Caddi AI Agent: Automating Back-Office Operations

Caddi has launched a new AI agent designed to build and govern back-office agents for businesses. This AI discovers repetitive work, learns each process like a new employee, and then oversees every agent it creates with a full audit trail. This technology targets industries with large back offices, such as wealth management, law firms, and insurance companies. Caddi's co-founder and CEO, Alejandro Castellano, states that back-office work is often underestimated due to its complex, multi-branched processes. The AI agent first identifies and ranks a firm's processes by frequency and cost. Then, it's trained by observing an expert perform the work, suggesting improvements and clarifying ambiguities in real-time. This method aims to capture exception handling quickly, a process that usually takes months. Caddi's agents use AI only for tasks requiring judgment, with deterministic code for all other steps. This approach ensures consistent performance and cost. Every agent run creates a replayable record, and the system is SOC 2 Type II compliant. Customers are already using this technology. For example, one investment advisor is managing significant growth without expanding its transitions team, and a law firm tripled its daily inbound mail without adding staff. This innovation could significantly change how businesses manage complex back-office operations, improving efficiency and reducing manual effort.