Integrations
Explore powerful connections with Caddi
Trusted Users
Every firm is different.
That's why Caddi learns from you.
Client Intake
Caddi transforms client intake by eliminating repetitive steps, saving time and ensuring a smooth, error-free process. With AI-powered automation, your team can spend less time on admin and more time focusing on your clients.
Client Onboarding
Caddi transforms client onboarding by eliminating repetitive steps, saving time and ensuring a smooth, error-free process.
Integrations & Apps
Every connection you need. In one place.
Benefits
All the power of AI—without the risks.
Personalized Automations
No tech skills needed, no more waiting for IT.
No Hallucination Risk
Verified code connects to your cloud tools via API—no AI guesswork.
Time & Cost Savings
Track every hour saved with detailed usage insights.
Works Where You Work
Run automations from email, Slack, Teams, or wherever you already work.
Privacy Compliance
Generate code with uncompromising security for client data.
Caddi adapts to any process in your firm, building custom automations that work the way you do.
Security
Enterprise-ready security for confidential client data
Built for Security & Compliance
Security isn't just a feature—it's our foundation. With a SOC 2 attestation, we've proven that our controls meet the highest industry standards for protecting your data.
AI That Never Touches Your Data
Our AI watches, learns, and builds—without touching your client data. Once created, automations run exactly as designed, with no AI involved in execution, ensuring consistency and privacy.