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Caddi is an AI-powered back-office automation platform that discovers repetitive work across the tools your team already uses and automates it. Discovery reads activity from connected systems with read-only access, identifies processes that repeatedly happen by hand, ranks them by time saved and confidence, and shows which workflows are worth building. You teach Caddi the way you would teach a new hire: screenshare the job, narrate each step, explain the rules and edge cases, and refine the process through chat. It then builds a loop that can work across existing tools and integrations while flagging unusual cases for review. Deterministic code handles the work that needs to be exact, while AI is used where judgment is required, helping the same input follow the same path every time. Every run is logged and replayable, showing what the automation decided, why it made that decision, and which permission it used.

Square 9 is a type of Intelligent Document Processing (IDP) solution designed to help users efficiently manage and extract valuable data from various documents, forms, and external sources. By leveraging generative AI-powered capture technology, Square 9 transforms the often cumbersome task of data extraction into a streamlined process, allowing businesses to derive structure and meaning from their information. This innovative approach not only alleviates the frustrations associated with manual data handling but also empowers teams to concentrate on more strategic initiatives. Targeted primarily at organizations seeking to enhance their operational efficiency, Square 9 serves a diverse range of industries, including finance, healthcare, and manufacturing. Its applications are particularly beneficial in critical areas such as Accounts Payable, Order Processing, Customer and Vendor Onboarding, and Contracts Management.