Close faster.
Collect sooner.
Caddi automates pre-bill review, invoice generation, AR follow-ups, and payment reconciliation across your billing and finance stack, so realization goes up, collections cycle time goes down, and month-end stops being a fire drill.
You own realization, collections, and the close.
Caddi tightens all three.
The leakage isn't strategy. It's missed time, slow pre-bills, and AR that ages because no one chased it. Caddi automates the mechanical work and gives you a clean, auditable record of every run.
- 01
Realization and collections you can move
Caddi captures time that goes unbilled, accelerates pre-bill turnaround, and chases AR on a schedule, pulling cash forward and lifting realization without leaning on partners to nag.
- 02
A close that doesn't burn a weekend
Reconciliations, invoice generation, and exception lists run unattended. Your team reviews clean output instead of rebuilding spreadsheets every cycle, and the close lands on schedule.
- 03
Auditable, not in someone's spreadsheet
Every figure is traceable to its source run, timestamped and attributable. No rogue macros, no key-person risk: financial workflows you and your auditors can stand behind.
The billing cycle, on autopilot.
Pre-bill assembly & review
Connects to the billing and finance stack you run.
Aderant
Elite 3E
QuickBooks
LawPay
Stripe
Xero
AI for finance, built to your controls.
- 01
Built by your billing team
Your billing manager or controller records a workflow once. No engineers, no IT queue, no ERP project.
- 02
No guesswork on the numbers
Verified code calls your billing and finance systems via API. Deterministic math, not an AI estimate.
- 03
Cash and realization you can measure
Days-to-bill, AR aging, exceptions caught, all reportable to the managing partner and finance committee.
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Inherits your team's permissions
Runs with the access your finance team already has. No new privileged service accounts to govern.
Built to pass your audit and controls review.
Attested controls. An audit trail you can defend.
Every workflow, every input, every output is logged and reviewable. Your controller and auditors can walk through any run end-to-end: who built it, what it touched, and what it produced, all on the record.
No autonomous AI acting on your data.
AI helps build the automation once. What ships and runs every day is deterministic code calling your systems via API, with no model improvising over your records at runtime. LLM calls used during a run execute under enterprise zero-data-retention agreements and are never used for training.
Tighten the billing cycle..
See how finance teams use Caddi to lift realization and pull cash forward, in a 30-minute walkthrough on your own billing workflows.