# Caddi | AI Operating System for Wealth and Law Operations

URL: https://www.trycaddi.com

> Caddi is the end-to-end AI agents platform. AI agents find your most repetitive back-office work, automate it across every tool you use, and give leadership firm-wide visibility into every run.

[Your Ops Team never stops getting better](https://www.trycaddi.com/why-caddi)

# AI workforce  
for wealth and law  
operations.

Caddi [Hybrid Agents](https://www.trycaddi.com/product/hybrid-agents) discover and automate the repetitive work across every tool you use, and keep finding more.

[Schedule Demo](https://www.trycaddi.com/schedule-demo)[Sign up free](https://app.trycaddi.com/signup)

SOC 2 Type II150+ integrationsEvery run logged

## Loved by wealth advisories, law firms, and professional services

[Brighton Jones](https://www.brightonjones.com/)[Beveridge & Diamond](https://www.bdlaw.com/)[Ervin Cohen & Jessup](https://www.ecjlaw.com/)[JFS Wealth Advisors](https://jfswa.com/)

[Am Law 100](https://www.trycaddi.com/customers)[Palace](https://www.palacelaw.com/)[Burney Wealth Management](https://burneywealth.com/)

[Our customers →](https://www.trycaddi.com/customers)

Caddi by the numbers

## AI with a return you can prove.

-   Platform2M+actions run by Caddi agents with 99% run success
-   Law12× ROIadditional billable hours captured, over contract value
-   Wealth management30 min → 1time for new account onboarding

[See the results for your industry](https://www.trycaddi.com/by-the-numbers)

On the record

-   [Box BoxWorks Technology Partner](https://boxworks.box.com/series/boxworks-2026/landing_page#sponsor)
-   [InvestmentNews Exclusive research](https://www.investmentnews.com/transformation/large-rias-name-chatgpt-copilot-and-claude-in-job-posts-far-more-than-advisor-ai-tools/268889)
-   [Wealth Management Featured research](https://www.wealthmanagement.com/artificial-intelligence/few-rias-have-named-ai-leaders-caddi-finds)
-   [Artificial Lawyer Featured](https://www.artificiallawyer.com/2026/08/24/legal-ai-works-why-is-the-return-so-hard-to-find/)
-   [AP News Featured](https://www.trycaddi.com/blog/caddi-launch-ap-news)
-   [XY Planning Network Top-6 finalist, 2026](https://www.trycaddi.com/blog/caddi-xypn-advicetech-finalist)
-   [Kitces New AI Agents category](https://www.trycaddi.com/blog/caddi-kitces-advisortech-map)

## An operations engine that keeps finding work, and keeps getting it done.

Most tools deliver a demo or one good month, but Caddi keeps looping from Discover to Automate to Govern, finding more ROI each time.

01Discover

## Get time back for your team with Discover.

Our [AI process mining](https://www.trycaddi.com/platform/process-mining) ranks the work that actually repeats, with the evidence, and sends each finding to the best tool for the job: Caddi, Claude or Copilot.

19,000 hoursof repetitive work discovered per customer

[See Discover](https://www.trycaddi.com/product/discover)

02Automate

## Delegate the work to Caddi agents (or any agents).

Screenshare the job and talk it through, like training an expert new hire. The agent picks up the edge cases and keeps suggesting improvements. That's [agentic automation](https://www.trycaddi.com/platform/agentic-automation) and [AI workflow automation](https://www.trycaddi.com/platform/ai-workflow-automation), built by the people who do the work. Judgment-heavy work can go to Claude or Copilot instead.

~45 minon average to build your first agent

[See Automate](https://www.trycaddi.com/product/automate)

Whitmore · Docusignapp.docusign.com/documents/details

Caddi is sharing your screen**04:12**Stop sharing

**Docusign**_Agreements__Templates__Reports_StartAgreementsInboxSentCompletedAction requiredFoldersWhitmore HoldingsRidgeline_Agreements_**Completed**Download**Asset Purchase Agreement**_Envelope 4f21c8 · completed 09:04_D. Whitmore_Whitmore Holdings_**08:58**A. Serra_Ridgeline Systems_**09:04**

**Caddi**

**Inbox Triage Capture**_Recording. Work through your script._

-   **1**Open your inbox and read down it. Say what tells you which kind each message is._Microsoft Outlook_
-   **2**Open a Docusign notice. Show how you get to the executed copy, and check both signatures._Docusign_
-   **3**File one to the matter. Show the naming, and what happens when a version is already there._NetDocuments_

_12 rules captured so far_Stop Recording

**Loopy**_EARLY ACCESS_\+ New chat

LoopyWhat if only one party has signed?Hold it. Never file a half-signed one.

Built. All 6 held today were waiting on the countersign. Want me to flag those to the matter owner on day two?

03Govern

## Monitor every agent, including Claude and Copilot, through Govern.

Our [AI agent governance](https://www.trycaddi.com/platform/ai-agent-governance) watches every Caddi run, and the skills Caddi hands to Claude and Copilot report each decision and API call back to it, in one firm-wide view. See what should be automated, what already is and where, and what is still done by hand.

