SolutionsData entry
Automate data entry. Across every system you own.
Caddi reads forms, PDFs, statements, and email and writes validated records into your CRM, system of record, and spreadsheets.
- 99%of agent runs complete successfully
- ~45 minon average to build your first agent
- 1M+back-office tasks completed
Caddi keyed every statementEvery custodian statement, keyed into Salesforce
3 of 4 statements keyed1 for a person
Firms running Caddi
01Rekeying
The same value, typed into three tools.
A statement arrives as a PDF, and someone copies its figures into the CRM, the spreadsheet, and the billing system, one field at a time.
Where it lives today
- Statement PDF
- Scanned form
- Client email
- Tracking spreadsheet
02The run
Read once, checked, written everywhere.
Caddi checks each field against your rules before it writes, so a bad format stops at entry instead of surfacing three steps downstream.
Caddi run
- Statement arrivesOutlook
- Fields read and validatedMicrosoft 365
- Client record updatedSalesforce
- Billing system updatedTamarac
Mismatches held for a person
03Result
Clean records, with the odd one held back.
Values that agree get written. The one that disagrees with what you already hold waits for a person instead of landing in the record.
- Account
- ••••4471
- Custodian
- Schwab
- Market value
- $2,418,650.12
- Statement date
- Sep 30, 2026
- Beneficiary
- For reviewDiffers from CRM, held for review
From firms running Caddi
“It's extracting correctly. I tested with an existing record, and Caddi did not make any modifications, which is good.”
“There's a ton of this and it's not just my role. There's a bunch of different roles where people just have to export massive amounts of data on a quarterly basis, and it's mindless work.”
Data entry workflows teams run on Caddi
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See how teams use Caddi to end manual rekeying, in a 30-minute walkthrough on your own data entry workflow.
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