Waitlist2026 State of AI at Enterprise RIAs2026 State of AI at RIAsOut Nov 6On demandOther eventsNext: ADVISE AI, Oct 20–22Booth 204
Pricing

Plans & pricing

Start free on your own in minutes. Move to governed, firm-wide automation when you are ready.

Individual

For one person automating their own desk work.

$0
Free for one user. No time limit.
Sign up free
What you get
  • Caddi Automate the agent that builds automations with you
  • Discover the agent that finds work worth automating
  • Slack, Google Workspace, HubSpot and more
  • 200 credits and 10 loops per month
  • Single user, 30 days of run history
  • Knowledge base support
No overage. Upgrade to Startup when you need more credits or loops.
StartupUp to 10 employees

For a small team building and sharing loops together.

$250
per user / month
Billed monthly. Cancel anytime.
Sign up free
Everything in Individual, plus
  • Box, DocuSign, Clio and more
  • Govern see all the work across the firm, by AI and by your team
  • 1,000 credits per user, per month
  • For companies with up to 10 employees, billed per user
  • Team management
  • Self-serve signup, no sales call
Extra credits $1.25 each. Extra active loops $100 per month.
No advanced integrations such as Salesforce or iManage. Those start on Business.
More than 10 employees? Business is built for you.
Enterprise

For firms that need governance, scale and a paper trail.

Custom
Annual agreement, priced to your firm.
Talk to sales
Everything in Business, plus
  • Integration governance control what users can connect
  • Priority loop execution reserved capacity
  • 50,000 credits per month, 100,000 on Silver
  • Multi-instance integrations
  • Same day support, 48 hours of training and discovery a year
Starts with a pilot.
Extra credits from $0.60 each. Implementation $5k to $15k, one-time.
Silver adds SCIM, action-level audit logging, custom LLM endpoints, phone and Slack support and a named account manager.

Business and Enterprise start with a pilot

Your team gets full use of Discover to find where the hours go, and we automate the workflow worth the most to you. You finish with a working automation and the report behind it.

Start a pilot

“There are not a lot of partners going through and billing the time for every email that they send. So if we can get even a 0.8, .9, 1.2 every day, this thing pays for itself.”

Partner, law firm
Free plan
Signing up puts you on the Individual plan: free for one user, with 200 credits and 10 active loops every month. There is no trial clock, so it stays free for as long as you want. Comparing options? See our guide to workflow automation software.
Credits
Your monthly allowance for the work your loops do. Standard AI data extraction costs 1 credit per page.
Active loops
How many automations you keep live at once. Individual and Startup have a cap, with extra loops $100 per month on Startup. Business and Enterprise run unlimited loops.
Going over
On paid plans nothing stops: extra credits bill at your plan rate, which falls as your plan grows. On Individual, upgrade when you need more.

Compare every plan

Each plan includes everything in the plan before it.

Feature and usage comparison across the Individual, Startup, Business and Enterprise plans.
Feature
Individual
$0
Startup
$250 per user / month
Business
$6,500 per month
Enterprise
Custom
Usage and limits
Credits per month2001,000 / user20,00050,000 Bronze, 100,000 Silver
Active loops1020UnlimitedUnlimited
UsersUp to 1Billed per user, companies up to 10 employeesUnlimitedUnlimited
Standard AI data extraction1 credit / page1 credit / page1 credit / page1 credit / page
Run history30 days30 days2 years2 years
Overage
Additional creditNot included$1.25$0.75From $0.60
Additional active loopNot included$100Unlimited includedUnlimited included
Product
Automate (builds automations with you)IncludedIncludedIncludedIncluded
Discover (finds work worth automating)IncludedIncludedIncludedIncluded
Govern (firm-wide visibility into work by AI and by your team)Not includedIncludedIncludedIncluded
IncludedIncludedIncludedIncluded
Not includedNot includedIncludedIncluded
Multi-org and team managementNot includedNot includedIncludedIncluded
Multi-instance support (two Salesforce orgs, for example)Not includedNot includedNot includedIncluded
Priority loop executionNot includedNot includedNot includedIncluded
Custom LLM endpointsNot includedNot includedNot includedSilver
Uptime SLANot includedNot included99%99%, custom available
Security and administration
MFAIncludedIncludedIncludedIncluded
Standard security logIncludedIncludedIncludedIncluded
Team managementNot includedIncludedIncludedIncluded
SAML SSONot includedNot includedIncludedIncluded
Centralized MFA managementNot includedNot includedIncludedIncluded
Central Caddi account support for integrationsNot includedNot includedIncludedIncluded
Centralized integration governanceNot includedNot includedNot includedIncluded
Action-level audit loggingNot includedNot includedNot includedSilver
SCIM provisioningNot includedNot includedNot includedSilver
Data processing agreementNot includedNot includedStandardStandard
Support and services
SupportKnowledge baseKnowledge base2 business day responseSame day response
Enhanced support (phone, Slack)Not includedNot includedNot includedSilver
ImplementationNot includedNot included$5k to $15k$5k to $15k
Support, training and discoveryNot includedNot included24 hours per year48 hours per year
Named account managerNot includedNot includedNot includedSilver

Swipe the table to compare plans.

Enterprise sells in two tiers, Bronze and Silver. Anything marked “Silver” unlocks at that tier, and your agreement sets the exact credit and SLA terms.

Looking for something else?

We are always happy to explore your requirements and build a proposal that fits how your firm actually works.

Contact us today