Caddi
What it is
Caddi automates repetitive back-office work across the tools a professional services firm already uses. Discover reads connected systems, ranks recurring tasks, and presents evidence for its findings. Teams can teach agents by screensharing and explaining a process, without coding or technical expertise. Govern provides run history and lets users replay decisions, including the permission used for each decision. Caddi lists more than 70 live connectors, including Clio, DocuSign, Outlook, NetDocuments, Salesforce, QuickBooks, and Microsoft Teams; it says connectors for public APIs can be built within 24 hours of a request. The maker says agents use users' existing access, process changes require human approval, and users can pause or disconnect a loop mid-queue. Caddi also says it is SOC 2 Type II compliant and does not use connected-system contents to train models. The free Individual plan includes one user, 200 credits, 10 loops per month, and 30 days of run history. Team costs $250 a month per user.
For and against
For
- Free Individual plan has no time limit.
- Lists more than 70 live connectors.
- Workflow teaching requires no coding.
- Users can pause or disconnect a loop mid-queue.
- Connected-system contents are not used to train models.
Against
- Team costs $250 a month per user.
- Free Individual plan is limited to one user.
- Free plan includes 10 loops per month.
- No free trial is listed.
The verdict
Caddi pairs workflow discovery and teaching with run history, permission visibility, and human approval for process changes. The free plan is limited, while Team starts at $250 per user per month.
Who it suits
Caddi is intended for legal, financial, and other professional services firms seeking to automate recurring back-office processes. It may suit teams that want to teach workflows without coding and retain human approval over process changes.
Plans and prices
Individual
200 credits/month · 10 active loops · 1 user · 30-day run history
Read 15 Oct 2026 · trycaddi.com
Startup
Up to 10 employees · 1,000 credits/user/month · 20 active loops · standard integrations
Read 15 Oct 2026 · trycaddi.com
Business
Unlimited users and loops · 20,000 credits/month · advanced integrations · SSO
Read 15 Oct 2026 · trycaddi.com
Team
1,000 credits per user per month · unlimited users, billed per user · 20 active loops · extra credits $1.25 each
Read 29 Sep 2026 · trycaddi.com
Enterprise
50,000 credits/month (100,000 Silver) · unlimited users and loops · integration governance · priority execution
Read 15 Oct 2026 · trycaddi.com
On the record
- AI models
- Caddi says it selects OpenAI, Anthropic, or Google models by task and supports customer-supplied API keys.trycaddi.com · read 15 Oct 2026
- AI-output limitation
- Caddi's terms warn that AI-generated outputs or automated actions can be incomplete, inaccurate, or unsuitable and require customer review and validation.trycaddi.com · read 15 Oct 2026
- Authentication
- Connections use OAuth and SSO, with each user approving access under their own existing credentials rather than giving Caddi a password.trycaddi.com · read 15 Oct 2026
- Automate
- Users teach workflows by screensharing and explaining the task, after which Caddi builds an automation and asks for clarification on ambiguous cases.trycaddi.com · read 15 Oct 2026
- Building automations
- Teams can teach agents by screensharing and explaining a process without technical expertise or coding.trycaddi.com · read 29 Sep 2026
- Company founded year
- LinkedIn lists Caddi as founded in 2024.linkedin.com · read 15 Oct 2026
- Company headquarters and size
- LinkedIn lists Caddi as privately held, headquartered in Seattle, Washington, with 11-50 employees.linkedin.com · read 15 Oct 2026
- Company legal name
- The legal terms name Caddi Technologies, Inc., doing business as Caddi.trycaddi.com · read 15 Oct 2026
- Current status
- The public status page showed the web application, integration authentication, loop execution, and Salesforce integration operational, each reporting 100.0% uptime and no notices in the prior seven days.status.trycaddi.com · read 15 Oct 2026
- Custom connector promise
- Caddi says it can build a connector within 24 hours when a requested application has public API documentation.trycaddi.com · read 15 Oct 2026
- Deployment
- Caddi is cloud deployed, has no desktop agent, and uses a Chrome extension for recording; the company says this works in locked-down Citrix environments.trycaddi.com · read 15 Oct 2026
- Deterministic execution
- Caddi says production runs use deterministic code for fixed steps and bounded AI reasoning where judgment is needed.trycaddi.com · read 15 Oct 2026
- Discover
- Its Discover function reads connected-tool activity in read-only mode, ranks repetitive processes by estimated hours, and suggests loops to build.trycaddi.com · read 15 Oct 2026
- Discovery
- Its Discover feature reads connected systems, ranks repetitive work, and shows evidence behind each finding.trycaddi.com · read 29 Sep 2026
- Govern
- Govern provides firm-wide visibility into processes, run history, decisions, API calls, and work performed by Caddi, Claude, or Copilot.trycaddi.com · read 15 Oct 2026
- Governance
- Govern provides run history and lets users replay decisions, including which permission each decision used.trycaddi.com · read 29 Sep 2026
- Help documentation
- The Help Center contains sections for getting started, product updates, FAQs, integrations, billing, and settings, with 52 integration articles listed.help.trycaddi.com · read 15 Oct 2026
- Human approval
- The maker says changing a process requires human approval and users can pause a loop or disconnect it mid-queue.trycaddi.com · read 29 Sep 2026
