Scale throughput.
Without scaling headcount.
Caddi lets your operations team use AI to build their own automations, recording a workflow once instead of writing code, then refine and expand them as the business changes. Start with one painful process, prove it, and iterate your way to a governed automation layer across the whole org.
You own throughput.
Caddi gives you capacity.
Your team is already absorbing growth by working harder and stitching tools together by hand. Caddi makes that capacity scalable, and gives you visibility into work that's happening ungoverned today.
- 01
Capacity without proportional hiring
Volume grows faster than budget for heads. Caddi absorbs the repetitive cross-tool work, so when intake doubles or you take on a new book of business, your ops team scales output, not its org chart.
- 02
See the work that's invisible today
Your people are already building workflows in spreadsheets, macros, and copy-paste rituals you can't see. Caddi pulls that into one platform you control, with a central dashboard and run history for every automation.
- 03
Measurable, not anecdotal
Hours saved per workflow, runs executed, exceptions caught, all reportable to the managing partner, the board, or the executive committee. Operational leverage you can put a number on.
The back office, on autopilot.
Cross-system data entry
Runs across the operations stack you already own.
Salesforce
Microsoft 365
Box
SharePoint
DocuSign
QuickBooks
Operational leverage, built to your bar.
- 01
Built by your operations team
Your ops lead records a workflow once. No engineers, no IT ticket queue, no waiting on a roadmap.
- 02
No hallucination risk on your data
Verified code calls your systems via API. No AI guesswork on records, no surprises in the numbers.
- 03
Capacity you can measure
Hours saved per workflow, runs executed, exceptions caught, all reportable to leadership in one dashboard.
- 04
Inherits your team's permissions
Caddi runs with the access your operators already have. No new privileged service accounts to govern.
Built to pass your risk and IT review.
Attested controls. An audit trail you can defend.
Every workflow, every input, every output is logged and reviewable. Your COO and IT team 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.
Give your operations team leverage..
See how COOs use Caddi to scale throughput without scaling headcount, in a 30-minute walkthrough on your own workflows.