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Caddie.AI · Operations

Operations, automated end to end.

AI workflows for middle- and back-office teams.

Recon

Caddie Recon

Reconcile positions, cash and transactions. Detect breaks and accelerate resolution.

  • Positions • Cash • Transactions • Breaks
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Corp Actions

Caddie Corporate Actions

Capture, validate and process corporate actions from announcement through election and settlement.

  • Capture • Validate • Elections • Processing
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Documents

Caddie Document Intelligence

Extract and validate data from confirmations, statements, notices and KYC documents.

  • Extract • Classify • Validate • Route
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Reporting

Caddie Reporting

Generate regulatory, client and internal reporting with source-linked audit trails.

  • Regulatory • Client • Internal • Audit
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See Caddie.AI on your own workflows.

A 30-minute walkthrough tailored to your sector.

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