Caddi Workflow Automation

Caddi Workflow Automation

AI-powered platform automating professional workflows

Overview

Caddi Workflow Automation helps professional services firms automate repetitive tasks with an AI-powered, no-code platform. It works by letting users set up automated workflows that handle routine work, tick off tasks, and integrate with existing systems, all through a subscription service. The platform emphasizes security and privacy with enterprise-grade protocols to meet industry standards, enabling teams in legal, finance, and other professional fields to deploy automations without technical expertise. What sets Caddi apart is its focus on accessibility for non-technical users, its specialization in professional services, and its emphasis on collaboration and fast action to turn ideas into automated workflows quickly. The overall aim is to free professionals from repetitive work, boost productivity, and spark innovation across client-facing and internal processes.

About Caddi Workflow Automation

Simplify's Rating
Why Caddi Workflow Automation is rated
C+
Rated C on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

AI & Machine Learning

Company Size

11-50

Company Stage

Seed

Total Funding

$5M

Headquarters

Seattle, Washington

Founded

2023

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Simplify's Take

What believers are saying

  • August 24, 2026 launch extended Caddi into wealth, law, and insurance workflows.
  • Current customers include a Barron's Top 10 RIA, Palace Law, and an Am Law 100 firm.
  • SOC 2 Type II and 100-plus integrations reduce procurement friction for regulated buyers.

What critics are saying

  • Microsoft Power Automate and UiPath already own enterprise automation budgets.
  • At $5,000 monthly, September 2026 pricing blocks smaller firms and slows expansion.
  • If Discovery, Box, and agent building fail adoption, Caddi becomes a feature, not a company.

What makes Caddi Workflow Automation unique

  • Discovery on September 3, 2026 discovers repetitive work before buyers define it.
  • Loop Studio turns employee demonstrations into governed agents with replayable execution.
  • Box integration on September 2, 2026 anchors Caddi inside regulated document workflows.

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Funding

Total Funding

$5M

Above

Industry Average

Funded Over

1 Rounds

Seed funding is usually the first official round after pre-seed, when a startup has a prototype or concept. It’s typically used to develop the product, test the market, and start building the team. Investors here are often angel investors or early-stage venture capitalists.
Seed Funding Comparison
Above Average

Industry standards

$3.3M
$2M
Netflix
$2.3M
Instacart
$3M
Robinhood
$5M
Caddi Workflow Automation

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Company Equity

Flexible Work Hours

Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

↑ 0%

1 year growth

↑ 0%

2 year growth

↑ 0%
GeekWire
Sep 8th, 2026
Tech Moves: T-Mobile appoints CFO; Microsoft and Blue Origin VPs depart; AZX and Caddi name leaders.

