This is the closest comparison on our site. PitCrew and Caddi go after the same work: reconciliations that don't tie, fee billing, account opening, KYC checks, the rekeying between the CRM, the custodian and the portfolio system. They differ on three things: who decides what to automate, who builds it, and how you prove it ran correctly.
| Fact | PitCrew | Caddi |
|---|---|---|
| Pricing model | Quoted; also listed on AWS Marketplace. | Plan-based: a monthly pool of credits and a number of active loops. Unlimited users on Team and above. |
| Published entry price | Not published on its website. | Individual $0. Team $250 per user per month. Business $6,500 per month. Enterprise custom. |
| Free tier or trial | None. | Individual plan, free for one user with no time limit (200 credits and 10 loops per month). |
| Sign up without a sales call | No, sales-led with an embedded setup of about five days. | Yes, Individual and Team sign up online. |
| Who builds and maintains it | PitCrew experts build and deploy, or your team builds on the platform after training. | You teach the workflow once by screen-share; Caddi builds it as verified code and maintains it. |
Who decides what to automate
PitCrew starts from its catalog: 30+ agents ship out of the box, and its team maps your rules, fee schedules and approval thresholds in the first days. That works well when you already know which workflows you want.
Caddi starts one step earlier. Discover connects read-only to the tools your team already uses, finds the work people keep repeating, and ranks it by estimated hours, with the evidence behind each finding. The first automation is chosen from what your team actually spends time on, not from a menu.
Who builds it
PitCrew offers two paths: its experts design, build and deploy the workflows and hand them over, or it deploys the platform and trains your people to build on it. Either way the engagement starts with PitCrew's team inside your firm.
In Caddi the person who does the work builds it. They share their screen and do the task once; Caddi writes the plan, asks about the branches it did not see, and comes back with something to approve. There is no vendor project to schedule before the first automation runs.
How each one proves the work
PitCrew's strongest idea is its verification layer: firm rules and regulations are encoded as formal logic, and each agent decision is checked against them with a definitive result and an explanation, before a person approves it. For policy checks such as KYC review, that is a real strength.
Caddi takes a different route to the same goal. The fixed steps of a workflow run as verified code, so the same input takes the same path on every run, and AI is used only for the judgment steps inside a run, each one scoped, logged and reviewable. Govern then gives leadership one view of every automation by team and owner.
Caddi vs. PitCrew at a glance
| PitCrew | Caddi | |
|---|---|---|
| Built for | Financial services operations | Back-office operations across professional services |
| Finding what to automate | Experts map it; 30+ prebuilt agents | Discover ranks it from your systems |
| Who builds | PitCrew experts, or your team after training | The person who does the work, by showing it once |
| Getting started | About five days with embedded experts | Free Individual plan; first automation from a screenshare |
| How work runs | Agents on schedule or trigger; a person approves every action | Verified code with scoped AI steps |
| Correctness checks | Formal verification against encoded policy | Deterministic steps; every run logged and reviewable |
| Oversight | Evidence trail per run; Ask Kitt chat over outputs | Every run logged; firm-wide view by team and owner |
| Deployment | Can deploy inside your cloud account | Caddi-hosted |
| Verticals | Financial services | RIAs, law, accounting, insurance, banks, PE |
How they score where it counts
What getting started looks like
- 1Discover finds the workRead-only connections rank the repeated work by estimated hours.
- 2Show it onceThe person who does the task shares their screen; Caddi writes the plan and asks about the edge cases.
- 3It runsVerified code runs it across your tools, with AI on the judgment steps.
- 4Govern oversees itEvery run is logged, and leadership sees every automation by team and owner.
Which fits your situation
Which fits your situation?
Caddi
Discover reads your systems and ranks the repetitive work by estimated hours.
Start with your most repetitive process
Not sure which one that is? Discover will find it. See how Caddi works for RIAs, the Subatomic comparison, or book a demo.
Do more with less
See Caddi in action
Tell us where to reach you and the calendar opens right here. In 30 minutes we'll show you how Caddi automates the back-office work that grows with your clients: built, run, and maintained for you.
Frequently asked questions
Is Caddi an alternative to PitCrew?
Yes. Both automate back- and middle-office operations work for financial firms, such as reconciliation, billing, onboarding and compliance checks. The difference is how you get there. PitCrew embeds its experts with your team for about five days to configure prebuilt agents to your rules, and a person approves every action. Caddi starts by finding the work: Discover ranks your repetitive work by hours from the tools you already use, then the person who does the work builds each automation by showing it once, and Govern shows every run across the firm.
Who builds the automations?
With PitCrew, its experts build and deploy the workflows for you, or it deploys the platform and trains your team to build on it. With Caddi, the person who does the work shares their screen and does the task once; Caddi writes the plan, asks about the cases it did not see, and builds it. There is no vendor project first.
How do the two approaches handle reliability?
PitCrew checks its agents' decisions against your encoded policies with formal verification built on AWS Automated Reasoning, and a person approves every action. Caddi runs the fixed steps of a workflow as verified code, so the same input takes the same path every time, and uses AI only for the judgment steps inside a run, each one scoped, logged and reviewable. Both are designed so a regulated firm can defend what the automation did.
Is PitCrew ever the better choice?
Yes. If you want the vendor's experts to embed with your team and configure everything, if you need policy checks with formal verification, or if you need to deploy inside your own cloud account, PitCrew is built for that. Caddi is the better fit when you want to find the work first, have your own ops team build it without a vendor project, and run it across other parts of the business too.
Does Caddi only work for wealth management?
No. Caddi automates RIA and wealth operations and runs the same platform for law firms, accounting firms, insurance, banks and private equity. PitCrew is built for financial services firms.
Can I try Caddi without a sales call?
Yes. The Individual plan is free and includes Discover and Automate. Govern, the firm-wide view, starts on the Team plan.