Caddi, a professional services automation platform, has raised $5m in seed funding to advance its innovative “record-to-code” technology.
The seed round was led by Ubiquity Ventures, with participation from Founders’ Co-op and the AI2 Incubator.
Caddi is focused on transforming the way professional services firms — including law firms, financial advisors, accountants, and consultants — handle repetitive administrative tasks. The company’s platform allows firms to automate their workflows.
At the core of Caddi’s offering is its “record-to-code” approach, which enables professionals to turn basic screen recordings into fully functional, API-driven automations. This allows firms to automate processes such as client intake, document management, and billing simply by demonstrating the workflow to Caddi’s system, eliminating the need for technical expertise or complex training.
The fresh capital will support Caddi’s plans to expand its platform capabilities, onboard new clients through a managed programme, and accelerate the development of a self-serve version of the tool, expected to launch later this year. The self-serve tool aims to empower firms of all sizes to create custom automations by simply recording their processes.
Ubiquity Ventures founding partner Sunil Nagaraj said, “What truly sets Caddi apart is their ability to create reliable, deterministic automations from simple demonstrations. They’ve cracked the code on using AI to make advanced automation accessible to firms without technical resources.”
Caddi co-founder & CEO Alejandro Castellano said, “Our ‘automation by demonstration’ approach means professionals can train Caddi just like they would a new hire. No coding, no IT team, no workflow disruptions—just show Caddi what you do, and it does the rest.”
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