AI automation software
A back-office expert you train like a new hire.
Screenshare a process. Caddi documents it, builds a hybrid agent, and runs it in the cloud, across the tools you already use.
The product
One continuous loop: discover, teach, govern.
Integrations
See all→
Addepar
AdvicePay
Black Diamond
eMoney
Laserfiche
MoneyGuidePro
Morningstar AdviserLogic
PractifiConnect the tools you already use.
Discovery
Processes
32
Found
Triaging the morning inbox1,204 / moHigh · 91%Build next
1,204messages readMicrosoft Outlook
418envelopes openedDocusign
412matters matchedClio
412files filed to the matterNetDocuments
212remittances posted to payableQuickbooks
6exceptions raised for reviewMicrosoft TeamsReconciling trust payments940 / moHigh · 88%
5 steps
5 stepsOpening a new matter386 / moHigh · 84%
5 steps
5 stepsFind the work worth automating.
Loop Studio
Our morning inbox is a mess. Where would you even start?
Walk me through a typical morning. What lands in there?
Contracts, payments, family mail. We sort it all, then log everything again in NetDocuments.
So every item is handled twice. Caddi can sort and file each one in a single pass, so nothing gets logged twice. Want that as a plan?
Describe the work, however it happens today
Brainstorm with a back-office expert.
Screenshare and explain
InboxLoop Studio
CompletedWhitmore HoldingsMattersEmail triageSharing screen02:14
Tools in this job
1OutlookTriages every email
OutlookTriages every email2DocusignDownloads signed contracts
DocusignDownloads signed contracts3NetDocumentsRenames and files
NetDocumentsRenames and files4SalesforceLogs the matter
SalesforceLogs the matterWhat Caddi asked
What if only one party has signed?
There is already a version filed. Overwrite it?
Stop Recording
Teach Caddi like a new hire.
Automation Plan
Email Triagev1Batch
Anything out of the ordinary is flagged to you, not guessed at.
8,074Actions run
New email in Inbox
Read and classifyContract · Payment · Family
Which kind?
Open the envelope, download→ Contract4,128
Forward to accounts payable→ Payment3,884
Flag priority, file to Family→ From family62
Check both signedOne signature only → flag it
Log the remittanceAgainst the matter it pays
Get a hybrid agent, built for you.
Open Questions & Edge Cases
Waiting on you
1 left
Where does the executed copy get filed?
The matter folder in NetDocuments, under Executed.Rule added
I never saw this one. What if only one party has signed?Pick one
Answer in your own words
It asks what it couldn't see.
Change it in plain English
Caddi
Active
Message…
Update the process with ease.
Run History
Check Logging Process: SharePoint, Excel and SalesforceActive
Edit Loop▶ Run Loop
AutomationInputsRun HistoryDocumentation
36
Total Runs
11
Successful
6
Failed
19
Needs Review
StatusStartedVersionDurationProgressTrigger
SuccessBatchApr 15, 2026v040s6/6Manual
Needs ReviewBatchApr 7, 2026v033s5/6Manual
SuccessBatchApr 2, 2026v031s6/6Manual
Needs ReviewBatchApr 2, 2026v06s0/6Manual
FailedBatchMar 30, 2026v01m 13s5/7Batch
Needs ReviewBatchMar 30, 2026v053s4/6Batch
SuccessBatchMar 20, 2026v038s6/6Manual
Audit every decision.
Scout
Process discovery
34 processes discovered
62% automated across 4 teams.
53%(18)Running
18%(6)In build
21%(7)Available
Live, not yet run39%
TeamCoverageRunningIn buildAvailable
Client Intake10 processes · 12 people70% automated612
Billing9 processes · 8 people67% automated521
Document Mgmt8 processes · 9 people50% automated422
Compliance7 processes · 5 people57% automated312
See the work across every team.
Discover
Teach
Govern
“Caddi is a teachable technology. It watches how you operate, understands it, and gives you a repeatable process.”
Matt MercerCOO, The Planning Center