Caddi
Caddi is an AI-powered platform designed to automate repetitive tasks for professional services firms, enabling them to focus on high-value work. The platform learns user workflows by screen recording and natural language explanation, then automates these processes. Key use cases include client intake, onboarding, email management, document organization, data entry, and billing. Caddi differentiates itself by requiring no coding or technical expertise, offering a user-friendly interface that adapts to existing tools and workflows. It emphasizes saving time, cutting costs, and providing reliable, standardized automations. Caddi is targeted towards Law Firms and Financial Services, offering tiered pricing plans (Professional, Business, Enterprise) based on features and usage. The company is backed by investors and emphasizes security and compliance, including SOC2 compliance.
Caddi
Caddi is an AI-powered platform designed to automate repetitive tasks for professional services firms, enabling them to focus on high-value work. The platform learns user workflows by screen recording and natural language explanation, then automates these processes. Key use cases include client intake, onboarding, email management, document organization, data entry, and billing. Caddi differentiates itself by requiring no coding or technical expertise, offering a user-friendly interface that adapts to existing tools and workflows. It emphasizes saving time, cutting costs, and providing reliable, standardized automations. Caddi is targeted towards Law Firms and Financial Services, offering tiered pricing plans (Professional, Business, Enterprise) based on features and usage. The company is backed by investors and emphasizes security and compliance, including SOC2 compliance.