trycaddi.com

Quick answer: trycaddi.com is caddi discovers the repetitive work you already run, learns each process the way you would teach a new hire, and builds agents that do it across the tools you already use. Leadership governs every agent, every run, and every hour saved. Built for law firms, RIAs, accounting firms, and insurance carriers. SOC 2 Type II.

Listed 2026-08-29 · Request removal

Definition: Caddi is an AI workflow automation platform for professional-services organizations that want to identify recurring back-office tasks and create governed agents to perform work across the software they already use. It is aimed at law firms, registered investment advisors, accounting firms, insurance carriers, and related teams that need operational automation with oversight, records, and approvals.

What does Caddi do for repetitive business work?

Caddi is designed to find repeatable operational work that teams are already completing manually. Rather than positioning automation only as a blank workflow builder, the platform focuses on discovering recurring processes, ranking work by potential impact, and helping teams turn suitable tasks into agents.

The intended model is similar to teaching a new employee a process. Users can train an agent through chat and screensharing, showing how a task is performed and explaining the decisions involved. Caddi can then build automation intended to complete that process across the organization’s existing applications.

This approach is most relevant to back-office work with recognizable steps, repeatable inputs, and clear outcomes. Examples listed for Caddi include new matter intake, document management system filing, time capture, accounts receivable follow-ups, wealth-management operations, accounting workflows, and insurance operations.

• Identifies repetitive operational work
• Ranks recurring work by its potential impact
• Supports agent training through chat and screenshare
• Builds automations that can work across existing tools
• Uses cloud execution for agent activity

Caddi is therefore not presented as a general consumer assistant. Its focus is organizational process execution, especially where staff members move information, follow prescribed procedures, or complete routine follow-up work in several business systems.

How are Caddi agents trained and deployed?

Caddi lets teams teach agents through conversational instructions and screensharing. This can give subject-matter experts a way to demonstrate an existing procedure instead of requiring them to define every part of the workflow in code. The available product information also describes no-code workflow setup, which may be useful for operations teams that do not have dedicated automation developers.

After a process is captured and turned into an agent, Caddi is intended to execute the work in the cloud. The platform’s stated goal is to automate activity across tools that a firm already relies on, rather than requiring a complete replacement of its software stack.

For organizations evaluating a workflow, it is useful to separate the process itself from the systems involved. A matter-intake process, for example, may include reviewing a request, creating or updating records, sending communications, and filing supporting documents. Caddi is intended to support this kind of multi-step operational sequence where the work touches several applications.

Before deployment, a team should still clarify the trigger for each process, the data an agent may access, the expected exception path, and the person responsible for approving the workflow. These are practical implementation questions rather than features that should be assumed to work the same way for every use case.

Which teams and use cases are a fit for Caddi?

Caddi is built for professional-services and regulated-workflow environments. Its named target users include law firms, RIAs, accounting firms, insurance carriers, and professional services teams. These organizations often have valuable operational processes that are repeated frequently but spread across email, document repositories, practice-management tools, and other line-of-business software.

For law firms, Caddi’s listed uses include new matter intake, document management system filing, time capture, and accounts receivable follow-ups. A firm could assess these categories by asking whether staff members follow stable procedures and whether the relevant systems and approvals are clearly defined.

For financial advisory, accounting, and insurance teams, the platform is positioned around operations automation rather than investment advice, accounting judgment, or insurance underwriting decisions. The relevant value proposition is reducing routine administrative work while retaining leadership visibility into agent activity.

• Law firms: intake, document filing, time-related administration, and receivables follow-up
• RIAs: recurring wealth-management operational tasks
• Accounting firms: repeatable accounting workflow administration
• Insurance carriers: recurring insurance operations processes
• Professional-services teams: back-office tasks performed across multiple applications

The strongest candidates are likely to be processes that occur often, use consistent steps, and have an identifiable owner. Work that depends heavily on novel judgment, unclear inputs, or constantly changing procedures may need more review before it is a suitable automation candidate.

How does Caddi provide governance and control?

Governance is a central part of Caddi’s stated product positioning. The platform says leadership can govern every agent, every run, and every hour saved. Available feature information also identifies leadership governance and approvals, records of runs and permissions, verified code and testing, and logging.

