Caddi
Caddi is an AI agent platform for wealth management and law firm back offices. According to its official website, it first reads and scans your operation records in emails, documents and accounting systems to identify repetitive work that can save working hours. It then uses screen recording explanations to teach the work to the AI agent, and keeps records of each operation, covering scenarios such as customer access, email sorting, archiving and reconciliation.
Updated: 2026-10-26
What is Caddi?
Caddi's official website positions itself as the "AI Operating System for Wealth and Law Operations," targeting wealth management firms and law firm back offices. Unlike general automation platforms, it does not require users to first figure out what to automate: its AI process mining, as stated on the official website, first performs a read-only scan of users' operations across tools such as Outlook, Docusign, Aderant, and NetDocuments, identifies the truly repetitive work and prioritizes it based on man-hours saved, and then assigns intelligent agents to execute the tasks.
Who is it for?
- Operations directors, COOs, and legal operations roles at wealth management firms and law firms
- Back-office teams with a high volume of cross-system repetitive work such as customer onboarding, email sorting, document filing, and trust payment reconciliation
- Law firms already using tools such as Outlook, Docusign, Aderant, NetDocuments, iManage, and QuickBooks
- Managers who need to prove automation benefits to the executive team and also require traceable records for audit purposes
Key features
5Discover Process Mining
According to the official website, it reads activity logs from connected tools in read-only mode, runs in the background for about 15 to 30 minutes, and sorts repetitive tasks by the number of hours they can save. In the example, "Inbox Sorting and Item Archiving" saves approximately 152 hours per year, and it lists the number of emails read, the number of envelopes opened, and the number of exceptions to be reviewed as evidence.
Automate Screen Recording Tutorial
The official website states that it works like onboarding a new employee by sharing the screen to demonstrate the task step-by-step and explain it. The AI agent memorizes the rules and edge cases (the example interface shows 12 rules captured). According to the website, it takes an average of about 45 minutes to build the first AI agent.
Hybrid Agents
The official website states that code is responsible for parts that must be precise, while AI is only used where judgment is required, and claims that this makes the agents more reliable and easier to maintain than general-purpose agents.
Unified Governance
According to the official website, every operation is recorded, and the skills handed over to Claude or Copilot will also return decisions and API calls to form a firm-level view, showing what should be automated, what has been automated, and what is still done manually.
Compliance & Security
The official website lists SOC 2 Type II and 150+ integrations, and states that every run leaves a log, with the run history distinguishing between completed tasks and "on hold pending processing".
How to use Caddi
- Run Discover first: The official website clearly states that it is read-only and will not alter or move anything.
- It runs in the background for 15 to 30 minutes to generate results.
- You can review the evidence before discussing the authorization scope.
- Prioritize processes with high confidence levels.
- the official website labels each finding with a confidence level and annual automation man-hours.
- do not start with processes that have the most exceptions and require the most judgment.
- Clarify exceptions during screen recording: The official website example shows that "only one party signs" is captured as a rule (hold first and do not archive).
- Stating such boundaries will prevent the agent from missing them.
- Authorization and compliance need to be confirmed separately: The official website states that it has SOC 2 Type II certification, over 150 integrations, and logs are kept for each run.
- However, when it comes to customer data and financial vouchers, a written confirmation of the data processing agreement and the principle of least privilege is still required.
- After launch, use Govern's audit logs for review, treat "on hold" entries as signals for pending rule improvements, and don't just look at the overall success rate.
Traffic & popularity
Data month Sep 2026
Caddi receives about 75.8K visits per month and ranks #399,724 worldwide.
Monthly visits
12 monthsTraffic sources
- Direct33.9%
- Search25.5%
- Display ads16.4%
- Social12.4%
- Referrals5.1%
- Other6.6%
Top countries
- United States69.8%
- United Kingdom13.4%
- India11.8%
- Canada5.0%
Estimated from third-party traffic data.
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