We’re thrilled to announce that Caddi has raised $5 million in seed funding, led by Ubiquity Ventures and joined by Founders’ Co-op and the AI2 Incubator. We founded Caddi to solve a problem that’s costing professional services firms trillions: the repetitive admin work that keeps lawyers, financial advisors, accountants, and consultants from focusing on their clients.
From Screen Recording to Code: How Caddi Works
Caddi’s “record-to-code” platform reinvents automation for law firms, financial advisors, accountants, and consultants. Instead of forcing professionals to learn complex tools, Caddi watches how they work—whether it’s client intake, document management, or billing—and transforms those actions into fully functional, API-driven automations. “Our ‘automation by demonstration’ approach means professionals can train Caddi just like they would a new hire,” says Co-founder & CEO Alejandro Castellano. “No coding, no IT team, no workflow disruptions—just show Caddi what you do, and it does the rest.”
Why This Matters
Most automation solutions are either expensive enterprise RPA tools or require a steep learning curve. Caddi bridges this gap by extracting the intent behind workflows, not just mimicking clicks. This makes our automations more scalable and reliable than traditional RPA solutions, which often break when systems update.“Traditional automation tools follow a recipe blindly—we actually understand the principles behind the process,” explains Co-founder & CTO Aditya Sastry.
Early Results: 11x ROI (and Growing)
Firms using Caddi have already reported massive efficiency gains, with some cutting administrative costs by 30% and achieving an 11x ROI from a single automation. When scaled across multiple processes, this translates to six-figure savings annually—all from a few minutes of demonstration.
A New Approach to Professional Services Automation
Other approaches to this challenge either demand big IT budgets or rely on brittle user interface hacks. Caddi focuses on underlying intent, building API-driven workflows that adapt as systems change. No more duct tape, no more complicated training or code. Just show Caddi what you do, and it learns the rest.
"What truly sets Caddi apart is their ability to create reliable, deterministic automations from simple demonstrations," says Sunil Nagaraj, Founding Partner at Ubiquity Ventures. "They've cracked the code on using AI to make advanced automation accessible to firms without technical resources."
As Seen In
We’re grateful for the early coverage from industry and tech publications. Check out what others are saying:
What’s Next
We’re currently accepting new clients through a managed onboarding program and plan to launch a self-serve tool later this year so anyone can start automating with just a screen recording. Our mission is simple: If you can record it, we can automate it.
“Automation isn’t just for massive enterprises anymore,” says Castellano. “We want to put this power in the hands of every professional services firm—no matter the size.”
Ready to Get Started?
Schedule a demo now. Don’t let admin tasks keep you from doing the work that matters.