Caddi
Automates repetitive back-office tasks across tools with AI agents.
- Freemium· from $250/month
What is Caddi?
Caddi is an AI Automation tool that automates repetitive back-office tasks across tools with AI agents. Caddi is freemium: it has a free plan, and paid plans start at $250/month. It is aimed at leadership teams and non-technical teams.
Caddi automates repetitive back-office tasks using AI agents that operate across all your tools. It provides visibility into every automated process for leadership. Non-technical teams can train AI agents via video calls.
Built for leadership teams and non-technical teams.
Key capabilities
Features
Operations Engine
Keeps finding work and keeps getting it done.
Train AI Agents
Non-technical teams can train AI agents over a video call.
Govern
Leadership monitors every agent through this feature.
Cross-Tool Automation
Automates work across all existing tools.
Use cases
- Automate repetitive back-office tasks across tools
- Monitor every agent run through leadership visibility
- Train AI agents via video calls for non-technical teams
Popular use cases
Who it's for
- Leadership Teams
- Non-Technical Teams
Pros & cons
Pros
- Free plan available
- Paid plans from USD 250/month
- Integrates with 150+ tools
Cons
No documented limitations yet.
Pricing
Freemium — paid plans start at $250/month.
| Plan | Price |
|---|---|
| Individual200 credits credits | Free |
| BusinessPopular20,000 credits per month credits | $6,500 / month |
| Enterprise50,000 credits per month credits | $0.6 |
| Compare every plan | $250 / month |
Integrations
Security & compliance
- SOC 2
- SSO
- SAML
- Two-factor authentication
- Encryption
- Data deletion
As stated on Caddi's website — not independently verified by AiByts.
FAQ
What is Caddi?
Caddi is an AI Automation tool that automates repetitive back-office tasks across tools with AI agents. Caddi automates repetitive back-office tasks using AI agents that operate across all your tools. It provides visibility into every automated process for leadership. Non-technical teams can train AI agents via video calls.
Is Caddi free?
Caddi has a free plan; advanced features require a paid plan.
How much does Caddi cost?
Caddi offers 4 plans: Individual (Free), Business ($6,500 / month), Enterprise ($0.6) and Compare every plan ($250 / month).
Who should use Caddi?
Caddi is built for leadership teams and non-technical teams. Common uses: automate repetitive back-office tasks across tools, monitor every agent run through leadership visibility and train AI agents via video calls for non-technical teams.
What does Caddi integrate with?
Caddi integrates with Slack, Microsoft Teams, Notion, Google Drive, Google Docs, Google Sheets, Gmail and Google Calendar, among 37 integrations.
What are the best alternatives to Caddi?
Similar tools on AiByts include Kipps AI, Manus, Nekton AI, Superflow AI: QA agents for websites and Tadata.
Caddi news & updates
Caddi Completes CASA AL1 Security Assessment for Google Workspace
Caddi completed the Cloud Application Security Assessment (CASA) at Assurance Level 1, validated by TAC Security. It is the assessment Google requires before an app can use restricted Gmail, Drive, Docs, and Sheets scopes, and it sits alongside our SOC 2 Type II report.
Caddi Blog4 min read
The RIA Back Office in Numbers: What Operations Leaders Told Us in 2026
45 pieces of information to open one account. More than 100 CRM processes kicked off by hand. 68 hours to re-key one advisor transition. Twelve numbers RIA operations leaders shared with us this year.
Caddi Blog4 min readStart Billing the 0.1
The four-minute email and the two-minute call are real work that most partners never bill. What those tenths add up to, why they get written off, and how firms get them back without a timer.
Caddi Blog5 min readThe Business of Law in Numbers: What Law Firm Operations Leaders Told Us in 2026
45 minutes a week per attorney rebuilding time. 70 to 90 percent of each new matter retyped. 2,500 emails a day filed by hand. Twelve numbers law firm operations, finance, and IT leaders shared with us this year.
