Caddi vs Scalata
Caddi
trycaddi.comScalata
scalata.aiSide by side
| Figure | Caddi | Scalata |
|---|---|---|
| Price from | $250/mo | $20/mo |
| Free plan | Yes | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 5 | 3 |
| Spec score · Legal Conflict Checking Software | 9.2 (#2) | 7.4 (#21) |
| 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. | Enterprise licenses support on-premises or VPC deployment, according to the pricing FAQ. |
| Governance | Govern provides run history and lets users replay decisions, including which permission each decision used. | The maker says answers are grounded in customer data and cited, and high-stakes outputs should be reviewed and validated by customers before acting. |
| Integrations | The integrations page lists 70+ live connectors and says connectors for public APIs can be built within 24 hours of a request. | The maker lists connectors including Gmail, Outlook, Google Drive, Microsoft 365, Slack, Salesforce, Jira, HubSpot, Snowflake, PostgreSQL, Amazon S3, and Azure Blob Storage. |
| Security | Caddi says it is SOC 2 Type II compliant and that connected-system contents are not used to train models. | The maker states that data is encrypted in transit with TLS 1.2+ and at rest with AES-256, with segregated cloud environments and least-privilege access. |
| Support | The help center offers Getting Started, FAQs, integrations, settings, and product update materials from the Caddi team. | The enterprise page describes built-in support and directs prospective customers to contact sales or book a demo. |
Plans
Caddi
- IndividualFree
- Startup$250 a month
- Team$250 a month
- Business$6,500 a month
- EnterprisePriced on request
In their own words
Caddi
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.
Scalata
Scalata is a generative AI framework for regulated fields including finance, healthcare, insurance, legal, and government. Its specialized systems cover document analysis, workflow automation, financial modeling, code generation, tables, charts, and portfolio summaries. The maker lists hedge funds, banks, private-credit funds, servicers, trustees, and asset holders among its intended users. Connectors include Gmail, Outlook, Google Drive, Microsoft 365, Slack, Salesforce, Jira, HubSpot, Snowflake, PostgreSQL, Amazon S3, and Azure Blob Storage. Connector actions can be allowed, set to ask first, or disabled; writes require approval by default, while destructive actions are disabled or gated. Scalata says its answers are grounded in customer data and cited, and that customers should validate high-stakes outputs before acting. It states that customer data is encrypted in transit with TLS 1.2+ and at rest with AES-256. The Free plan is free. Pro is $20 a month, billed monthly; annual billing saves 20%. Max is $100 a month, billed monthly, and marked coming soon.