Caddi Review (2026): Pricing, Features & Honest Verdict

Caddi is a back-office automation platform for professional services firms that turns a narrated screenshare into a running agent. The pricing page is the most complete we have read all month, and it also reveals a $0 to $250 cliff with nothing in between. Best for: law, wealth and accounting firms with repetitive cross-system admin. Price: From $0 (free plan: yes). Rating: 7.0/10.

What is Caddi?

Caddi watches how your firm already works, finds the tasks that repeat, and asks someone to screenshare one of them while explaining what they are doing. The recording and the explanation become an automation that runs against your real tools: Clio, Salesforce, NetDocuments, DocuSign, Outlook, iManage, Wealthbox, Tamarac. The company calls the approach record-to-code, and the resulting automations are called loops.

It was founded in 2023 by Alejandro Castellano, who is CEO, and Aditya Sastry, who is CTO, after six months of incubation at the AI2 Incubator, the startup arm of the Allen Institute for AI. Caddi raised a $5 million seed round led by Ubiquity Ventures with Founders’ Co-op and the AI2 Incubator joining. It launched Loop Studio, its design canvas, alongside a Product Hunt run that put it at number two with 152 upvotes. The site carries SOC 2 Type II and claims 150 or more integrations, though the navigation menu says “automate 80+ tools” on the same page, so somebody has not updated one of those numbers.

What Are Caddi’s Key Features?

Discovery that ranks work by how often it happens

This is the part we found most useful and it is the part most automation vendors skip. Caddi reads your connected systems and surfaces the processes that keep recurring, scored by frequency and confidence. The demo shows inbox triage at 1,204 runs a month with 91% confidence, contract filing at 412 a month, and calendar-to-time-entry at 312. You are choosing what to automate from observed activity rather than from a partner’s guess about where the pain is. Most firms pick automation targets badly, and this fixes the input to that decision.

Teach by screenshare, not by building a flowchart

In Loop Studio the person who actually does the job demonstrates it on screen while the agent asks clarifying questions. Each answer becomes a rule inside the finished automation. This is a meaningfully lower bar than Zapier or Make, where somebody has to translate a human process into nodes and branches. The people who know the process are rarely the people who can build the flow, and Caddi removes that handoff.

Hybrid execution with a replayable record

Caddi calls the model only where judgment is required and runs deterministic code everywhere else. That means the same input takes the same path every run, and every execution produces a log you can replay. For a regulated firm this is the difference between a tool you can adopt and one your compliance officer kills in week two. Run history is 30 days on the lower plans and two years on Business and Enterprise.

Loopy, the agent that manages the other agents

Loopy is the chat layer, currently marked early access, where you ask what should be automated, kick off a build, or ask about a specific run. It is the “agent that builds agents” from the launch tagline. It is also the newest and least proven part of the product, so weight it accordingly when you evaluate.

How Much Does Caddi Cost?

Caddi starts at $0 and runs to $6,500 per month before you get to a custom quote. The Individual plan is free for one user with no time limit, and includes 200 credits per month, 10 active loops, 30 days of run history, MFA and a security log. Team is $250 per user per month with 1,000 credits per user, 20 active loops and self-serve signup. Business is $6,500 per month flat for unlimited users, 20,000 credits, 100 active loops, SAML SSO, two years of history and a 99% uptime SLA. Enterprise is custom and starts from 50,000 credits and 200 active loops.

Credit sizing is published, which puts Caddi ahead of most of the market: standard AI data extraction costs 1 credit per page. Overage is published too, at $1.25 per extra credit on Team, $0.75 on Business and from $0.60 on Enterprise. Extra active loops are $100 per month on every paid plan. Nothing stops when you go over on a paid plan.

Now the number that should decide your plan. The overage rate falls as you climb the tiers, but the price of your included credits goes up. Team gives you 1,000 credits for $250, which is $0.25 a credit. Business gives you 20,000 credits for $6,500, which is $0.325 a credit, 30% more expensive per credit than the tier below it. Run that forward and it gets worse: a 20-person firm on Team pays $5,000 a month for 20,000 credits, while Business charges $6,500 for the identical 20,000 credits. You are paying $1,500 a month for the loops, the SSO, the SLA and the longer history, not for capacity. That may well be worth it. It is just not what the pricing page implies.

The other issue is the gap at the bottom. Individual is free forever with no time limit, but 200 credits is 200 pages of extraction a month, which one busy morning of intake will eat. The next rung up is $250 per user per month. There is no $29 or $49 tier for a solo practitioner or a two-person firm, so the moment you outgrow the free plan you face a 250x step. Compare that with Gumloop at $37 a month or Zapier’s Professional plan from $19.99, and the entry point here looks steep for anyone below firm scale.

Who is Caddi Best For?

Use Caddi if you run operations at a law firm, an RIA, an accounting practice or an insurance business with 10 or more people, and your admin work spans several systems that do not talk to each other. Client intake, conflict checks, document filing, pre-billing review and time entry from the calendar are the named use cases, and they are all real, expensive and repetitive. The integration list is specific to these industries rather than generic, which is the whole point.

Use Caddi if governance matters. SOC 2 Type II, per-run logging, deterministic execution paths and centralized integration governance on Enterprise are the features that get a tool past a firm’s risk committee.

Skip Caddi if you are a solo operator or a small startup. The free plan is a demo, and the first paid tier costs $3,000 a year per person. General-purpose automation tools will serve you better at that size.

Skip Caddi if your workflows live inside one system. If everything happens in Salesforce, native automation is cheaper and closer to the data.

Best Caddi Alternatives

Gumloop starts at $37 per month with a 14-day trial and covers general-purpose AI workflow automation with a visual builder. It is a fraction of Caddi’s entry price and considerably more flexible across industries. What you lose is the discovery step, the screenshare teaching model, and any integration built specifically for legal or wealth software.

Zapier remains the default and is free forever for 100 tasks a month, with Professional from $19.99 and Team from $69. Its Agents product runs $400 annually for 1,500 runs, about $33.33 a month. Nothing else comes close on breadth of connectors. It also expects you to build and maintain the logic yourself, which is exactly the work Caddi is selling you out of.

Lindy has a free tier and paid plans at $29.99, $99.99 and $199.99 per month for 3,000, 15,000 and 35,000 credits. It sits between the two: more agentic than Zapier, far cheaper than Caddi, and without the professional-services specialisation or the governance story.

Final Verdict: Is Caddi Worth It?

Caddi has built the right product for a market that has been badly served by horizontal automation tools. Law firms and RIAs do not need another node editor, they need something that watches the work, ranks it by cost, and gets taught once by the person who does it. The discovery-first sequence, the deterministic execution, the replayable logs and SOC 2 Type II add up to a tool that a compliance-minded firm can actually deploy. Publishing the full price ladder including overage rates and the credit definition puts them in the top tier of vendors we have reviewed this year on transparency alone.

The reservations are about shape rather than substance. Per-credit cost rises 30% when you move from Team to Business, so read that jump as buying governance and loops rather than capacity, and do the arithmetic for your headcount before you commit. And the leap from a free plan to $250 per user per month leaves small firms with nowhere to go. If you have a real back office and a real compliance function, Caddi is worth a demo and probably worth the money. If you are under about ten people, wait for a middle tier or use Lindy.