Caddi

Product details from official sources

Caddi is an AI operating system for wealth and law operations. Its AI agents discover and automate repetitive work across every tool the team uses, with each decision and API call reported back in one firm-wide view. The platform runs a continuous loop: Discover uses AI process mining to rank repetitive work with evidence, Automate lets the team build automations by showing work on a screenshare or describing it in chat with no flow builder, and run history records every run and every decision it made to get there. It connects with tools such as Outlook, DocuSign, NetDocuments, Salesforce, Slack, Google Workspace, and HubSpot, and claims 99% of agent runs complete successfully with over one million back-office tasks completed. Pricing includes a free Individual plan at $0 for one user with no time limit, plus Startup, Business, and Enterprise tiers.

Capabilities and conditions

• Caddi AI agents discover and automate repetitive work across every tool used, and keep finding more. Source ↗
• Skills handed to Claude and Copilot report each decision and API call back in one firm-wide view. Source ↗
• Users automate work by showing it on a screenshare or describing it in chat, with no flow builder. Source ↗
• Run history shows every run and every decision it made to get there. Source ↗
• The Individual plan is $0 for one user with no time limit. Source ↗

Price and free allowance

See the sourced plan statements above; confirm currency, billing period and checkout eligibility on the vendor site.

Published-source profile · collected 2026-10-17. Automated collection followed by editorial review. These are vendor-published claims, not hands-on product test results.