Report generation automation

Automate report generation.
Built and sent on schedule.

Caddi pulls the figures from your systems, assembles the deliverable in your format, and distributes it on schedule. The weekly status report, the client review packet, and the monthly board pack stop being a person's Friday afternoon and start showing up reliably, the same way every time.

Trusted by leading firms
The case for automating reporting

Reports are recurring work.
Treat them that way.

Recurring reports eat senior time and still arrive late or inconsistent, because they are rebuilt by hand every cycle. Automating them frees your people for the analysis and makes the deliverable dependable.

  • 01

    Senior time back

    Assembling a report is mechanical work often done by expensive people. Caddi handles the assembly so your team spends its hours on what the numbers mean.

  • 02

    On time, every cycle

    Reports build and send on a schedule instead of when someone gets to them. The weekly and monthly deliverables stop slipping.

  • 03

    Consistent and traceable

    Same sources, same format, every cycle, with each figure traceable to where it came from. No more reconciling two versions of the same report.

How it works

Caddi turns your screenshares into AI automations.

Use Cases

The recurring deliverables, on autopilot.

Caddi learns how your team builds its recurring reports and turns them into a reliable, auditable automation across your systems.
  • 01/ 06Use case

    Recurring status and ops reports

    Caddi pulls the period's figures from your systems, drops them into your template, and distributes the report on schedule, so the weekly update builds itself.

    Typical stack
    • Salesforce
    • Microsoft 365
    • Smartsheet
    • Slack
Workflow library

Real reporting workflows teams automate with Caddi.

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

Runs across the systems your reports pull from.

  • Salesforce
  • Microsoft 365
  • QuickBooks
  • Smartsheet
  • Addepar
  • SharePoint
See all integrations
Benefits

Dependable deliverables, built to your bar.

  • 01

    Built by your team

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

  • 02

    No hallucination risk on the figures

    Verified code pulls and assembles via API. No AI inventing numbers in your reports.

  • 03

    Output you can measure

    Reports generated, on-time rate, hours saved, all reportable to leadership in one dashboard.

  • 04

    Inherits your team's permissions

    Caddi reads 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.

Get your Friday afternoons back.

See how teams use Caddi to build and send recurring reports automatically, in a 30-minute walkthrough on your own reporting workflow.