Caddi · 2× · tolest 03. Sept. 2026
32
Momentum
Caddi is an AI automation platform by Caddi Inc., a startup founded in Seattle in 2024/2025 (not to be confused with the Japanese manufacturing software provider CADDi Inc.). Users record a recurring screen task once with voice commentary ("Automation by Demonstration"); Caddi converts this recording into a deterministic, code-based automation workflow that runs independently across the tools used and logs every step. The focus is on back-office processes in regulated industries such as law firms, RIAs, banks, and insurance companies. The product is distributed via the proprietary domain trycaddi.com and is SOC 2 Type II certified.
Momentum-Verloop
08.06.06.09.
Features
| Compliance/Certification | SOC 2 Type II attested; data handled under Data Processing Addendum, customer data never used for model training (zero-retention terms for OpenAI/Anthropic calls) |
| Deployment Model | Cloud-hosted; once built, automations run deterministically (code-based) with no AI model in the runtime loop, unattended in the background |
| Use Case Scope | Automation of back-office tasks (document filing, email triage, client intake, pre-billing, conflict checks) for law firms, RIAs, banks, credit unions, mortgage companies and insurers |
| Integrations | 150+ native integrations (incl. Outlook, DocuSign, SharePoint, Salesforce, NetDocuments, Aderant, ADP, Clio, Addepar) |
| Platform | Cloud-based web app (app.trycaddi.com) with screen-recording tool; runs across existing tools like Outlook, DocuSign, SharePoint, Salesforce |
| Price | Tiered plans: Professional, Business, Corporate (e.g. 50,000 credits/month, up to 100 automations) and Enterprise (custom, 100,000 credits/month, up to 200 automations) – pricing on request |
| Release Date | March 5, 2025 (official launch after stealth phase) |