Every add-on ships with its own back office. Integrate it in weeks.
Add-ons are now more than 70% of buyout deal count, and the synergy case in the memo assumes one back office you do not have. An ERP conversion outlasts the value-creation window, and shared services re-adds the headcount you underwrote away. Caddi automates across the systems as they are: an operator demonstrates the workflow once, and it redeploys at every close after it.
Wired into every system your platform inherited.
A fourth path to integration.
Rip and replace outlasts the hold period. Shared services adds the headcount back. RPA breaks at the next close. Caddi runs the cross-system work between each entity's ERP, AP, payroll, and reporting stack exactly as they are.
- Day-1 integration
Integrate the add-on. Skip the migration.
The acquired company's ERP, CRM, and payroll stay where they are, and Caddi keeps them in step with the platform's from the day after close. Integration stops being gated on a systems project that outlasts the value-creation window.
- Synergy capture
The back-office cost in the model, out in weeks.
Shared services on paper usually means shared-services headcount in practice. Automating the AP, close, and reporting loops takes the cost out without re-adding the people you underwrote away, and it holds at exit in a way a headcount cut does not.
- A playbook that compounds
Deal twelve integrates faster than deal two.
Every workflow an operator builds at one add-on redeploys at the next one. Integration stops being a per-deal project you re-scope and re-quote, and becomes a library the platform owns and reuses at every close.
- Diligence-grade evidence
Savings you can actually attribute.
Every run logs what it touched, at which entity, and how long it took. When the board, the quality-of-earnings team, or a buyer asks where the margin came from, the answer is a record rather than an assertion.
Caddi turns your screenshares into AI automations.
Close to consolidation,
on autopilot.
Add-on Day-1 systems sync
AI for a platform, built to your diligence bar.
- 01
Built by your operators, not a systems integrator
Your operating partner, platform controller, or the add-on's own finance lead demonstrates the workflow once. No six-figure statement of work, no eight-week discovery phase per site.
- 02
No hallucination risk on portfolio financials
Verified code calls each entity's ERP, AP, payroll, and BI tools through their APIs. Nothing in the consolidation or the board pack comes from a model guessing at a number.
- 03
Savings attributable per entity and per workflow
Hours saved, runs executed, exceptions caught, broken out by portfolio company. The evidence a value-creation plan is supposed to produce and usually cannot.
- 04
Inherits your user's permissions at each portco
Caddi runs with the access that entity's own staff already has. No new cross-entity service accounts, no standing privileged credential spanning the portfolio.
Built to your diligence bar.
Attested controls. A run history per entity.
Every workflow, every input, every output is logged and reviewable, broken out by portfolio company. Your platform CFO, your auditor, or a buyer's quality-of-earnings team can walk any run end to end: who triggered it, which entity's data it read, and where the output landed. That record is what turns a synergy claim into a defensible number.
Portfolio financials stay inside your controls.
Caddi's AI builds the automation; verified code runs it. Where a step genuinely needs a model to read an invoice or classify an email, that call runs under enterprise zero-data-retention agreements with our model vendors, so portfolio-company financials are never used for training. Caddi keeps a 30-day audit trail of every prompt, response, and run for review, then it ages off. Every run is scoped to that entity's own user permissions in its ERP, AP, and document systems, so nothing gains standing access across the portfolio.