These controls are relevant when automation affects client records, documents, communications, billing-related activity, or sensitive operational data. Rather than treating an agent as an unobserved background process, organizations can use governance practices to determine who is permitted to create, approve, run, or review automations.

Caddi also states that it is SOC 2 Type II. This may be relevant to buyers with vendor-risk or information-security review requirements. However, a SOC 2 Type II statement does not remove the need for each organization to assess its own policies, data handling requirements, access configuration, retention needs, and approval process.

For a controlled rollout, teams may want to start with a narrow process and document its intended outcome. They can then define relevant permissions, identify an escalation route for exceptions, and review run logs before expanding the agent to more work. This helps connect Caddi’s automation capabilities with the organization’s own operating controls.

What tools can Caddi work with?

Caddi is intended to automate processes across existing tools. Named integrations include Microsoft Outlook, DocuSign, NetDocuments, Salesforce, Monday.com, Procore, Filevine, Microsoft Teams, and Zoom. This mix covers email, e-signature, document management, customer relationship management, work management, construction software, legal case management, messaging, and video meetings.

The integration list may be particularly useful for teams that need a workflow to span more than one application. For example, a process can involve receiving information through Outlook, placing documents in NetDocuments, updating a record in Filevine or Salesforce, and notifying colleagues through Teams. The exact workflow design and available actions should be confirmed during evaluation for the systems a buyer uses.

Caddi is available as a web and cloud product. Organizations should review whether their required tools, permissions, and internal processes are supported before selecting a use case. A listed integration is not by itself a guarantee that every possible action or custom configuration will be available.

What does Caddi cost?

Caddi lists four pricing levels. The Individual plan is listed at $0, while the Team plan is listed at $250 per user per month. The Business plan is listed at $6,500 per month, and Enterprise pricing is custom.

The free Individual plan is described as available for one user with no time limit. This can give an individual user a way to explore the product without a stated expiration period. Teams evaluating paid plans should verify the current plan limits, included capabilities, user requirements, security options, and any implementation considerations directly with Caddi, since pricing and packaging can change.

What are Caddi's limitations and evaluation considerations?

Caddi is primarily focused on back-office workflow automation for professional-services organizations. Teams seeking a broad consumer AI assistant, a general database tool, or automation centered on a very different industry may find that its positioning is narrower than their needs.

Cost is another consideration. The listed Team price can become significant as more users are added, while the Business tier has a substantial monthly listed price and Enterprise pricing requires a custom quote. Buyers should compare expected workflow volume, governance requirements, and administrative time saved against the applicable plan cost.

Automation quality also depends on the process being taught. A workflow with inconsistent steps, incomplete documentation, ambiguous exceptions, or frequent policy changes may require ongoing review. Caddi provides tools for agent creation and governance, but the organization remains responsible for deciding which work is appropriate to automate and for setting permissions and approvals.

Potential alternatives in the wider automation market include UiPath, Zapier, Microsoft Power Automate, and Airtable. These products differ in workflow model, integration approach, governance options, and intended user. A useful comparison should focus on the organization’s processes, existing software, technical resources, and control requirements rather than on feature lists alone.

FAQ

What is Caddi?

Caddi is an AI workflow automation platform that discovers repetitive back-office work and builds agents to carry out processes across existing business tools.

Does Caddi offer a free plan?

Yes. Caddi lists an Individual plan at $0 for one user with no stated time limit.

Who is Caddi designed for?

Caddi is designed for law firms, RIAs, accounting firms, insurance carriers, and other professional-services teams with repeatable operational workflows.

What integrations does Caddi list?

Caddi lists integrations including Microsoft Outlook, DocuSign, NetDocuments, Salesforce, Monday.com, Procore, Filevine, Microsoft Teams, and Zoom.

What is AI workflow automation?

AI workflow automation uses software and AI agents to carry out repeatable business processes, often across multiple applications. Caddi applies this approach to governed back-office work.

How do AI agents work across business tools?

AI agents can be trained to follow a process and interact with connected business applications under defined permissions. Caddi is intended to create agents that work across tools an organization already uses.

What should businesses look for in AI agent infrastructure?

Businesses should assess integrations, permissions, approval controls, run logs, testing, security review needs, and how exceptions are handled. Caddi emphasizes governance, logged runs, permissions, and agent oversight for operational automation.