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Caddi

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From $250/mo Free plan WebAPIBrowser extension
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Spec score 9.2 #2 of 28 in Legal Conflict Checking Software

What it is

Caddi automates repetitive back-office work across tools used by legal, financial, and other professional services firms. Discover reads connected systems, ranks recurring work, and presents evidence for its findings. Teams can teach agents a process by screensharing and explaining it, without coding. Govern keeps run history and lets users replay decisions, including the permission applied to each one. 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 operate within a user’s existing access, process changes need 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, billed monthly.

Spec sheet

What it does
Caddi is an AI operations platform that discovers repetitive work, turns narrated screen recordings into automations, and governs agent runs across existing business systems.Read 15 Oct 2026 · trycaddi.com
Purpose
Caddi automates repetitive back-office work across the tools a firm already uses.Read 29 Sep 2026 · trycaddi.com
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.Read 15 Oct 2026 · trycaddi.com
Integrations
The integrations page lists 70+ live connectors and says connectors for public APIs can be built within 24 hours of a request.Read 29 Sep 2026 · trycaddi.com
Security
Caddi says it is SOC 2 Type II compliant and that connected-system contents are not used to train models.Read 29 Sep 2026 · trycaddi.com
Support
The help center offers Getting Started, FAQs, integrations, settings, and product update materials from the Caddi team.Read 29 Sep 2026 · help.trycaddi.com
Maker
The site identifies the company as Caddi Technologies LLC.Read 29 Sep 2026 · trycaddi.com
AI models
Caddi says it selects OpenAI, Anthropic, or Google models by task and supports customer-supplied API keys.Read 15 Oct 2026 · trycaddi.com
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.Read 15 Oct 2026 · trycaddi.com
Authentication
Connections use OAuth and SSO, with each user approving access under their own existing credentials rather than giving Caddi a password.Read 15 Oct 2026 · trycaddi.com
Automate
Users teach workflows by screensharing and explaining the task, after which Caddi builds an automation and asks for clarification on ambiguous cases.Read 15 Oct 2026 · trycaddi.com
Building automations
Teams can teach agents by screensharing and explaining a process without technical expertise or coding.Read 29 Sep 2026 · trycaddi.com
Company founded year
LinkedIn lists Caddi as founded in 2024.Read 15 Oct 2026 · linkedin.com
Company headquarters and size
LinkedIn lists Caddi as privately held, headquartered in Seattle, Washington, with 11-50 employees.Read 15 Oct 2026 · linkedin.com
Company legal name
The legal terms name Caddi Technologies, Inc., doing business as Caddi.Read 15 Oct 2026 · trycaddi.com
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.Read 15 Oct 2026 · status.trycaddi.com
Custom connector promise
Caddi says it can build a connector within 24 hours when a requested application has public API documentation.Read 15 Oct 2026 · trycaddi.com
Deterministic execution
Caddi says production runs use deterministic code for fixed steps and bounded AI reasoning where judgment is needed.Read 15 Oct 2026 · trycaddi.com
Discover
Its Discover function reads connected-tool activity in read-only mode, ranks repetitive processes by estimated hours, and suggests loops to build.Read 15 Oct 2026 · trycaddi.com
Discovery
Its Discover feature reads connected systems, ranks repetitive work, and shows evidence behind each finding.Read 29 Sep 2026 · trycaddi.com
Govern
Govern provides firm-wide visibility into processes, run history, decisions, API calls, and work performed by Caddi, Claude, or Copilot.Read 15 Oct 2026 · trycaddi.com
Governance
Govern provides run history and lets users replay decisions, including which permission each decision used.Read 29 Sep 2026 · trycaddi.com
Help documentation
The Help Center contains sections for getting started, product updates, FAQs, integrations, billing, and settings, with 52 integration articles listed.Read 15 Oct 2026 · help.trycaddi.com
Human approval
The maker says changing a process requires human approval and users can pause a loop or disconnect it mid-queue.Read 29 Sep 2026 · trycaddi.com
Integration examples
Listed connected tools include Clio, DocuSign, Outlook, NetDocuments, Salesforce, QuickBooks, and Microsoft Teams.Read 29 Sep 2026 · trycaddi.com
Integrations count
The integrations directory states that more than 80 connectors are live and lists tools such as Salesforce, Clio, Docusign, Box, Google Drive, Gmail, Slack, and Microsoft 365.Read 15 Oct 2026 · trycaddi.com
License and ownership
The terms identify Caddi Technologies, Inc. as owner or licensee of the service source code and other intellectual property and grant customers only a limited internal-use subscription license.Read 15 Oct 2026 · trycaddi.com
Limit: HIPAA status
In a Product Hunt response, Caddi's maker said the product had not received HIPAA compliance certification and was not recommended for patient data.Read 15 Oct 2026 · producthunt.com
Limit: integration dependence
The terms place responsibility for connected-platform availability, API changes, and resulting failures on the third-party providers rather than Caddi.Read 15 Oct 2026 · trycaddi.com
Local-file limitation
The technology page says Caddi works with cloud-synced documents and mailboxes but not files sitting on a user's desktop.Read 15 Oct 2026 · trycaddi.com
Model retention
The maker says OpenAI and Anthropic calls run under zero-retention terms.Read 29 Sep 2026 · trycaddi.com
Model-training policy
Caddi says connected-system contents are not used to develop AI models, while accounts covered by a Data Processing Addendum exclude their content from model development entirely.Read 15 Oct 2026 · trycaddi.com
Notable news
Product Hunt lists Caddi as launched in 2026 and ranked #2 for the day on its launch listing.Read 15 Oct 2026 · producthunt.com
Permissions
Caddi says agents use one scope per system under the access the user already had, with no standing admin.Read 29 Sep 2026 · trycaddi.com
Praise: repetitive admin work
Product Hunt discussion characterized Caddi as useful for handling boring, repetitive administrative tasks.Read 15 Oct 2026 · producthunt.com
Praise: screenshare teaching
Product Hunt commenters described talking through a task while doing it as more natural than manually building a workflow diagram.Read 15 Oct 2026 · producthunt.com
Rating on G2
0.0 out of 5 from 0 reviews; G2 says there are not enough reviews to provide buying insight.Read 15 Oct 2026 · g2.com
Run logging
The company says every API call and action is logged with the acting identity, accessed objects, and produced result, with exportable records.Read 15 Oct 2026 · trycaddi.com
Security certification
Caddi states that it maintains SOC 2 Type II compliance for security, availability, and confidentiality, attested by an independent auditor.Read 15 Oct 2026 · trycaddi.com
Security controls
The company states that data is encrypted in transit and at rest and that it performs weekly penetration testing.Read 15 Oct 2026 · trycaddi.com
Service territory
The terms say the service is offered solely to users located in the United States and excludes users accessing it from the EEA, UK, or Switzerland.Read 15 Oct 2026 · trycaddi.com
Target users
Caddi describes its audience as legal, financial, and other professional services firms.Read 29 Sep 2026 · trycaddi.com
Terms outage limitation
The terms disclaim guarantees of continuous availability and say Caddi is not liable for interruptions caused by maintenance, technical failures, or third-party outages.Read 15 Oct 2026 · trycaddi.com

