Demonstrate. Automate. Done.
Show Caddi how you work once — our AI handles the rest.
Trusted Users
How it Works
Meet Caddi,
Your New Hire
01
Record your screen
02
Explain as you go
03
Try your automation
1
Connect your tools
Caddi works with 70+ apps—just like giving a new hire access to their tools.
2
Show how you work
Guide Caddi through a process once—it learns by following your steps.
3
Let Caddi take it from there
Message Caddi in Email, Slack, or Teams—just like a colleague.
Use Cases
Automation tailored to your firm
Caddi adapts to any process in your firm, building custom automations that work the way you do.
Client Intake
Caddi transforms client intake 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.
Client Onboarding
Caddi transforms client onboarding by eliminating repetitive steps, saving time and ensuring a smooth, error-free process.
Free Your Team from Non-Billable Chaos
Caddi handles the busywork—so your team can
focus on billable work.
See how →focus on billable work.
Every firm is different.
That's why Caddi learns from you.
Benefits
All the power of AI—without the risks.
No Tech Skills Needed
If you can show Caddi how a task is done, it can automate it—no learning curve, no waiting for IT.
Save Time & Cut Costs
Automate busywork so your team can focus on revenue—not admin.
Reliable by Design
Deterministic automations mean no surprises—just consistent execution.
Standardize with Ease
Caddi builds automations tailored to you—and lets you share them across your firm.
Security + Privacy
Enterprise-ready security for confidential client data
Caddi adapts to any process in your firm, building custom automations that work the way you do.
AI Generates Code, Not Decisions
Caddi uses AI only during setup to understand and replicate your processes as deterministic code. Once deployed, your automations use no AI-based code—just predictable automation.
No AI Touching Your Client Data
Unlike other solutions, Caddi's AI never processes your sensitive information. Your data stays private, flowing only through secure, isolated connection code.
Hallucination-Free Reliability
Eliminate AI errors and unpredictable outputs. Caddi's deterministic automations deliver consistent, accurate results every time— critical for compliance and client trust.
Security
Enterprise-ready security for confidential client data
Our unique approach separates AI from your sensitive data.
