We build, deploy, and run your AI systems so you don't have to.

Your systems of record keep track of what happened. Kadre is the system of action on top of them: forward-deployed engineers and experienced business operators build and run AI agents around your workflows, your team approves, and every decision and correction makes the next run better.

See a case, start to finish
QT-1042Quote to Northwind Fabrication, quiet for 12 days1 / 3

Quote to Northwind Fabrication, quiet for 12 days

Quote sent 12 days ago, no reply. Quote above your follow-up threshold. Account context pulled from your CRM.

Activity

Kadre opened the case from a CRM signal2 min ago
Policy checked eligibility: active account, no dispute, cadence allows one follow-up2 min ago
Agent drafted a follow-up using the last order as context. No discount offered.1 min ago
Awaiting J. Alvarez to approve, edit, or rejectnow
Your quote from the 27th
Policy: eligibleNo discount, per ruleAwaiting approval

Your decision

Nothing is sent until you approve. Edit the draft, approve it, or reject it.

Account

Last ordertwo quarters ago, on time
Termsnet 30, no open disputes
Account leadJ. Alvarez
Cadence ruleone follow-up after 10 quiet days
Ask Kadre

Which open quotes went quiet this month, and what should we do about them?

ReadCRMQuotesEmail

Source: your CRM and quote records. Illustrative example.

Scripted demonstration. Illustrative example, not a customer record. Click around; try approving the draft.

Runs alongside the systems you already have

No rip-and-replace. Agents work inside the tools your team already uses.

  • CRM
  • ERP
  • PSA
  • Billing
  • Contracts
  • Email
  • Ticketing
  • Document stores
  • Read-only to start
  • Least-privilege access
  • Writes back only after approvals

Kadre pairs its agent platform with engineers and experienced business operators to build, run, and improve AI workflows with your team.

Product

The platform

A system of action: the layer where people and agents work together. Agents carry out the work, request approval, and record what happened.

Explore the platform

Design any agent

From the event that triggers work to the number that proves it. Any trigger, any system of record, any function.

Humans in the loop, by design

An interaction layer between agents and your team. Agents prepare the work, a person reviews it, and nothing leaves without approval.

Learning that compounds

Every correction, decision, and outcome feeds the next run. What the agents learn builds across workflows instead of sitting locked in a single system of record.

One case, start to finish

A quote goes quiet. The agent spots it, gathers the account context, prepares a follow-up inside your rules, and stops. Your reviewer decides. The outcome is recorded. Click any step.
How Kadre designs a workflow

QT-1042 · SpotIllustrative example

Quote to Northwind Fabrication, quiet for 12 days

Opened from a CRM signal. Account context attached before anyone writes a word.

Last ordertwo quarters ago, on time
Termsnet 30, no open disputes
Account leadJ. Alvarez
Cadence ruleone follow-up after 10 quiet days

Who did what

Agent: detect, gather context, draft, write back within scope.

Your reviewer: edit, approve, or reject. The boundary.

Kadre: policy, monitoring, exceptions, the weekly evidence.

Triggers

CRM signalsInbox and documentsDates and renewalsTicket events

Policy

Eligibility rulesAuthority limitsData grantsCadence

Approval

Edit, approve, rejectException routingReasons recorded

Write-back

System of recordSequences and portalsReceipts only, automated

Agents do the work. People approve every send, posting, and credit.

Kadre orchestrates and governs AI-driven processes across your functions. Each agent gets a workflow, not a prompt: it reads your records, does the work inside your rules, and hands the decision to a person. Three examples below, from operations, account management, and sales.
Explore the platform

Order intakeScripted
Process the three purchase orders in the inbox.
RenewalsScripted
Prepare renewal packets for the next 45 days.
Quote follow-upScripted
Which quotes went quiet this month?

Scripted demonstration. Illustrative example, not a customer record. Every result above waits for a person.

Start with one recurring workflow

Private equity firms and managed service providers are the two we are building for first. Each is a customer and a channel: we work inside the firm, and we work with the companies and clients the firm brings us. Consulting firms partner with us the same way.
How partnerships work

Make your PortCos AI native, one workflow at a time. A read-only diagnostic finds the value already in each company's records; Kadre builds and runs the workflow with their operator approving. For the firm: diligence and portfolio reviews. For private equity

Quote follow-up

Trigger
Quote quiet past your threshold
Owner
Sales lead
Approval
Every send
Measured
Reopened quotes, cycle time, reviewer time

Renewal preparation

Trigger
Contract expiring in 45 days
Owner
Account manager
Approval
Every packet
Measured
Renewals prepared on time, discrepancies cleared

Invoice exceptions

Trigger
Dispute or short payment
Owner
AR lead
Approval
Every credit
Measured
Days to resolution, credits within policy

Candidate workflows. The diagnostic determines whether any applies to a specific company.

The few who make the rest work.

Bring us one recurring workflow. We will show where agents can help and where your team stays in control.

See how we work