Plans and prices

Individual Free Free for one user; no time limit 200 credits/month · 10 active loops · 1 user · 30-day run history · standard integrations · knowledge-base support Read 15 Oct 2026 · trycaddi.com
Startup $250 a month Billed monthly; cancel anytime Up to 10 employees · 1,000 credits/user/month · 20 active loops · standard integrations · team management · extra credits $1.25 each · extra active loop $100/month Read 15 Oct 2026 · trycaddi.com
Team $250 a month per user / month; billed monthly. Cancel anytime. 1,000 credits per user per month · unlimited users, billed per user · 20 active loops · extra credits $1.25 each · extra active loops $100 per month Read 29 Sep 2026 · trycaddi.com
Business $6,500 a month Billed monthly Unlimited users and loops · 20,000 credits/month · advanced integrations · SSO · centralized MFA · standard DPA · 99% uptime SLA · 2-day support response · 24 training/discovery hours/year · $5,000-$15,000 implementation Read 15 Oct 2026 · trycaddi.com
Enterprise Priced on request Annual agreement, priced to the firm 50,000 credits/month (100,000 Silver) · unlimited users and loops · integration governance · priority execution · multi-instance integrations · same-day support · 48 training/discovery hours/year · Silver adds SCIM, action-level audit logs, custom LLM endpoints, phone/Slack support and named account manager Read 15 Oct 2026 · trycaddi.com

Every Caddi plan and price →

Strong points and limits

Strong points

  • More than 70 live connectors listed
  • Agents use users’ existing system access
  • Human approval required for process changes
  • Free plan includes one user and 200 credits
  • Run history supports replaying decisions

Limits

  • Free plan is limited to one user
  • Free plan includes 10 loops per month
  • Team costs $250 a month per user
  • Free plan has 30 days of run history

Who it suits

Caddi is aimed at legal, financial, and other professional services firms that want to automate repetitive back-office processes across their existing systems.

Verdict

Caddi offers process discovery, agent training, run oversight, and a free individual tier. Teams considering paid use should account for the per-user monthly Team price and its credit and active-loop limits.

Where Specifiction places it

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