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Description

Caddi is an innovative platform that leverages AI to streamline back-office tasks by identifying and automating repetitive activities within the existing tools that your team employs. It accomplishes this by analyzing user activity from various connected systems, which only requires read-only access, to pinpoint frequently executed manual processes, ranking them based on potential time savings and certainty, and highlighting which workflows should be developed. To onboard Caddi, you instruct it similarly to training a new employee: by sharing your screen to demonstrate the job, verbally explaining each step, outlining rules, addressing exceptions, and refining the workflow through conversation. Subsequently, Caddi creates an automated loop that integrates seamlessly with existing tools while also monitoring for any anomalies that may require further attention. The platform uses deterministic code for tasks that require precision, while employing AI for scenarios that involve decision-making, ensuring consistent handling of the same inputs. Every execution is meticulously logged and can be replayed, providing insights into the automation's decisions, the rationale behind those choices, and the permissions utilized. This comprehensive logging not only enhances transparency but also facilitates continuous improvement by allowing users to review and refine the automated processes over time.

Description

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Box Yes 
HubSpot CRM Yes 
Microsoft Copilot Yes 
Salesforce Yes 
Adobe Acrobat Sign No 
Amazon Bedrock No 
Google Docs No 
Google Maps No 
Harvey AI No 
HighQ No 
Kira No 
Microsoft Entra ID No 
Microsoft Power BI No 
NetDocuments No 
Notion Yes 
OneSpan Sign No 
OpenAI No 
Slack Yes 
Zoom Yes 
greenID No 

Integrations

Box Yes 
HubSpot CRM Yes 
Microsoft Copilot Yes 
Salesforce Yes 
Adobe Acrobat Sign Yes 
Amazon Bedrock Yes 
Google Docs Yes 
Google Maps Yes 
Harvey AI Yes 
HighQ Yes 
Kira Yes 
Microsoft Entra ID Yes 
Microsoft Power BI Yes 
NetDocuments Yes 
Notion No 
OneSpan Sign Yes 
OpenAI Yes 
Slack No 
Zoom No 
greenID Yes 

Pricing Details

$250 per month
Free Trial No 
Free Version Yes 

Pricing Details

Standard 3-Year SaaS Subscription Agreement. Tiered Pricing Structure Facilitates Reduced TCO & Increased ROI.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Caddi

Founded

2024

Country

United States

Website

www.trycaddi.com

Vendor Details

Company Name

Neota

Founded

2010

Country

United States

Website

www.neota.com

Product Features

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking No 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Data Management

Customer Data Yes 
Data Analysis Yes 
Data Capture Yes 
Data Integration Yes 
Data Migration Yes 
Data Quality Control No 
Data Security Yes 
Information Governance Yes 
Master Data Management Yes 
Match & Merge No 

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

No-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing No 
Deployment Management Yes 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management Yes 
Performance Monitoring Yes 
Requirements Management No 
Templates Yes 
Visual Modeling Yes 
Web / Mobile App Development Yes 
Workflow Management Yes 

Robotic Process Automation (RPA)

Analytics No 
Attended Automation No 
Code-free Development Yes 
Image Recognition No 
Optical Character Recognition No 
Process Builder No 
Third Party Application Integration No 
Unattended Automation No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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