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Plans, Usage, and Upgrading

Compare Caddi plans, check your usage, and upgrade from Settings.

Your Caddi plan sets how many credits and active loops your organization gets each month, how many users can join, and which features and support are included. This article covers how to check your usage, how the plans compare, and how to upgrade.

Key terms

  • Credits — your monthly allowance for the work your loops do. For example, standard AI data extraction costs 1 credit per page.

  • Active loops — the number of automations you keep live at the same time.

  • Overage — credits or loops used beyond your plan's included amount, billed at your plan's overage rate.

Check your current plan and usage

Go to Settings → Usage (under Organization). The top card shows:

  • Plan name and base charge (for example, Individual · No base charge · 1 seat)

  • Billing period and whether it's in progress

  • Seats — users in use vs. seats available

  • Overage — whether usage beyond your included amounts is billed (On) or not (Off)

Below that, two meters track the current period:

  • Credits — credits used out of your monthly allowance

  • Loops peak — the most active loops your organization had during the period, out of your plan's limit

Use the month dropdown in the top right to view a previous billing period. Select a meter to see what's consuming it.

Compare plans

Select Change plan on the Usage page to open Compare plans. Every price is shown per month; how each plan is actually billed appears under its price. Where a cell says Talk to sales, the Caddi team will confirm the details for your organization.

Price, usage, and limits

Individual

Team

Business

Enterprise

Price

Free

$250 per user / month

$6,500 / month

Custom

Billing

—

Monthly, cancel anytime

Monthly

Annual agreement

Best for

One person automating their own desk work

A small team building and sharing loops

Firms standardizing operations on Caddi

Firms that need governance, scale, and a paper trail

Credits per month

200

1,000 per user

20,000

From 50,000

Active loops

10

20

Talk to sales

Talk to sales

Users

1

Unlimited, billed per user

Unlimited

Unlimited

Run history

30 days

30 days

2 years

2 years

Additional credit

—

$1.25

$0.75

From $0.60

Additional loop

—

$100 / month

Talk to sales

Talk to sales

Implementation

—

—

$5k–$15k one-time

$5k–$15k one-time

Features and support

Individual

Team

Business

Enterprise

Automate & Discover

✓

✓

✓

✓

Govern

—

Talk to sales

✓

✓

Team management

—

✓

✓

✓

Advanced integrations (e.g., Salesforce, iManage)

—

—

✓

✓

SSO, centralized MFA, standard DPA

—

—

✓

✓

Integration governance

—

—

—

✓

Multi-instance support (e.g., two Salesforce orgs)

—

—

—

✓

Priority loop execution

—

—

—

✓

Uptime SLA

—

—

99%

99%, custom available

Support

Knowledge base

Talk to sales

2-day response

Same-day response

Training & discovery

—

—

24 hours / year

48 hours / year

Enterprise tiers

  • Bronze — 50,000 credits per month.

  • Silver — 100,000 credits per month, plus SCIM, action-level audit logging, custom LLM endpoints, phone and Slack support, and a named account manager.

What happens when you hit a limit

  • Individual — overage isn't available. To go beyond 200 credits or 10 active loops, upgrade your plan.

  • Team, Business, Enterprise — additional credits and loops are billed at your plan's overage rates above.

Upgrade your plan

  1. Go to Settings → Usage and select Change plan.

  2. Choose Monthly or Annual at the top of Compare plans.

  3. Select Upgrade on Team or Business and follow the prompts to confirm. Your current plan is marked Current.

  4. For Enterprise, select Talk to sales — the Caddi team will set up your agreement, tier, and limits with you.

Team includes a 14-day free trial, so you can bring in teammates and share loops before paying. Individual stays free for as long as you want — there's no trial clock.


Questions for sales

Select Talk to sales in Compare plans for anything not covered here, including:

  • Annual pricing and discounts

  • Proration, downgrades, and when a plan change takes effect

  • Loop limits and additional loop pricing on Business and Enterprise

  • Implementation scope and cost

  • Choosing between Enterprise Bronze and Silver

Which plan should I pick?

  • Individual — you're the only user and need 10 or fewer active loops.

  • Team — a few colleagues want to build and share loops. Credits scale with each user you add.

  • Business — you're rolling Caddi out across the firm and need advanced integrations, SSO, a 99% uptime SLA, 2 years of run history, and hands-on training.

  • Enterprise — you need multiple instances of the same tool, priority execution, integration governance, same-day support, or custom SLAs.

Still not sure? Talk to sales — the team will recommend a plan based on your users, loops, and expected volume.


Need help?

For product or usage questions, use the Intercom support icon to reach the Caddi team. For pricing and plan questions, select Talk to sales in Compare plans or visit trycaddi.com/pricing.

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