Caddi Launches an AI Agent That Builds and Governs a Firm's Back-Office Agents

Caddi. (2026, August 24). Caddi launches an AI agent that builds and governs a firm's back-office agents [Press release]. PR Newswire. https://www.prnewswire.com/news-releases/caddi-launches-an-ai-agent-that-builds-and-governs-a-firms-back-office-agents-302857872.html

• Caddi has launched an AI agent that builds and governs a firm's other AI agents, targeting wealth management firms, law firms, and insurance companies.

• The agent reads a firm's existing systems and surfaces processes that repeat, ranked by frequency and cost, so the choice of what to automate is based on observed activity.

• In Caddi's Loop Studio design canvas, the employee who performs a task demonstrates it on screen while the agent asks clarifying questions, with each answer becoming a rule inside the resulting agent.

• Caddi says its agents call AI models only where judgment is required and run deterministic code elsewhere, taking the same path on every run and producing a replayable record of each execution.

• The company argues this design avoids compounding model error, noting that 95 percent per-step accuracy falls to roughly three quarters across six steps when a model decides every step.

• Caddi states it is SOC 2 Type II compliant, connects to more than 100 business applications, and gives leadership a single view of every agent in production.

• Customers cited by the company include a Barron's Top 10 RIA scaling from 1,500 toward 5,000 advisors without expanding its transitions team, independent RIA The Planning Center, Palace Law, and an Am Law 100 firm automating 150 conflict checks a day; Caddi is backed by Ubiquity Ventures, Founders' Co-op, and the AI2 Incubator.

Knote: I have been arguing for a while that we need to take a lot of the AI out of AI. If it is a process that needs to do things the exact same way each time, built in something deterministic, like Python (potentially using AI to build it).