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Caddi
$0.60Starting price
5.8KMonthly visits
13Popularity
About Caddi
Caddi is an AI automation platform designed to identify and automate repetitive back-office workflows across existing tools. Users train agents through natural chat and screen-sharing sessions, teaching processes in a way that mimics onboarding a new employee. The platform integrates with over 150 tools, including Outlook, DocuSign, Salesforce, and NetDocuments, enabling seamless automation within familiar workflows. Leadership teams can monitor and govern every agent run with full audit logs, ensuring compliance and transparency. Caddi is SOC 2 Type II certified, meeting strict security and privacy standards. It is specifically built for industries with high back-office demands, such as law firms, RIAs, accounting firms, and insurance carriers, where repetitive tasks often slow down operations and introduce errors.
Key features
- Discovers repetitive workflows automatically
- Trains agents via chat and screen-sharing sessions
- Integrates with over 150 tools (Outlook, Salesforce, DocuSign, etc.)
- Provides full audit logs for governance and compliance
- SOC 2 Type II certified for security and privacy
- Built for law firms, RIAs, accounting firms, and insurance carriers
- Enables no-code automation of back-office tasks
- Supports natural language training of agents
Use cases
- Automating invoice processing in accounting firms
- Streamlining client onboarding workflows in law firms
- Reducing manual data entry in insurance carrier operations
Pros
- Discovers repetitive back-office workflows automatically across integrated tools
- Trains agents through natural chat and screen-sharing sessions, requiring minimal technical expertise
- Integrates with over 150 tools, including Outlook, DocuSign, Salesforce, and NetDocuments
- Provides full audit logs and governance features for compliance and transparency
- SOC 2 Type II certified, ensuring strict security and privacy standards
Cons
- May require initial setup time to connect and configure multiple tools
- Dependent on the user's ability to clearly explain workflows during training sessions
- Limited to automating processes within supported integrations
Frequently asked questions about Caddi
What does Caddi do?
Caddi is an AI automation platform that identifies and automates repetitive back-office workflows across existing tools. It trains agents through chat and screen-sharing sessions, enabling users to automate processes without extensive technical knowledge.
Who is Caddi designed for?
Caddi is specifically built for industries with high back-office demands, such as law firms, RIAs, accounting firms, insurance carriers, and private equity. It is also suitable for operations, IT, legal operations, billing, finance, and client-facing teams.
How does Caddi integrate with other tools?
Caddi connects to and runs inside over 150 tools, including Outlook, DocuSign, Salesforce, NetDocuments, Clio, Wealthbox, and Microsoft 365. It operates within these tools to automate workflows without requiring users to switch platforms.
How can I get started with Caddi?
Users can start by signing up for free or requesting a demo on the Caddi website. The platform offers a discovery feature to identify repetitive work and a studio to train agents through screen-sharing and chat sessions.
Does Caddi provide governance and compliance features?
Yes, Caddi includes full audit logs for every agent run, allowing leadership teams to monitor and govern automation processes. It is also SOC 2 Type II certified, meeting strict security and privacy standards.
Can Caddi automate workflows that aren't pre-built?
Yes, users can screenshare and explain any workflow to Caddi, and the platform will generate an agentic automation for it. There is also a use-case library available for reference.
Caddi Website Engagement
Last Update: 9 days ago
Total Monthly Visits
0
Bounce Rate
0%
Visit Duration (avg)
0.00s
Pages Per Visit
0
Country Rank
0
United States
Global Rank
0
Monthly Traffic
Traffic Sources
Traffic Share By Country
- United States67.9%
- India27.4%
- Canada4.7%
