Automate Kofax with Caddi
Built for professional services teams.
Kofax captures and OCRs documents that teams then sort and file by hand. Caddi automates the capture, extraction, and routing around it so paperwork lands where it belongs.
Automating Kofax takes one screenshare.
Show Caddi the Kofax workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
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Record it once
Screen-share the Kofax task the way you already do it.
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Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
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It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Kofax
Why teams automate Kofax
Manual PDF capture and filing after Kofax processing is slow and prone to misfiling. Caddi runs the capture, extract, and route steps for every document.
Loops Caddi runs against Kofax
Capture and route PDFs
Recommended patternCaddi captures scanned PDFs through Kofax, extracts the key fields, and routes them into the DMS.
File to SharePoint
Recommended patternCaddi runs documents through Kofax OCR and files the searchable output to the right SharePoint library.
Prep and archive
Recommended patternCaddi captures documents in Kofax, converts them with Adobe Acrobat, and archives them to the matter.
Where professional services teams use it
Inbound triage
Watch Kofax for new items, classify them, and route the right data to the right downstream system — CRM, matter system, or storage.
Cross-tool data sync
Keep Kofax in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using Kofax alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Kofax update — by email, Slack, or Teams — and capture approvals back into the originating record.
Questions about automating Kofax
Does Caddi have a real Kofax integration?
Yes. Caddi runs verified code against Kofax's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Kofax is reviewed before it runs in production.
Do I need engineering help to automate Kofax with Caddi?
No. You demonstrate the workflow once — clicking through Kofax the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my Kofax data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Kofax with no model in the loop.
Can Caddi connect Kofax to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Kofax, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
Ready to automate Kofax?
Drop your work email and we'll show you Caddi running end-to-end against Kofax and the rest of your stack.