99%of Caddi agent runs complete successfully

[See Govern](https://www.trycaddi.com/product/govern)

2,185 today · 1 held

-   Done**Email triage**_411 filed to the matter_NetDocuments · create09:14
-   Done**Matter summaries**_12 drafted for review_Claude · skill09:10
-   Done**Client intake**_38 packets to Salesforce_Salesforce · create09:02
-   Done**Meeting prep**_9 briefs before the 10am_Copilot · agent08:55
-   Held**Email triage**_1 held, one signature only_Docusign · read08:47
-   Done**Payment recon**_940 payments matched_QuickBooks · create08:30

_Same input__same path__flat cost_[Hybrid agents](https://www.trycaddi.com/blog/hybrid-agents): AI where the work needs judgment. Code everywhere it has to be exact.

**Automations by team**_Last 30 days_

-   **Finance**_9 live_312 hrs
-   **Talent**_6 live_214 hrs
-   **IT**_5 live_188 hrs
-   **Marketing**_3 live_96 hrs

150+ integrations

## Caddi will automate work across all your existing tools.

See how:

[Or sign up free](https://app.trycaddi.com/signup)

[Microsoft 365](https://www.trycaddi.com/integrations/microsoft-365)[Notion](https://www.trycaddi.com/integrations/notion)[Intapp](https://www.trycaddi.com/integrations/intapp)[PracticePanther](https://www.trycaddi.com/integrations/practicepanther)

 Fidelity 

[Wealthbox](https://www.trycaddi.com/integrations/wealthbox)[CASEpeer](https://www.trycaddi.com/integrations/casepeer)[LexisNexis InterAction](https://www.trycaddi.com/integrations/interaction)[Autotask](https://www.trycaddi.com/integrations/autotask)[ServiceTitan](https://www.trycaddi.com/integrations/servicetitan)[AgencyBloc](https://www.trycaddi.com/integrations/agencybloc)[Dropbox Sign](https://www.trycaddi.com/integrations/dropbox-sign)[Google Docs](https://www.trycaddi.com/integrations/google-docs)[MailChimp](https://www.trycaddi.com/integrations/mailchimp)[Quickbooks](https://www.trycaddi.com/integrations/quickbooks)[SurveyMonkey](https://www.trycaddi.com/integrations/surveymonkey)[Zoho Books](https://www.trycaddi.com/integrations/zoho-books)[Attio](https://www.trycaddi.com/integrations/attio)[Coupa](https://www.trycaddi.com/integrations/coupa)[LeadDocket](https://www.trycaddi.com/integrations/leaddocket)[Mimecast](https://www.trycaddi.com/integrations/mimecast)[SRFax](https://www.trycaddi.com/integrations/srfax)[Shopify](https://www.trycaddi.com/integrations/shopify)[Juniper Square](https://www.trycaddi.com/integrations/juniper-square)[Vonage](https://www.trycaddi.com/integrations/vonage)[Constant Contact](https://www.trycaddi.com/integrations/constant-contact)[Klaviyo](https://www.trycaddi.com/integrations/klaviyo)[Twilio](https://www.trycaddi.com/integrations/twilio)

[Microsoft 365](https://www.trycaddi.com/integrations/microsoft-365)[Notion](https://www.trycaddi.com/integrations/notion)[Intapp](https://www.trycaddi.com/integrations/intapp)[PracticePanther](https://www.trycaddi.com/integrations/practicepanther)

 Fidelity 

[Wealthbox](https://www.trycaddi.com/integrations/wealthbox)[CASEpeer](https://www.trycaddi.com/integrations/casepeer)[LexisNexis InterAction](https://www.trycaddi.com/integrations/interaction)[Autotask](https://www.trycaddi.com/integrations/autotask)[ServiceTitan](https://www.trycaddi.com/integrations/servicetitan)[AgencyBloc](https://www.trycaddi.com/integrations/agencybloc)[Dropbox Sign](https://www.trycaddi.com/integrations/dropbox-sign)[Google Docs](https://www.trycaddi.com/integrations/google-docs)[MailChimp](https://www.trycaddi.com/integrations/mailchimp)[Quickbooks](https://www.trycaddi.com/integrations/quickbooks)[SurveyMonkey](https://www.trycaddi.com/integrations/surveymonkey)[Zoho Books](https://www.trycaddi.com/integrations/zoho-books)[Attio](https://www.trycaddi.com/integrations/attio)[Coupa](https://www.trycaddi.com/integrations/coupa)[LeadDocket](https://www.trycaddi.com/integrations/leaddocket)[Mimecast](https://www.trycaddi.com/integrations/mimecast)[SRFax](https://www.trycaddi.com/integrations/srfax)[Shopify](https://www.trycaddi.com/integrations/shopify)[Juniper Square](https://www.trycaddi.com/integrations/juniper-square)[Vonage](https://www.trycaddi.com/integrations/vonage)[Constant Contact](https://www.trycaddi.com/integrations/constant-contact)[Klaviyo](https://www.trycaddi.com/integrations/klaviyo)[Twilio](https://www.trycaddi.com/integrations/twilio)

[Microsoft 365](https://www.trycaddi.com/integrations/microsoft-365)[Notion](https://www.trycaddi.com/integrations/notion)[Intapp](https://www.trycaddi.com/integrations/intapp)[PracticePanther](https://www.trycaddi.com/integrations/practicepanther)

