Caddi

Caddi is an AI Agents & Automation tool that automates repetitive back-office workflows without coding. It uses a record-to-code approach to streamline tasks like client onboarding and data entry.

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At a glance

Pricing

Paid · Enterprise

Free tier

API

Skill level

Non-technical

About

What is Caddi?

Caddi is an AI-powered automation platform designed to streamline repetitive back-office tasks for professionals, particularly in legal and financial services. It operates on an "Automation by Demonstration" principle, where users simply show Caddi how a task is done once, and the AI learns to replicate it as deterministic code. This no-code approach eliminates the need for developers or complex integrations, making it accessible for non-technical users. Caddi focuses on automating tasks such as client intake, onboarding, email management, document organization, data entry, and billing. A key differentiator is its AI safety approach, where AI is used only during setup to generate code, but never processes sensitive client data, ensuring reliability and compliance.

Best used for

Ideal for law firms and financial services professionals who need to automate client onboarding, data entry, and billing processes. Especially valuable for organizations seeking to free up team members for more client-facing work by eliminating repetitive back-office tasks without requiring coding expertise.

Common actions

automate workflows

streamline operations

reduce manual tasks

improve efficiency

standardize processes

Capabilities

Key features

Record screen for automation
Explain tasks to AI
Automate repetitive workflows
70+ app integrations
Deterministic automation
AI-generated code
No-code platform

Target Audience

lawyersmall business owner

Integrations

Not yet documented

Pricing & Plans

Paid · Enterprise · Starting at USD 1.00

$1,300 / per month for the Professional plan.

FAQs

How does Caddi automate tasks without coding?

Caddi uses an "Automation by Demonstration" approach. Users record their screen and explain the task once, and Caddi's AI learns to generate deterministic code to replicate the process. This means no manual coding is required from the user, making it accessible for non-technical professionals.

What is Caddi's pricing model?

Caddi offers paid plans: Professional at $1,300/month for smaller teams (10 automations, 500 loop runs) and Business at $2,600/month for growing teams (30 automations, 3,000 loop runs). An Enterprise plan is available with custom pricing for organizations with advanced needs.

How does Caddi ensure data privacy and security?

Caddi's AI is only used during the setup phase to understand and replicate processes into deterministic code. It never processes sensitive client data. Your data remains private, flowing only through secure, isolated connection code, which helps eliminate AI errors and ensures compliance.

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Also listed in

This tool also appears in

Finance › Invoice & Billing Customer Support & CX › Onboarding Productivity & Business › Workflow Automation

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