Caddi Blog5 min readMeta Muse for RIAs: what to check first
What Meta's Muse does, where it helps an RIA, and the five questions to answer before it touches account opening, CRM updates, and service requests: repeatability, supervision, records, client data, and reach.
Caddi Blog10 min readOpenAI Dots for Law Firms: what to check first
What OpenAI's dots does, where it helps a law firm, and the five questions to answer before it touches matter intake, conflicts, filing, and billing: repeatability, supervision, records, client data, and reach.
Caddi Blog10 min readGrok Bot vs. Muse vs. Dots for Professional Services Firms
xAI, Meta, and OpenAI each shipped an always-on agent this fall. How they compare on what a law firm, RIA, or accounting firm has to answer first: repeatability, supervision, records, and client data.
Caddi Blog8 min readGrok Bot for Professional Services: what to check first
What xAI's Grok Bot does, where it helps a professional services firm, and the five questions to answer before it touches document collection, engagement setup, and data entry: repeatability, supervision, records, client data, and reach.
Caddi Blog10 min readGrok Bot for RIAs: what to check first
What xAI's Grok Bot does, where it helps an RIA, and the five questions to answer before it touches account opening, CRM updates, and service requests: repeatability, supervision, records, client data, and reach.
Caddi Blog10 min readOpenAI Dots for RIAs: what to check first
What OpenAI's dots does, where it helps an RIA, and the five questions to answer before it touches account opening, CRM updates, and service requests: repeatability, supervision, records, client data, and reach.
Caddi Blog9 min readGrok Bot for Law Firms: what to check first
What xAI's Grok Bot does, where it helps a law firm, and the five questions to answer before it touches matter intake, conflicts, filing, and billing: repeatability, supervision, records, client data, and reach.
Caddi Blog10 min readOpenAI Dots for Professional Services: what to check first
What OpenAI's dots does, where it helps a professional services firm, and the five questions to answer before it touches document collection, engagement setup, and data entry: repeatability, supervision, records, client data, and reach.
Caddi Blog10 min readMeta Muse for Law Firms: what to check first
What Meta's Muse does, where it helps a law firm, and the five questions to answer before it touches matter intake, conflicts, filing, and billing: repeatability, supervision, records, client data, and reach.
Caddi Blog10 min readMeta Muse for Professional Services: what to check first
What Meta's Muse does, where it helps a professional services firm, and the five questions to answer before it touches document collection, engagement setup, and data entry: repeatability, supervision, records, client data, and reach.
Caddi Blog10 min readWhat Are Verifiable AI Agents?
Grok Bot, Muse, and Dots can work inside your apps around the clock. For a law firm or an RIA, the question is whether anyone can check what the agent did. Five properties of an agent you can verify, and why approval prompts are not enough.
Caddi Blog9 min readAdvisor Transition Checklist: Onboarding a Breakaway Team (Operations Guide)
The operations plan for the RIA receiving a breakaway team: what to build before the advisor resigns, how to turn each client yes into a clean packet the same day, and how to run ACAT transfers, NIGO fixes and billing household by household.
Caddi Blog14 min readThe Law Firm COO: What the Role Owns, How It Is Measured, and Where to Start
What a law firm chief operating officer does, how it differs from an executive director or firm administrator, the scorecard it answers for, and a practical first 90 days.
Caddi Blog5 min readThe RIA Operations Tech Stack (2026): A Buyer's Map by Workflow
The RIA back office mapped by workflow: CRM, portfolio and billing, custodians, planning, documents, meeting notes and compliance, what breaks between each layer, and where automation fits.
Caddi Blog11 min read
Details are compiled from Caddi's website and public sources, last verified Oct 6, 2026. Features and pricing change — confirm on the official site before you buy.
Try Caddi
Freemium · from $250/month
Tags
- AI Agents
- Back-Office Automation
- Operations Engine
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