 Fidelity 

[Wealthbox](https://www.trycaddi.com/integrations/wealthbox)[CASEpeer](https://www.trycaddi.com/integrations/casepeer)[LexisNexis InterAction](https://www.trycaddi.com/integrations/interaction)[Autotask](https://www.trycaddi.com/integrations/autotask)[ServiceTitan](https://www.trycaddi.com/integrations/servicetitan)[AgencyBloc](https://www.trycaddi.com/integrations/agencybloc)[Dropbox Sign](https://www.trycaddi.com/integrations/dropbox-sign)[Google Docs](https://www.trycaddi.com/integrations/google-docs)[MailChimp](https://www.trycaddi.com/integrations/mailchimp)[Quickbooks](https://www.trycaddi.com/integrations/quickbooks)[SurveyMonkey](https://www.trycaddi.com/integrations/surveymonkey)[Zoho Books](https://www.trycaddi.com/integrations/zoho-books)[Attio](https://www.trycaddi.com/integrations/attio)[Coupa](https://www.trycaddi.com/integrations/coupa)[LeadDocket](https://www.trycaddi.com/integrations/leaddocket)[Mimecast](https://www.trycaddi.com/integrations/mimecast)[SRFax](https://www.trycaddi.com/integrations/srfax)[Shopify](https://www.trycaddi.com/integrations/shopify)[Juniper Square](https://www.trycaddi.com/integrations/juniper-square)[Vonage](https://www.trycaddi.com/integrations/vonage)[Constant Contact](https://www.trycaddi.com/integrations/constant-contact)[Klaviyo](https://www.trycaddi.com/integrations/klaviyo)[Twilio](https://www.trycaddi.com/integrations/twilio)

[Microsoft 365](https://www.trycaddi.com/integrations/microsoft-365)[Notion](https://www.trycaddi.com/integrations/notion)[Intapp](https://www.trycaddi.com/integrations/intapp)[PracticePanther](https://www.trycaddi.com/integrations/practicepanther)

 Fidelity 

[Wealthbox](https://www.trycaddi.com/integrations/wealthbox)[CASEpeer](https://www.trycaddi.com/integrations/casepeer)[LexisNexis InterAction](https://www.trycaddi.com/integrations/interaction)[Autotask](https://www.trycaddi.com/integrations/autotask)[ServiceTitan](https://www.trycaddi.com/integrations/servicetitan)[AgencyBloc](https://www.trycaddi.com/integrations/agencybloc)[Dropbox Sign](https://www.trycaddi.com/integrations/dropbox-sign)[Google Docs](https://www.trycaddi.com/integrations/google-docs)[MailChimp](https://www.trycaddi.com/integrations/mailchimp)[Quickbooks](https://www.trycaddi.com/integrations/quickbooks)[SurveyMonkey](https://www.trycaddi.com/integrations/surveymonkey)[Zoho Books](https://www.trycaddi.com/integrations/zoho-books)[Attio](https://www.trycaddi.com/integrations/attio)[Coupa](https://www.trycaddi.com/integrations/coupa)[LeadDocket](https://www.trycaddi.com/integrations/leaddocket)[Mimecast](https://www.trycaddi.com/integrations/mimecast)[SRFax](https://www.trycaddi.com/integrations/srfax)[Shopify](https://www.trycaddi.com/integrations/shopify)[Juniper Square](https://www.trycaddi.com/integrations/juniper-square)[Vonage](https://www.trycaddi.com/integrations/vonage)[Constant Contact](https://www.trycaddi.com/integrations/constant-contact)[Klaviyo](https://www.trycaddi.com/integrations/klaviyo)[Twilio](https://www.trycaddi.com/integrations/twilio)

[Salesforce](https://www.trycaddi.com/integrations/salesforce)[HubSpot](https://www.trycaddi.com/integrations/hubspot)[Aderant](https://www.trycaddi.com/integrations/aderant)[Ironclad](https://www.trycaddi.com/integrations/ironclad)[eMoney](https://www.trycaddi.com/integrations/emoney)[Redtail CRM](https://www.trycaddi.com/integrations/redtail)[Clio](https://www.trycaddi.com/integrations/clio)[Neos](https://www.trycaddi.com/integrations/neos)[NinjaOne](https://www.trycaddi.com/integrations/ninjaone)[Autodesk Construction Cloud](https://www.trycaddi.com/integrations/autodesk-construction-cloud)[Adobe Acrobat](https://www.trycaddi.com/integrations/adobe-acrobat)[Evernote](https://www.trycaddi.com/integrations/evernote)[Google Drive](https://www.trycaddi.com/integrations/google-drive)[Microsoft OneNote](https://www.trycaddi.com/integrations/microsoft-onenote)[RingCentral](https://www.trycaddi.com/integrations/ringcentral)[Timely](https://www.trycaddi.com/integrations/timely)[Zoho CRM](https://www.trycaddi.com/integrations/zoho-crm)[Affinity](https://www.trycaddi.com/integrations/affinity)[Litera](https://www.trycaddi.com/integrations/litera)[eBillity](https://www.trycaddi.com/integrations/ebillity)[Tenable](https://www.trycaddi.com/integrations/tenable)[eFax](https://www.trycaddi.com/integrations/efax)[HaloITSM](https://www.trycaddi.com/integrations/haloitsm)[Zocks](https://www.trycaddi.com/integrations/zocks)[XLR8](https://www.trycaddi.com/integrations/xlr8)[Datadog](https://www.trycaddi.com/integrations/datadog)[Linear](https://www.trycaddi.com/integrations/linear)[Wave](https://www.trycaddi.com/integrations/wave)

