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Cassidy Tech Stack

AI agents for enterprise workflows and financial operations

Software Development New York, NY 51–200 employees Founded 2023 Privately Held
cassidyai.com LinkedIn

Cassidy deploys AI agents into business-critical workflows—finance, sales, customer service—using a stack anchored in Node.js, React, PostgreSQL, and integrations with QuickBooks, NetSuite, Ramp, Gusto, and Salesforce. The project mix (LLM orchestration, workflow development, forecasting models, pricing optimization) and pain-point pattern (complex workflow implementation, scaling finance processes, heavy engineering overhead) show a company building infrastructure for agentic automation while wrestling with operational scaling. Early-stage hiring velocity is accelerating across sales and engineering, signaling growth-phase expansion.

Tech Stack 24 technologies

Core StackQuickBooks NetSuite Gusto Node.js React TypeScript PostgreSQL Slack Zendesk Salesforce HubSpot Zapier n8n JavaScript Adobe Premiere Pro Ramp Carta X Notion Box CapCut Final Cut Pro Descript

What Cassidy Is Building

◆Challenges

  • Complex workflow implementation
  • Building finance function from scratch
  • Scaling finance processes
  • Scaling enterprise customers
  • Improving platform reliability
  • Scaling marketing motion
  • Aligning marketing and sales
  • Heavy engineering overhead
  • Growing data usage needs
  • Reliability and scalability

▲Active Projects

  • Llm orchestration
  • Sample workflow development
  • Ai assistant development
  • Metrics & analytics dashboard
  • Pricing strategy optimization
  • Forecasting model development
  • Core platform development
  • Content engine
  • Messaging and positioning
  • Seo/aeo

Hiring Activity

Accelerating8 roles · 8 in 30d

Department

Sales
3
Engineering
2
Marketing
2
Finance
1

Seniority

Senior
4
Mid
3
Manager
1
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About Cassidy

Cassidy, founded in 2023 and based in New York, builds AI agents designed to integrate into existing business operations and data environments. The platform targets mid-market and enterprise buyers in finance, accounting, and operations—companies running QuickBooks, NetSuite, or Ramp who want autonomous agents handling routine tasks alongside their teams. The product surface spans workflow orchestration, LLM reasoning, financial forecasting, and pricing logic. Cassidy is a privately held company with 51–200 employees, currently hiring across sales, engineering, and marketing.

HeadquartersNew York, NY
Company Size51–200 employees
Founded2023
Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Cassidy use?

Node.js, React, TypeScript, PostgreSQL, Slack, and integrations with NetSuite, QuickBooks, Ramp, Gusto, Salesforce, HubSpot, Zapier, and n8n.

Where is Cassidy headquartered?

New York, NY. The company was founded in 2023 and is hiring exclusively in the United States.

How this profile is built

Cassidy's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.