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Caddi Review 2026: AI Agents for Back-Office Workflow Automation

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  Caddi Review 2026: AI Agents for Back-Office Workflow Automation Businesses use dozens of software systems every day. Employees may move between email, CRM platforms, document management systems, accounting software, e-signature tools and other applications just to complete a single process. While each individual step may look simple, repetitive back-office work can consume a significant amount of time. Caddi is designed to address this problem with AI-powered workflow automation. Instead of asking businesses to manually design every automation, Caddi aims to discover repetitive work, learn how employees perform it, build an automation and then monitor every run. The platform currently positions itself around professional-services organizations, including wealth management firms, law firms and insurance companies. Caddi at a Glance Category Caddi Product Type AI Workflow Automation Platform Main Focus Repetitive Back-Office Work AI Agents Yes ...