[Salesforce](https://www.trycaddi.com/integrations/salesforce)[HubSpot](https://www.trycaddi.com/integrations/hubspot)[Aderant](https://www.trycaddi.com/integrations/aderant)[Ironclad](https://www.trycaddi.com/integrations/ironclad)[eMoney](https://www.trycaddi.com/integrations/emoney)[Redtail CRM](https://www.trycaddi.com/integrations/redtail)[Clio](https://www.trycaddi.com/integrations/clio)[Neos](https://www.trycaddi.com/integrations/neos)[NinjaOne](https://www.trycaddi.com/integrations/ninjaone)[Autodesk Construction Cloud](https://www.trycaddi.com/integrations/autodesk-construction-cloud)[Adobe Acrobat](https://www.trycaddi.com/integrations/adobe-acrobat)[Evernote](https://www.trycaddi.com/integrations/evernote)[Google Drive](https://www.trycaddi.com/integrations/google-drive)[Microsoft OneNote](https://www.trycaddi.com/integrations/microsoft-onenote)[RingCentral](https://www.trycaddi.com/integrations/ringcentral)[Timely](https://www.trycaddi.com/integrations/timely)[Zoho CRM](https://www.trycaddi.com/integrations/zoho-crm)[Affinity](https://www.trycaddi.com/integrations/affinity)[Litera](https://www.trycaddi.com/integrations/litera)[eBillity](https://www.trycaddi.com/integrations/ebillity)[Tenable](https://www.trycaddi.com/integrations/tenable)[eFax](https://www.trycaddi.com/integrations/efax)[HaloITSM](https://www.trycaddi.com/integrations/haloitsm)[Zocks](https://www.trycaddi.com/integrations/zocks)[XLR8](https://www.trycaddi.com/integrations/xlr8)[Datadog](https://www.trycaddi.com/integrations/datadog)[Linear](https://www.trycaddi.com/integrations/linear)[Wave](https://www.trycaddi.com/integrations/wave)

[Salesforce](https://www.trycaddi.com/integrations/salesforce)[HubSpot](https://www.trycaddi.com/integrations/hubspot)[Aderant](https://www.trycaddi.com/integrations/aderant)[Ironclad](https://www.trycaddi.com/integrations/ironclad)[eMoney](https://www.trycaddi.com/integrations/emoney)[Redtail CRM](https://www.trycaddi.com/integrations/redtail)[Clio](https://www.trycaddi.com/integrations/clio)[Neos](https://www.trycaddi.com/integrations/neos)[NinjaOne](https://www.trycaddi.com/integrations/ninjaone)[Autodesk Construction Cloud](https://www.trycaddi.com/integrations/autodesk-construction-cloud)[Adobe Acrobat](https://www.trycaddi.com/integrations/adobe-acrobat)[Evernote](https://www.trycaddi.com/integrations/evernote)[Google Drive](https://www.trycaddi.com/integrations/google-drive)[Microsoft OneNote](https://www.trycaddi.com/integrations/microsoft-onenote)[RingCentral](https://www.trycaddi.com/integrations/ringcentral)[Timely](https://www.trycaddi.com/integrations/timely)[Zoho CRM](https://www.trycaddi.com/integrations/zoho-crm)[Affinity](https://www.trycaddi.com/integrations/affinity)[Litera](https://www.trycaddi.com/integrations/litera)[eBillity](https://www.trycaddi.com/integrations/ebillity)[Tenable](https://www.trycaddi.com/integrations/tenable)[eFax](https://www.trycaddi.com/integrations/efax)[HaloITSM](https://www.trycaddi.com/integrations/haloitsm)[Zocks](https://www.trycaddi.com/integrations/zocks)[XLR8](https://www.trycaddi.com/integrations/xlr8)[Datadog](https://www.trycaddi.com/integrations/datadog)[Linear](https://www.trycaddi.com/integrations/linear)[Wave](https://www.trycaddi.com/integrations/wave)

[Salesforce](https://www.trycaddi.com/integrations/salesforce)[HubSpot](https://www.trycaddi.com/integrations/hubspot)[Aderant](https://www.trycaddi.com/integrations/aderant)[Ironclad](https://www.trycaddi.com/integrations/ironclad)[eMoney](https://www.trycaddi.com/integrations/emoney)[Redtail CRM](https://www.trycaddi.com/integrations/redtail)[Clio](https://www.trycaddi.com/integrations/clio)[Neos](https://www.trycaddi.com/integrations/neos)[NinjaOne](https://www.trycaddi.com/integrations/ninjaone)[Autodesk Construction Cloud](https://www.trycaddi.com/integrations/autodesk-construction-cloud)[Adobe Acrobat](https://www.trycaddi.com/integrations/adobe-acrobat)[Evernote](https://www.trycaddi.com/integrations/evernote)[Google Drive](https://www.trycaddi.com/integrations/google-drive)[Microsoft OneNote](https://www.trycaddi.com/integrations/microsoft-onenote)[RingCentral](https://www.trycaddi.com/integrations/ringcentral)[Timely](https://www.trycaddi.com/integrations/timely)[Zoho CRM](https://www.trycaddi.com/integrations/zoho-crm)[Affinity](https://www.trycaddi.com/integrations/affinity)[Litera](https://www.trycaddi.com/integrations/litera)[eBillity](https://www.trycaddi.com/integrations/ebillity)[Tenable](https://www.trycaddi.com/integrations/tenable)[eFax](https://www.trycaddi.com/integrations/efax)[HaloITSM](https://www.trycaddi.com/integrations/haloitsm)[Zocks](https://www.trycaddi.com/integrations/zocks)[XLR8](https://www.trycaddi.com/integrations/xlr8)[Datadog](https://www.trycaddi.com/integrations/datadog)[Linear](https://www.trycaddi.com/integrations/linear)[Wave](https://www.trycaddi.com/integrations/wave)

