Caddi vs. PitCrewCaddi finds the work you didn't know about, then your team automates it.
PitCrew sends experts to configure prebuilt agents, with a person approving every action. Caddi finds the work first, your ops team builds it in chat or on a screenshare, and every run is governed.
- 99%of agent runs complete successfully
- ~45 minon average to build your first agent
- 1M+back-office tasks completed
Jason AlafganiUpdated Sep 23, 2026
A catalog helps once you know where the hours go.
The reconciliation everyone mentions isn't always the biggest drain. The re-keying between the CRM, the custodian and the portfolio system rarely makes the list.
Starts from 30+ prebuilt agents, with its experts mapping your rules, fee schedules and approval thresholds in the first days.
Discover connects read-only to your tools and ranks the repetitive work by estimated hours, with the evidence behind each finding.
The exceptions live with your ops team.
Every fee schedule quirk and approval threshold is in someone's head on your team, and it changes more often than anyone plans for.
Its experts embed for about five days to configure the agents, or deploy the platform and train your team to build on it.
The person who does the work describes it in chat or on a screenshare, and changes it in plain English later. No vendor project to schedule first.
Regulated work has to be defensible, run by run.
When an examiner asks what happened on an account, the answer needs to be a record, not a recollection.
Checks agent decisions against your encoded policies with formal verification on AWS Automated Reasoning, and a person approves every action.
Fixed steps run as code, so the same input takes the same path every time, with AI scoped to the judgment steps. Govern keeps every run and step on the record, firm-wide.
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.