Caddi is an AI automation platform that discovers repetitive back-office workflows and builds agents to handle them across existing tools. Users train agents through chat and screen-share sessions, teaching processes the way they would onboard a new hire. Caddi integrates with over 150 tools including Outlook, DocuSign, Salesforce, and NetDocuments. Leadership teams can govern every agent run with full audit logs, and the platform is SOC 2 Type II certified. It is purpose-built for law firms, RIAs, accounting firms, and insurance carriers.