 Google Workspace 

[Zoom](https://www.trycaddi.com/integrations/zoom)[Elite 3E](https://www.trycaddi.com/integrations/elite-3e)[Tamarac](https://www.trycaddi.com/integrations/tamarac)[Practifi](https://www.trycaddi.com/integrations/practifi)[Salentica](https://www.trycaddi.com/integrations/salentica)[LawPay](https://www.trycaddi.com/integrations/lawpay)[Rocket Matter](https://www.trycaddi.com/integrations/rocket-matter)[ServiceNow](https://www.trycaddi.com/integrations/servicenow)[Bluebeam](https://www.trycaddi.com/integrations/bluebeam)[Adobe Sign](https://www.trycaddi.com/integrations/adobe-sign)[Expensify](https://www.trycaddi.com/integrations/expensify)[Google Meet](https://www.trycaddi.com/integrations/google-meet)[Microsoft Outlook](https://www.trycaddi.com/integrations/microsoft-outlook)[ShareFile](https://www.trycaddi.com/integrations/sharefile)[Toggl](https://www.trycaddi.com/integrations/toggl)[Nitrogen](https://www.trycaddi.com/integrations/nitrogen)[Ramp](https://www.trycaddi.com/integrations/ramp)[MyCase](https://www.trycaddi.com/integrations/mycase)[SimpleLegal](https://www.trycaddi.com/integrations/simplelegal)[Znuny](https://www.trycaddi.com/integrations/znuny)[PandaDoc](https://www.trycaddi.com/integrations/pandadoc)[Procore](https://www.trycaddi.com/integrations/procore)[8x8](https://www.trycaddi.com/integrations/8x8)[Zinnia SmartOffice](https://www.trycaddi.com/integrations/smartoffice)[GitHub](https://www.trycaddi.com/integrations/github)[Oracle EDM](https://www.trycaddi.com/integrations/oracle-edm)[WooCommerce](https://www.trycaddi.com/integrations/woocommerce)

 Google Workspace 

[Zoom](https://www.trycaddi.com/integrations/zoom)[Elite 3E](https://www.trycaddi.com/integrations/elite-3e)[Tamarac](https://www.trycaddi.com/integrations/tamarac)[Practifi](https://www.trycaddi.com/integrations/practifi)[Salentica](https://www.trycaddi.com/integrations/salentica)[LawPay](https://www.trycaddi.com/integrations/lawpay)[Rocket Matter](https://www.trycaddi.com/integrations/rocket-matter)[ServiceNow](https://www.trycaddi.com/integrations/servicenow)[Bluebeam](https://www.trycaddi.com/integrations/bluebeam)[Adobe Sign](https://www.trycaddi.com/integrations/adobe-sign)[Expensify](https://www.trycaddi.com/integrations/expensify)[Google Meet](https://www.trycaddi.com/integrations/google-meet)[Microsoft Outlook](https://www.trycaddi.com/integrations/microsoft-outlook)[ShareFile](https://www.trycaddi.com/integrations/sharefile)[Toggl](https://www.trycaddi.com/integrations/toggl)[Nitrogen](https://www.trycaddi.com/integrations/nitrogen)[Ramp](https://www.trycaddi.com/integrations/ramp)[MyCase](https://www.trycaddi.com/integrations/mycase)[SimpleLegal](https://www.trycaddi.com/integrations/simplelegal)[Znuny](https://www.trycaddi.com/integrations/znuny)[PandaDoc](https://www.trycaddi.com/integrations/pandadoc)[Procore](https://www.trycaddi.com/integrations/procore)[8x8](https://www.trycaddi.com/integrations/8x8)[Zinnia SmartOffice](https://www.trycaddi.com/integrations/smartoffice)[GitHub](https://www.trycaddi.com/integrations/github)[Oracle EDM](https://www.trycaddi.com/integrations/oracle-edm)[WooCommerce](https://www.trycaddi.com/integrations/woocommerce)

