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Demonstrate. Automate. Done.
Show Caddi how you work once — our AI handles the rest.
Trusted Users
How it Works
Automation as easy as a Zoom call
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Record your screen
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Explain as you go
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Try your automation
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Use Cases
If you can record it, we can automate it
Caddi adapts to any process in your firm, building custom automations that work the way you do.
Client Onboarding
Caddi transforms client onboarding by eliminating repetitive steps, saving time and ensuring a smooth, error-free process. With AI-powered automation, your team can spend less time on admin and more time focusing on your clients.
Email Management
Caddi streamlines email workflows by automating attachment storage, notifying the right team members, and handling automatic responses. No more letting client emails sit unanswered—Caddi ensures every important message gets the attention it deserves.
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Document Organization
Managing documents is tedious and error-prone. Caddi automates saving, renaming, categorization, and retrieval, ensuring your team always has the right file—without the hassle.
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Data Entry
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Billing & Invoicing
Caddi simplifies billing by automating invoice creation, tracking payments, and sending reminders—ensuring nothing falls through the cracks.
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Integrations & Apps
Every connection you need. In one place.
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Benefits
All the power of AI—without the risks.
Personalized Automations
No tech skills needed, no more waiting for IT.
No Hallucination Risk
Verified code connects to your cloud tools via API—no AI guesswork.
Time & Cost Savings
Track every hour saved with detailed usage insights.
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Works Where You Work
Run automations from email, Slack, Teams, or wherever you already work.
Privacy Compliance
Generate code with uncompromising security for client data.
Caddi adapts to any process in your firm, building custom automations that work the way you do.
Security
Enterprise-ready security for confidential client data
Built for Security & Compliance
Security isn’t just a feature—it’s our foundation. With a SOC 2 attestation, we’ve proven that our controls meet the highest industry standards for protecting your data.
AI That Never Touches Your Data
Our AI watches, learns, and builds—without touching your client data. Once created, automations run exactly as designed, with no AI involved in execution, ensuring consistency and privacy.