Tech Moves: T-Mobile appoints CFO; Microsoft and Blue Origin VPs depart; AZX and Caddi name leaders. - Telecom giant T-Mobile announced that Jessica Uhl will join as chief financial officer-designate later this month, and succeed Peter Osvaldik as CFO in February. Uhl served as CFO of Shell and worked for the global oil and energy giant for more than 17 years. She joins T-Mobile from GE Vernova, where she was president. "I am thrilled to welcome Jessica to T-Mobile," Srini Gopalan, president and CEO of T-Mobile said in a statement. "She brings deep financial and strategic acumen, capital allocation expertise and an innovative growth mindset that is a perfect fit for T-Mobile's next era." Osvaldik will transition to strategic advisor and retire from T-Mobile in July. He joined the company in 2016 and became chief financial officer in 2020. Osvaldik's tenure "has been defined by disciplined financial stewardship, consistent financial outperformance, and an unwavering commitment to T-Mobile's mission," the company said. The move marks the latest leadership shakeup at the Bellevue, Wash.-based company. Mike Katz, T-Mobile's chief business and product officer, announced his departure in July, and Chris Sambar was named chief enterprise officer. T-Mobile has cut 470 jobs in its home state this year and closed numerous retail locations. - Brent Colburn, Microsoft's vice president of global public affairs, is resigning after three years, effective mid-October. "Stepping away from Microsoft is not a decision that I made lightly, but ultimately it is the right one for me and my family," said Colburn, who has been commuting weekly between his home in Oakland, Calif., and Microsoft's Redmond, Wash., headquarters. Colburn's career has spanned leadership roles in government, academia and philanthropy. That includes serving as principal advisor to the secretary of defense for communications and chief of staff to then-Secretary Shaun Donovan. More recent roles include communications vice president for the University of California in Oakland, Princeton University and the Chan Zuckerberg Initiative. - After nearly 13 years, Audrey Powers has left Blue Origin, the aerospace company founded by Jeff Bezos that develops reusable rockets, spacecraft and rocket engines. She was on Blue Origin's October 2021 spaceflight that also carried "Star Trek" star William Shatner and two others. "Hopefully, I've helped change peoples' impressions of rockets (they land, too), astronauts (they are everyone), and our Earth," Powers said, adding that she was sad to leave, but grateful that she took a chance on "a little startup no one had heard of." Powers held the title of deputy and vice president of the New Shepard Business Unit, which is the program that carries people and research payloads into suborbital space. She is an attorney who has previously worked at NASA as a flight controller and as a senior systems engineer at Lockheed Martin. - Michael Levi has joined AZX as chief commercial officer of the Bellevue-based startup, which works with utilities and other industries to build in-house AI technologies supporting their missions. Levi is based in San Francisco and was previously vice president of marketing and growth for KloudGin, where he helped reposition the company's field service software into an AI-native platform for utilities and the public sector. He earlier founded L1CG, a go-to-market advisory, and has held leadership roles in energy, renewables, supply chain and fintech. - Jason Alafgani was named head of marketing for Caddi, a Seattle startup that launched out of AI2 Incubator and is automating basic business operations with generative AI. Alafgani is the co-founder of startups including the podcast company Jellypod and worked as marketing leader for Appwrite, Dodgeball, Mode and others. - Dr. Amir Iravani has joined Los Angeles-based UCLA Health as director of the theranostics program, which focuses on treating cancer using targeted radiation therapy. Iravani previously served as theranostics clinical director at Fred Hutchinson Cancer Center in Seattle and was an associate professor of radiology at the University of Washington School of Medicine. - Portland Metro Region Innovation Hub has hired Kelly Lyons as director of the organization, which provides networking, coaching, funding and other support to entrepreneurs. Lyons is the founder of two startups and has served in leadership at Core Education, Umpqua Bank and Development House, a social services nonprofit. - DigiStor, a Vancouver, Wash.-based provider of secure data-at-rest protection solutions, appointed Michael Callahan to its board of directors. Callahan co-founded Awake Security and PolyServe, which was acquired by HP.

Caddi
Sep 3rd, 2026
Caddi launches Discovery, the AI that finds your most repetitive work.

Caddi launches Discovery, the AI that finds your most repetitive work. Discovery reads the tools a firm already uses, finds the work its people keep repeating, ranks each finding by the hours it could give back, and hands it to Caddi Studio to build. Caddi - September 3, 2026 Caddi today launched Discovery, a new capability that finds the repetitive work inside a firm before anyone has to name it. Discovery reads activity across the tools a team already works in, spots the tasks that happen the same way again and again, and lists them ranked by the hours a year each one costs. Every finding can be turned into a working automation with one click. Most repetitive work never shows up on a list, and not because it is quick. Prepare the notes before a call, schedule it, log the outcome after: ten minutes each time, eight times a week, across three tools that do not talk to each other. Sixty-nine hours a year, on one task nobody ever named. Discovery is built for that gap: a firm does not have to know what to automate, only which tools to connect. How it works. * Connect the tools you already use. Email, calendar, CRM, documents, chat, e-signature, accounting. Access is read only, and Caddi can never change or move anything. * Run Discovery. It reads recent activity across those tools in the background, usually in 15 to 30 minutes, and confirms each pattern before it shows it. * Read the findings. Each one names the task, shows what Caddi saw, explains why it is worth automating, carries a confidence level, and estimates the hours a year it takes. * Build it. Press Build this and Caddi Studio opens with the finding staged. Loopy drafts the plan, you approve it, and the loop runs on the work already waiting. "Every ops leader we talk to knows their team is doing repetitive work. Almost none of them can tell you exactly where, because the work is small and it hides inside the tools. Discovery goes and looks. It comes back with the list, the evidence, and the hours, and then it builds the fix." Jason Alafgani, Caddi Discovery is the first chapter of how Caddi works. Caddi discovers a firm's most repetitive back-office work, its people train agents on each process over chat and screenshare, and leadership governs every run under full audit. Until now the first step depended on someone knowing what to point Caddi at. Now Caddi points itself. Availability. Discovery is available today in every Caddi workspace, including the free Individual plan. Open the Discovery tab, connect at least two tools, and press Run Discovery. Sign up free to run Discovery on your own tools, or schedule a demo to see it on a firm like yours. Do more with less See Caddi in action. Tell Caddi Technologies, Inc. where to reach you and the calendar opens right here. In 30 minutes Caddi Technologies, Inc.'ll show you how Caddi automates the back-office work that grows with your clients - built, run, and maintained for you. S M T W T F S Enter your email to see available times

Caddi
Sep 2nd, 2026
Caddi + Box: turning managed content into action.