 Google Workspace 

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 Google Workspace 

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[Box](https://www.trycaddi.com/integrations/box)[iManage](https://www.trycaddi.com/integrations/imanage)[Filevine](https://www.trycaddi.com/integrations/filevine)[Black Diamond](https://www.trycaddi.com/integrations/black-diamond)[Laserfiche](https://www.trycaddi.com/integrations/laserfiche)[AdvisorEngine CRM](https://www.trycaddi.com/integrations/advisorengine)[Smokeball](https://www.trycaddi.com/integrations/smokeball)[TimeSolv](https://www.trycaddi.com/integrations/timesolv)[Pax8](https://www.trycaddi.com/integrations/pax8)[HawkSoft](https://www.trycaddi.com/integrations/hawksoft)[Asana](https://www.trycaddi.com/integrations/asana)[Gmail](https://www.trycaddi.com/integrations/gmail)[Gusto](https://www.trycaddi.com/integrations/gusto)[Monday](https://www.trycaddi.com/integrations/monday)[Smartsheet](https://www.trycaddi.com/integrations/smartsheet)[Typeform](https://www.trycaddi.com/integrations/typeform)[PreciseFP](https://www.trycaddi.com/integrations/precisefp)[NetSuite](https://www.trycaddi.com/integrations/netsuite)[OpenText eDOCS](https://www.trycaddi.com/integrations/opentext-edocs)[Jasper AI](https://www.trycaddi.com/integrations/jasper)[Dialpad](https://www.trycaddi.com/integrations/dialpad)[Todoist](https://www.trycaddi.com/integrations/todoist)[Chronograph](https://www.trycaddi.com/integrations/chronograph)[Five9](https://www.trycaddi.com/integrations/five9)[ClickUp](https://www.trycaddi.com/integrations/clickup)[Jotform](https://www.trycaddi.com/integrations/jotform)[PagerDuty](https://www.trycaddi.com/integrations/pagerduty)[Snowflake](https://www.trycaddi.com/integrations/snowflake)

[Box](https://www.trycaddi.com/integrations/box)[iManage](https://www.trycaddi.com/integrations/imanage)[Filevine](https://www.trycaddi.com/integrations/filevine)[Black Diamond](https://www.trycaddi.com/integrations/black-diamond)[Laserfiche](https://www.trycaddi.com/integrations/laserfiche)[AdvisorEngine CRM](https://www.trycaddi.com/integrations/advisorengine)[Smokeball](https://www.trycaddi.com/integrations/smokeball)[TimeSolv](https://www.trycaddi.com/integrations/timesolv)[Pax8](https://www.trycaddi.com/integrations/pax8)[HawkSoft](https://www.trycaddi.com/integrations/hawksoft)[Asana](https://www.trycaddi.com/integrations/asana)[Gmail](https://www.trycaddi.com/integrations/gmail)[Gusto](https://www.trycaddi.com/integrations/gusto)[Monday](https://www.trycaddi.com/integrations/monday)[Smartsheet](https://www.trycaddi.com/integrations/smartsheet)[Typeform](https://www.trycaddi.com/integrations/typeform)[PreciseFP](https://www.trycaddi.com/integrations/precisefp)[NetSuite](https://www.trycaddi.com/integrations/netsuite)[OpenText eDOCS](https://www.trycaddi.com/integrations/opentext-edocs)[Jasper AI](https://www.trycaddi.com/integrations/jasper)[Dialpad](https://www.trycaddi.com/integrations/dialpad)[Todoist](https://www.trycaddi.com/integrations/todoist)[Chronograph](https://www.trycaddi.com/integrations/chronograph)[Five9](https://www.trycaddi.com/integrations/five9)[ClickUp](https://www.trycaddi.com/integrations/clickup)[Jotform](https://www.trycaddi.com/integrations/jotform)[PagerDuty](https://www.trycaddi.com/integrations/pagerduty)[Snowflake](https://www.trycaddi.com/integrations/snowflake)

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[Box](https://www.trycaddi.com/integrations/box)[iManage](https://www.trycaddi.com/integrations/imanage)[Filevine](https://www.trycaddi.com/integrations/filevine)[Black Diamond](https://www.trycaddi.com/integrations/black-diamond)[Laserfiche](https://www.trycaddi.com/integrations/laserfiche)[AdvisorEngine CRM](https://www.trycaddi.com/integrations/advisorengine)[Smokeball](https://www.trycaddi.com/integrations/smokeball)[TimeSolv](https://www.trycaddi.com/integrations/timesolv)[Pax8](https://www.trycaddi.com/integrations/pax8)[HawkSoft](https://www.trycaddi.com/integrations/hawksoft)[Asana](https://www.trycaddi.com/integrations/asana)[Gmail](https://www.trycaddi.com/integrations/gmail)[Gusto](https://www.trycaddi.com/integrations/gusto)[Monday](https://www.trycaddi.com/integrations/monday)[Smartsheet](https://www.trycaddi.com/integrations/smartsheet)[Typeform](https://www.trycaddi.com/integrations/typeform)[PreciseFP](https://www.trycaddi.com/integrations/precisefp)[NetSuite](https://www.trycaddi.com/integrations/netsuite)[OpenText eDOCS](https://www.trycaddi.com/integrations/opentext-edocs)[Jasper AI](https://www.trycaddi.com/integrations/jasper)[Dialpad](https://www.trycaddi.com/integrations/dialpad)[Todoist](https://www.trycaddi.com/integrations/todoist)[Chronograph](https://www.trycaddi.com/integrations/chronograph)[Five9](https://www.trycaddi.com/integrations/five9)[ClickUp](https://www.trycaddi.com/integrations/clickup)[Jotform](https://www.trycaddi.com/integrations/jotform)[PagerDuty](https://www.trycaddi.com/integrations/pagerduty)[Snowflake](https://www.trycaddi.com/integrations/snowflake)

