anywhere.
See the listThe best Gumloop alternatives
Every option ranked, with published pricing, who each fits, and when to stay on Gumloop.
See the listThe best Workato alternatives
Every option ranked, with published pricing, who each fits, and when to stay on Workato.
See the listThe best Celonis alternatives
Every option ranked, with published pricing, who each fits, and when to stay on Celonis.
See the listThe best Agentforce alternatives
Every option ranked, with published pricing, who each fits, and when to stay on Agentforce.
See the listThe best Microsoft Copilot alternatives
Every option ranked, with published pricing, who each fits, and when to stay on Microsoft Copilot.
See the listThe best Harvey alternatives
Every option ranked, with published pricing, who each fits, and when to stay on Harvey.
See the listThe best ServiceNow alternatives
Every option ranked, with published pricing, who each fits, and when to stay on ServiceNow.
See the listDeciding between two automation tools? These even-handed breakdowns help you pick, then show the catch they both share, and how Caddi handles it.
Zapier vs. UiPath
Cloud app-to-app glue vs. enterprise RPA. One connects SaaS tools through APIs; the other drives the screen like a person. Here's how to pick, and the catch they both share.
Read comparisonUiPath vs. Power Automate
The category-leading RPA platform vs. Microsoft's built-in automation. One is best-of-breed and platform-agnostic; the other is cheaper and everywhere you already work. Here's how to choose.
Read comparisonPower Automate vs. Zapier
Microsoft's automation vs. the friendliest no-code glue. One is powerful and cheap inside Microsoft; the other is the fastest path to connecting almost any SaaS app. Here's how to choose.
Read comparisonCelonis vs. UiPath Process Mining
The process mining specialist vs. the RPA platform's mining module. One is built for data-team-led process intelligence at ERP scale; the other feeds an RPA pipeline. Here's how to pick, and the gap they share.
Read comparisonCelonis vs. SAP Signavio
Two heavyweights of SAP-era process work. Celonis leads on process mining and intelligence; Signavio pairs mining with process modeling inside SAP's transformation suite. Here's how to pick, and the gap they share.
Read comparisonn8n vs. Zapier
Open, self-hostable workflow builder vs. a much larger no-code app catalog. n8n bills per workflow run and rewards teams that can write a little code; Zapier bills per action and rewards teams that want to ship in minutes. Here's how to pick, and when neither fits.
Read comparisonZapier vs. Make
Linear no-code Zaps vs. a visual scenario canvas. Zapier has the bigger catalog and the gentler learning curve; Make gives you branching, routers and data mapping on one screen for less per operation. Here's how to pick, and when neither fits.
Read comparisonn8n vs. Make
Two visual workflow canvases with different bets. n8n is self-hostable, bills per workflow run and lets you drop into code; Make is cloud-only, bills per module action and keeps everything visual. Here's how to pick, and when neither fits.
Read comparison
Clio vs. MyCase
Two cloud practice management systems for small and midsize law firms. Clio sells a tiered platform with add-ons like Clio Grow; MyCase publishes three all-in plans with intake and workflows from Pro up. Here's how to pick, and what to automate on either one.
Read comparison
Wealthbox vs. Redtail
The two CRMs most independent advisors shortlist. Wealthbox is the modern, household-first workspace; Redtail is the long-established advisor CRM, now part of Orion, with texting and imaging in the bundle. Here's how to pick, and the work neither one does for you.
Read comparison
Harvey vs. Legora
The two legal AI platforms most large firms shortlist. Both offer agents, bulk document review, legal research and Word and Outlook add-ins; they differ in research content, how you collaborate with clients, and how they reach your DMS. Here's how to pick, and the work neither one does.
Read comparisonCaddi isn't just another tool, it's the 2.0 of the categories you already know. See how each one is changing in 2026, and why Caddi is the version that comes next.
Workflow Automation Trends 2026: What Is Changing
Keep lightweight builders for simple glue. For the workflows that actually drive capacity, the category has moved to show-and-build, AI-native automation.
See the shiftHow AI Workflow Automation Is Changing in 2026
DIY AI canvases proved the model. The 2026 version makes it easier to build, easier to maintain, and actually fit for law and finance.
See the shiftHow AI Agents Are Changing in 2026
The best of both worlds: use LLM reasoning to craft the right workflow, then deterministic automation to execute it exactly, the same way every time.
See the shiftHow RPA Software Is Changing in 2026
RPA proved back-office automation works. The 2026 version replaces brittle, dumb, screen-scraping bots with smart, API-first, auditable automation.
See the shiftHow Business Process Automation Is Changing in 2026
BPA's goal, orchestrate the whole process, is right. The 2026 version swaps rigid rules and brittle connectors for AI decisions and API-first execution.
See the shiftHow Document Automation Software Is Changing in 2026
Document tools nailed the document step. The 2026 version automates the whole workflow around it, across data types and systems, without the labeling slog.
See the shiftHow Business Orchestration and Automation Technologies Are Changing in 2026
BOAT's end-to-end ambition is right. The 2026 version swaps the platform team and long rollout for AI decisions, API-first execution, and a done-for-you build model.
See the shiftHow Intelligent Document Processing Is Changing in 2026
IDP nailed extraction. The 2026 version reads documents without templates or training, makes decisions, and writes to your systems of record, the whole workflow, not just the document.
See the shiftHow Enterprise Low-Code Application Platforms Are Changing in 2026
Low-code is the right tool when you truly need to build an app. For automation that never needed an app, the 2026 move is record a workflow instead of building one.
See the shiftWhat Is Agentic Automation?
Rules-based automation still fits perfectly predictable steps. For work that needs judgment and can't be allowed to break, the category has moved to agentic automation, and the winning version pairs AI decisions with deterministic execution.
See the shiftWhat Is Agentic AI?
Autonomous agentic AI is the right tool for open-ended, exploratory work. For production back-office automation, what teams actually want is agentic automation: AI decisions plus deterministic execution you can trust.
See the shiftWhat Is Agentic Process Automation (APA)?
RPA still fits narrow, perfectly predictable tasks. For real, end-to-end processes that need judgment, the category has moved to agentic process automation, and the reliable version pairs AI decisions with deterministic execution.
See the shiftWhat Is Process Mining?
Process mining is the right tool for deep, ERP-scale analysis of a known process. If the goal is to find the work worth automating and actually automate it, with every run logged and reviewable, you need Discover, Automate and Govern in one place, which is what Caddi does.
See the shiftWhat Is Process Intelligence?
Process intelligence platforms go deeper on enterprise process modeling than anything else. But insight only pays when the work changes. Caddi is built around that last mile: Discover, Automate and Govern in one product, so a finding becomes a running, governed automation.
See the shiftWhat Is Task Mining?
Task mining sees the desktop detail that logs miss, at the cost of a recorder on every machine, and it still hands the build to someone else. Caddi finds the work from the systems of record, lets the ops person build it, and governs every run, with no screen recording.
See the shift