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Caddi Review

Caddi is an AI-powered platform designed for automating repetitive back-office tasks across various tools, allowing users to train AI agents through screenshare and chat.

shipped Aug 28, 2026agentsfreemium
Domain rating48Monthly visits908/mo
agentsproductivity
Caddi — product screenshot

Why it matters

1Caddi automates repetitive back-office tasks by allowing non-technical users to demonstrate workflows via screen-share.
2It is SOC 2 Type II compliant and integrates with systems like iManage, NetDocuments, Clio, Tamarac, and Orion.
3On August 24, 2026, Caddi launched an AI agent designed to build and govern other AI agents within a firm.
4Customers have reported recovering 1,820 labor hours across seven workflows over a year.

About Caddi

Business Model
Subscription SaaS
Funding
Seed
Total Raised
$5 million
Platforms
Web
Target Audience
Businesses looking to automate back-office tasks

Pricing Plans

Individual
Free
  • • Automate simple workflows
  • • One user access
Team
Contact for pricing
  • • Collaborative features
  • • Multiple user access

overview

What is Caddi?

Caddi is an AI-powered platform developed by Caddi (company) that enables manufacturing companies, wealth management firms, law firms, and insurance companies to automate repetitive back-office tasks. It allows users to train AI agents through screenshare and chat, connecting seamlessly with existing systems and maintaining a detailed run history for transparency. Caddi digitizes, analyzes, and leverages engineering drawings and procurement information to produce better products and drive digital transformation.

features

Key Features of Caddi

Caddi provides a suite of features designed to streamline back-office operations and enhance productivity through AI-driven automation.

  • Automates repetitive back-office tasks across 80+ tools.
  • Allows users to train AI agents through screenshare and chat demonstrations.
  • Connects seamlessly with existing systems, including iManage, NetDocuments, Clio, and Salesforce.
  • Maintains a detailed run history for transparency and auditability.
  • Discovers repetitive work processes within a firm's existing systems.
  • Generates agentic automation from demonstrated workflows.
  • Ensures deterministic operation with high reliability.
  • Supports proprietary function calling and Caddi proprietary AI models.
  • Offers multimodality, processing both text and vision data.

use cases

Who Should Use Caddi?

Caddi is primarily designed for businesses in regulated industries such as wealth management, law, and insurance, as well as manufacturing companies, seeking to automate complex back-office workflows and improve operational efficiency.

  • Sales Teams: For faster quotation and more accurate estimates.
  • Procurement Teams: For supplier consolidation and uncovering cost reduction opportunities.
  • Engineering Teams: For design optimization, reducing design hours, and preventing duplicates.
  • Leadership/Top Management: For driving digital transformation and improving overall quality and productivity.
  • Production Teams: For streamlining information sharing between departments.
  • Quality Teams: For ensuring consistent processes and reducing errors.
  • Digital / IT Teams: For implementing robust, auditable automation solutions.

how to use

How to Use Caddi

Caddi enables non-technical users to automate workflows by demonstrating tasks once, which the AI then converts into deterministic code for execution.

  • 1Identify a repetitive back-office task that needs automation.
  • 2Demonstrate the workflow to Caddi's AI agent via screen-share.
  • 3Utilize chat to provide additional context or refine the workflow.
  • 4Caddi's AI generates deterministic code to automate the task over APIs.
  • 5Review the detailed run history for transparency and audit.
  • 6Deploy the automated agent to handle the repetitive task across integrated systems.

pricing

Caddi Pricing & Plans

Caddi offers a freemium model with an Individual Plan and tiered Standard Plans, along with custom Enterprise options. All plans include unlimited users.

  • Individual Plan: Free, for one user, with no time limit.
  • Standard Plans: Tiered options including 20,000 credits/month (up to 50 automations), 50,000 credits/month (up to 100 automations), and 100,000 credits/month (up to 200 automations). Specific pricing for these tiers requires contact with Caddi.
  • Enterprise Plans: Custom pricing for higher volumes, offering features like SCIM, centralized integration governance, action-level audit logging, and custom LLM endpoints.

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Pros

  • +Automates complex, multi-step back-office workflows across various tools.
  • +Allows non-technical users to train AI agents through intuitive screenshare and chat.
  • +Executes tasks via APIs, providing deterministic, resilient automation less prone to UI changes.
  • +Offers SOC 2 Type II compliance, suitable for regulated industries like finance and law.
  • +Provides detailed run history for transparency and auditability.
  • +Integrates deeply with common business applications such as iManage, NetDocuments, and Salesforce.

Cons

  • −Specific pricing for Standard and Enterprise plans is not publicly listed, requiring direct contact.
  • −The platform's proprietary models and function calling may limit customizability for users seeking open-source or third-party LLM integration outside of Enterprise plans.
  • −While it automates 80+ tools, the breadth of integration might still be a consideration for highly specialized or niche software.
  • −The 'done-for-you' approach, while beneficial for ease of use, might offer less granular control compared to DIY AI canvases for advanced users.

Similar Tools

Caddi vs Competitors

Caddi positions itself as a 'done-for-you' record-to-code automation platform, differentiating from traditional RPA tools and DIY AI canvases by focusing on resilient, API-driven automation for regulated industries.

1
Bardeen.aiOn Stork

It's a browser extension that allows users to automate tasks by recording actions and connecting various web apps with pre-built playbooks and some AI capabilities.

Bardeen focuses primarily on browser-based automation and integrations, offering a similar 'record and replay' approach to Caddi's screenshare training for web tasks. However, it may not offer the same depth of desktop application automation or the explicit 'AI agent' adaptability that Caddi emphasizes for broader back-office tasks.

2
Axiom.aiOn Stork

A no-code browser automation tool that lets users build bots by recording actions and combining steps, capable of interacting with any website.

Similar to Caddi's visual training, Axiom allows users to build automations by demonstrating actions in the browser. While excellent for web-based repetitive tasks, it is primarily limited to browser automation and lacks the explicit 'AI agent' training and broader desktop integration Caddi offers.

3
AutomaOn Stork

An open-source browser extension that enables users to automate tasks through a visual flow builder and by recording interactions on web pages.

Automa provides a free and open-source alternative for browser automation, allowing users to visually construct workflows similar to Caddi's demonstration-based training. The trade-off is that it requires more manual flow building compared to Caddi's AI agent concept and is limited to browser tasks, without the integrated AI adaptability or desktop reach.

4
TinyTask↗

A minimalist, free desktop automation tool that records and replays mouse and keyboard actions, creating simple macros for repetitive tasks.

TinyTask offers a genuinely free way to automate simple, repetitive desktop tasks by recording actions, much like a basic version of Caddi's screenshare training. The significant trade-off is that it lacks any AI capabilities, integrations with other tools, or the intelligent adaptability of an 'AI agent' that Caddi provides, making it suitable only for very straightforward, fixed sequences.

See every Caddi alternative, compared→

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