Caddi vs Scout by Fini: Features, Pricing & Which Is Better (2026)

A side-by-side comparison of Caddi and Scout by Fini — features, pricing, and ideal use cases — to help you decide which AI tool fits your workflow.

Caddi

Caddi, Inc.

Freemium

Agent that discovers repetitive back-office work, learns it from a screenshare, and automates it across the tools a firm already uses.

Automatic Process Discovery: Reads the systems a firm already uses and surfaces the most repetitive jobs with volume and confidence scores, so nobody has to guess what to automate first.
Record-to-Code Training: An employee screenshares and narrates a workflow once, and Caddi converts that recording into an API-driven hybrid agent with the rules it captured.
Loop Studio and Loopy: A chat and studio interface where staff start sessions, ask what to automate, inspect the loop diagram, and question any past run in plain language.
150+ Native Integrations: Runs inside Clio, Salesforce, Microsoft 365, NetDocuments, DocuSign, iManage, Wealthbox, Tamarac and dozens more, including cross-app pairs.
Exception Flagging: Executes the job as demonstrated and raises anything unusual, such as a half-signed envelope or an existing document version, instead of overwriting silently.
Governed Runs and Audit Trail: Every run is logged with run history from 30 days up to 2 years, MFA, security logs, SAML SSO and action-level audit logging on higher tiers.
Scout and Advanced Integrations: Business and Enterprise tiers add Scout plus advanced and centrally governed integrations, multi-instance support and priority loop execution.
Credit-Based Metering: Work is metered in credits (standard AI data extraction costs one credit per page) with active loop limits that scale by plan.

Client Intake and Conflict Checks: Automate new-business intake and run conflict checks across matter and CRM systems without manual re-keying.
Email Triage at Volume: Classify a full inbox, route remittances to payables, file executed contracts, and leave personal mail untouched.
Document Filing and Version Control: Pull the executed copy from DocuSign, verify both signatures, and file it into NetDocuments as a new version with the firm's naming convention.
Pre-Billing and Time Entry: Draft time narratives from calendar blocks and push prebill batches through review in Clio or Aderant.
Cross-System Data Sync: Keep matters, contacts and amounts consistent between Salesforce, document management and billing systems as records change.
Report Generation and Follow-Ups: Produce recurring reports and schedule client follow-ups on a fixed cadence with every step logged.

Fini AI

Paid

Scout is Fini's AI coworker for support teams, resolving tickets across chat, email and voice, including inside Slack.

Multi-Channel Resolution: One agent handles voice, chat and email with shared policies and audit trail.
Helpdesk Integrations: One-click OAuth with Zendesk, Intercom, Salesforce, HubSpot and others without migration.
Agentic Actions: Performs actions such as searching Stripe charges and issuing refunds.
Slack Coworker: Scout works with support teams directly inside Slack.
Knowledge Atlas: Scans knowledge sources nightly on higher plans to stay current.
Guardrails: Enforces policies for compliance-sensitive teams.
130+ Languages: Supports multilingual support operations.