[Slack](https://www.trycaddi.com/integrations/slack)[NetDocuments](https://www.trycaddi.com/integrations/netdocuments)[Litify](https://www.trycaddi.com/integrations/litify)

 Schwab 

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[Slack](https://www.trycaddi.com/integrations/slack)[NetDocuments](https://www.trycaddi.com/integrations/netdocuments)[Litify](https://www.trycaddi.com/integrations/litify)

 Schwab 

[MoneyGuidePro](https://www.trycaddi.com/integrations/moneyguidepro)[Bill4Time](https://www.trycaddi.com/integrations/bill4time)[Actionstep](https://www.trycaddi.com/integrations/actionstep)[ConnectWise](https://www.trycaddi.com/integrations/connectwise)[IT Glue](https://www.trycaddi.com/integrations/it-glue)[NowCerts](https://www.trycaddi.com/integrations/nowcerts)[Calendly](https://www.trycaddi.com/integrations/calendly)[Google Calendar](https://www.trycaddi.com/integrations/google-calendar)[Jira](https://www.trycaddi.com/integrations/jira)[OneDrive](https://www.trycaddi.com/integrations/onedrive)[Stripe](https://www.trycaddi.com/integrations/stripe)[Zendesk](https://www.trycaddi.com/integrations/zendesk)[Egnyte](https://www.trycaddi.com/integrations/egnyte)[Acumatica](https://www.trycaddi.com/integrations/acumatica)[Everlaw](https://www.trycaddi.com/integrations/everlaw)[Kofax](https://www.trycaddi.com/integrations/kofax)[Intermedia](https://www.trycaddi.com/integrations/intermedia)[Fireflies](https://www.trycaddi.com/integrations/fireflies)[Allvue](https://www.trycaddi.com/integrations/allvue)[GoTo Meeting](https://www.trycaddi.com/integrations/goto-meeting)[Conga](https://www.trycaddi.com/integrations/conga)[Jump](https://www.trycaddi.com/integrations/jump)[Square](https://www.trycaddi.com/integrations/square)

[Slack](https://www.trycaddi.com/integrations/slack)[NetDocuments](https://www.trycaddi.com/integrations/netdocuments)[Litify](https://www.trycaddi.com/integrations/litify)

 Schwab 

[MoneyGuidePro](https://www.trycaddi.com/integrations/moneyguidepro)[Bill4Time](https://www.trycaddi.com/integrations/bill4time)[Actionstep](https://www.trycaddi.com/integrations/actionstep)[ConnectWise](https://www.trycaddi.com/integrations/connectwise)[IT Glue](https://www.trycaddi.com/integrations/it-glue)[NowCerts](https://www.trycaddi.com/integrations/nowcerts)[Calendly](https://www.trycaddi.com/integrations/calendly)[Google Calendar](https://www.trycaddi.com/integrations/google-calendar)[Jira](https://www.trycaddi.com/integrations/jira)[OneDrive](https://www.trycaddi.com/integrations/onedrive)[Stripe](https://www.trycaddi.com/integrations/stripe)[Zendesk](https://www.trycaddi.com/integrations/zendesk)[Egnyte](https://www.trycaddi.com/integrations/egnyte)[Acumatica](https://www.trycaddi.com/integrations/acumatica)[Everlaw](https://www.trycaddi.com/integrations/everlaw)[Kofax](https://www.trycaddi.com/integrations/kofax)[Intermedia](https://www.trycaddi.com/integrations/intermedia)[Fireflies](https://www.trycaddi.com/integrations/fireflies)[Allvue](https://www.trycaddi.com/integrations/allvue)[GoTo Meeting](https://www.trycaddi.com/integrations/goto-meeting)[Conga](https://www.trycaddi.com/integrations/conga)[Jump](https://www.trycaddi.com/integrations/jump)[Square](https://www.trycaddi.com/integrations/square)

[Slack](https://www.trycaddi.com/integrations/slack)[NetDocuments](https://www.trycaddi.com/integrations/netdocuments)[Litify](https://www.trycaddi.com/integrations/litify)

 Schwab 

[MoneyGuidePro](https://www.trycaddi.com/integrations/moneyguidepro)[Bill4Time](https://www.trycaddi.com/integrations/bill4time)[Actionstep](https://www.trycaddi.com/integrations/actionstep)[ConnectWise](https://www.trycaddi.com/integrations/connectwise)[IT Glue](https://www.trycaddi.com/integrations/it-glue)[NowCerts](https://www.trycaddi.com/integrations/nowcerts)[Calendly](https://www.trycaddi.com/integrations/calendly)[Google Calendar](https://www.trycaddi.com/integrations/google-calendar)[Jira](https://www.trycaddi.com/integrations/jira)[OneDrive](https://www.trycaddi.com/integrations/onedrive)[Stripe](https://www.trycaddi.com/integrations/stripe)[Zendesk](https://www.trycaddi.com/integrations/zendesk)[Egnyte](https://www.trycaddi.com/integrations/egnyte)[Acumatica](https://www.trycaddi.com/integrations/acumatica)[Everlaw](https://www.trycaddi.com/integrations/everlaw)[Kofax](https://www.trycaddi.com/integrations/kofax)[Intermedia](https://www.trycaddi.com/integrations/intermedia)[Fireflies](https://www.trycaddi.com/integrations/fireflies)[Allvue](https://www.trycaddi.com/integrations/allvue)[GoTo Meeting](https://www.trycaddi.com/integrations/goto-meeting)[Conga](https://www.trycaddi.com/integrations/conga)[Jump](https://www.trycaddi.com/integrations/jump)[Square](https://www.trycaddi.com/integrations/square)

[See all →](https://www.trycaddi.com/integrations)

Why Caddi

## Built for production, not the demo.

A general-purpose agent needs prompts and guardrails you maintain forever. Caddi builds [hybrid agents](https://www.trycaddi.com/blog/hybrid-agents): code runs the work, AI only where it needs judgment.