Caddi + Box: turning managed content into action. Law firms and RIAs use Caddi to extend the value of Box by automating the workflows around their documents: Box is the source of truth, and Caddi agents help teams process content, execute firm-specific workflows, and keep connected systems in sync. Caddi - September 2, 2026 Caddi integrates with Box's Intelligent Content Management platform to automate content-driven workflows. Firms that manage their documents securely in Box can train Caddi agents on the work that surrounds those documents, the way they would train a new hire, and then let the agents execute those workflows consistently and transparently. Business documents often arrive through email, e-signature platforms, and client portals. Once they are saved in Box, Caddi can support additional workflow steps such as applying metadata, extracting key information, updating a CRM or matter-management system, and notifying the right people. Caddi helps automate these downstream workflows while Box remains the trusted system for managing and securing the underlying content. "In legal, the problem has never been a lack of information, it's that the information firms already have is scattered across emails, attachments, matters, and disconnected systems. That fragmentation makes it harder to turn institutional knowledge into something the firm can actually use. By securely connecting Caddi's agents with Box, firms can bring automation directly to their enterprise content, organizing and governing information while creating a trusted foundation for AI to put that knowledge to work." Tara Daisy, Managing Director of Legal at Box Together, Box and Caddi create a connected content workflow. Box provides the secure content foundation, collaboration capabilities, permissions, and governance, while Caddi agents work with that content to execute firm-specific processes, extract information, and keep related systems aligned. A few of the agents its customers run today: * Signed-document workflows. When an executed agreement is saved to Box, the agent applies the firm's metadata, updates the related CRM record, and notifies the owner. * Account opening. The agent reads account-opening paperwork managed in Box, extracts the required details, and creates the linked household, person, and new-account records in the CRM. * Content organization. On a nightly schedule, the agent can help apply naming conventions, identify duplicate copies, and route documents under the firm's filing rules. RIAs especially feel this. Custodian paperwork, new account forms, and signed agreements move through an advisory firm every day, and each one may trigger important follow-up work across the CRM and portfolio system after it is securely managed in Box. Law firms see the same pattern with engagement letters and matter documents. In both cases the division of labor is clean: Box is where content is managed, secured, and collaborated on, and Caddi provides the agents that help organizations put that content to work through consistent, repeatable, and logged workflows. See what firms automate on the Caddi + Box integration page, or sign up free and train your first agent on the filing work your team does today. Do more with less See Caddi in action. Tell Caddi Technologies, Inc. where to reach you and the calendar opens right here. In 30 minutes Caddi Technologies, Inc.'ll show you how Caddi automates the back-office work that grows with your clients - built, run, and maintained for you. S M T W T F S Enter your email to see available times

PR Newswire
Aug 24th, 2026
Caddi launches AI agent that builds and governs back-office automation for wealth management, law, and insurance firms

Caddi has launched an AI agent that builds and governs other AI agents for back-office operations in wealth management firms, law firms, and insurance companies. The agent identifies repetitive processes by analysing existing systems, then learns workflows through screen-sharing sessions with employees. The platform captures exception handling and decision trees that typically exist only in employees' knowledge. Caddi's agents use AI for judgement calls but run deterministic code elsewhere, creating replayable records of each process. The system is SOC 2 Type II compliant and connects to over 100 business applications. Current clients include a Barron's Top 10 registered investment adviser, The Planning Center RIA, Palace Law, and an Am Law 100 firm. The agent and Loop Studio design canvas are now available at trycaddi.com. Caddi is backed by Ubiquity Ventures, Founders' Co-op, and the AI2 Incubator.

Pure AI
Aug 24th, 2026
Caddi launches AI system to build and govern back-office agents.

Caddi launches AI system to build and govern back-office agents. Caddi, a provider of AI-powered back-office automation software, has launched an AI agent designed to discover back-office processes and build additional agents to automate them, initially targeting wealth management, legal and insurance firms. The system analyzes activity across a company's existing applications to identify repetitive processes and rank them by frequency and cost. Employees can then demonstrate selected workflows through Caddi's Loop Studio, where the agent asks questions about ambiguous steps and converts answers into operating rules. Rather than using AI for every action, Caddi said its agents invoke models when judgment is required and use deterministic code elsewhere. Each execution produces a replayable record, while administrators can view deployed agents centrally. Caddi reports integrations with more than 100 business applications and SOC 2 Type II compliance. For IT teams, capturing those exceptions during agent development could reduce automation failures after deployment. Centralized auditing is similarly important as organizations move from individual AI assistants toward fleets of agents authorized to perform operational work across multiple business systems. Both the agent and Loop Studio are now available for purchase. Posted by Pure AI Editors on 08/24/2026

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