Data entry automation

Automate data entry.
Across every system you own.

Caddi reads from forms, PDFs, statements, and email and writes clean records into your CRM, system of record, and spreadsheets, validating each field against your rules. Your team stops rekeying the same data into three tools, and the records come out consistent instead of error-prone.

Trusted by leading firms
The case for automating data entry

Rekeying is expensive.
The errors cost more.

Manual data entry burns your most reliable people on your least valuable work, and a single transposed number can follow a client through their whole file. Automating it recovers the hours and removes the error class entirely.

  • 01

    Hours back, immediately

    The time spent copying values between systems is pure overhead. Caddi absorbs it, so the same headcount handles more volume without working later.

  • 02

    Validated, not just typed

    Caddi checks each field against your rules before it writes. Bad formats and missing values get caught at entry instead of surfacing three steps downstream.

  • 03

    Enter once, land everywhere

    Data captured a single time flows into every system that needs it. No more the CRM and the billing tool quietly holding different versions of the truth.

How it works

Caddi turns your screenshares into AI automations.

Use Cases

The keyboard work, on autopilot.

Caddi learns the repetitive entry your team does between systems every day and turns it into a reliable, auditable automation.
  • 01/ 06Use case

    Form and PDF to system of record

    Caddi reads submitted forms and PDFs, extracts the fields, and writes a clean record into your CRM or system of record, so nobody retypes what the document already contains.

    Typical stack
    • Typeform
    • Salesforce
    • Box
    • Microsoft 365
Workflow library

Real data-entry workflows teams automate with Caddi.

These are live data-entry workflows from the Caddi library. Open one to see the tools it touches and the steps it runs.
View all data entry workflows
Integrations & Apps

Runs across the systems you already type into.

  • Salesforce
  • Microsoft 365
  • Box
  • QuickBooks
  • Smartsheet
  • Clio
See all integrations
Benefits

Capacity recovered, built to your bar.

  • 01

    Built by your operations team

    Your team records the entry workflow once. No engineers, no IT ticket, no waiting on a roadmap.

  • 02

    No hallucination risk on your data

    Verified code writes the records via API. No AI guesswork on a client's numbers.

  • 03

    Capacity you can measure

    Records processed, hours saved, exceptions caught, all reportable to leadership in one dashboard.

  • 04

    Inherits your team's permissions

    Caddi writes with the access your staff already have. No new privileged service accounts to govern.

Security & Controls

Built to pass your risk and IT review.

SOC 2

Attested controls. An audit trail you can defend.

Every workflow, every input, every output is logged and reviewable. Your operations and IT team can walk through any run end-to-end: who built it, what it touched, and what it produced, all on the record.

AI at design time, code at runtime

No autonomous AI acting on your data.

AI helps build the automation once. What ships and runs every day is deterministic code calling your systems via API, with no model improvising over your records at runtime. LLM calls used during a run execute under enterprise zero-data-retention agreements and are never used for training.

Give your team their hours back.

See how teams use Caddi to end manual rekeying, in a 30-minute walkthrough on your own data entry workflow.