_Reliability__Maintenance__Cost_

**Reliability**

Deterministic code runs the work, AI only where it needs judgment. 99% of agent runs succeed.

Not an agent re-deciding every step, then drifting by Friday.

**Maintenance**

It flags what drifted after a run and proposes the fix. You approve it.

Not improvising mid-run, with nobody able to say why the output changed.

**Cost**

One predictable price. No token meter running behind the work.

Not $10k a month of tokens on agents that break by Q2.

[Why Caddi](https://www.trycaddi.com/why-caddi)

Trust and security

## SOC 2 Type II compliant. Built so your security team can say yes.

For a regulated firm this is not a feature alongside the automation. It is the precondition for deploying any of it.

Top 5 security FAQs

**Is our data used to train models?**

The contents of your connected systems are never used to train models. OpenAI and Anthropic calls run under zero-retention terms, and accounts under a Data Processing Addendum exclude their content from model development entirely.

**What can an agent actually reach?**

One scope per system, under the access the person already had. No standing admin.

**Can it decide something on its own?**

No. Code runs the work, and changing a process takes a human approval.

**Can we prove what it did?**

Every run replays decision by decision, with the permission each one used.

**How fast can we stop it?**

Pause a loop or pull its connection. It stops mid-queue, not at the end.

SOC 2 Type IICASA AL1 (Google Workspace)Scoped permissionsReplayable run recordsYour data stays yours

[Trust Center](https://trust.trycaddi.com/)

[AICPA SOC 2 Type II](https://trust.trycaddi.com/)

Compared

## How is Caddi different?

How is Caddi different from Claude or Copilot?

Caddi makes them better. Discover finds the work worth automating and sends each finding to the best tool for the job: Caddi for high-volume, high-accuracy work, where deterministic code runs every fixed step so the same input takes the same path at about a tenth of the run cost, or Claude or Copilot (as a skill or agent) for the judgment work in a person's day. Govern then monitors every Caddi run, and the skills Caddi hands to Claude and Copilot report each decision and API call back to it, so leadership sees what is automated, where, and what is still done by hand.

[Caddi vs. Claude →](https://www.trycaddi.com/compare/caddi-vs-claude)

How is Caddi different from Zapier or Power Automate?

Zapier and Power Automate start from a blank canvas: you have to know what to automate and wire every step yourself. Caddi starts with Discover, which finds the repetitive work in your tools, and then anyone on the team can automate it by showing it on a screenshare or describing it in chat, with no flow builder. After that, Caddi governs and monitors every run, so a broken automation is flagged and fixed instead of failing quietly for weeks.

[Caddi vs. Zapier →](https://www.trycaddi.com/compare/caddi-vs-zapier)

How is Caddi different from UiPath and traditional RPA?

RPA is built and maintained by IT or a developer, and a script breaks when a screen changes. In Caddi the person who does the work builds the automation, and when something drifts Caddi flags it after the run and proposes the fix for you to approve.

[Caddi vs. UiPath →](https://www.trycaddi.com/compare/caddi-vs-uipath)

How is Caddi different from other AI agent platforms?

In a network of agents, each agent keeps its own memory of what it has seen, and together they form sharded knowledge bases spread across the network. That burns tokens on every handoff and slowly pulls data out of your firm's systems. Caddi is plumbing: each agent owns one process and moves data between the sources of truth you already own, so the same input takes the same path every time and every run can be replayed.

[Caddi vs. Akai →](https://www.trycaddi.com/compare/caddi-vs-akai)

How is Caddi different from process mining tools like Celonis?

Process mining reads event logs and tickets, so it only sees work that is already tracked. Caddi's discovery is agentic: it starts from hypotheses grounded in deep industry expertise, then validates them in your tools. That finds the unknown work too, in the context of your industry and the process underneath it. Then Caddi automates what it finds and governs every run, in one product.

[Caddi vs. Celonis →](https://www.trycaddi.com/compare/caddi-vs-celonis)

What happens when the work changes?

It always does. Tell Caddi what changed in plain English, or share your screen for the new step. Caddi updates the plan and you approve the new version before it runs.

[See every comparison →](https://www.trycaddi.com/compare)

---

## About Caddi

Caddi is the operations AI platform for professional services: law firms, RIAs, accounting firms, private equity, and insurance carriers. It automates client intake, email triage, and doc management across the tools teams already use, through Automation by Demonstration. No coding required.

- Site index for AI agents: https://www.trycaddi.com/llms.txt
- Pricing: https://www.trycaddi.com/pricing
- Book a demo: https://www.trycaddi.com/schedule-demo