01For your people
Benefits people actually love.
Year-round, 1:1 coaching helps your team stop under-contributing, under-investing, and forfeiting hard-earned perks—turning complex benefits into everyday value they truly appreciate.
For workplaces offering pre-tax & lifestyle benefits
A benefit-maxxing workplace
is a happy workplace.
Stop sending your people to IRS Publications. Share Caeli instead — a free AI coach that brings benefits education into their everyday life.
Priya
Series-C SaaS · ~600 employees
Head of Total Rewards“Last year, we pointed our team to complex eligibility rules. This year, we just recommend Caeli.”
Marcus
Mid-market broker · 40+ clients
Employee Benefits Advisor“Clients are happier — Caeli reshapes the benefit experience to fit their modern workforce.”
WHAT CAELI DOES FOR YOUR PEOPLE
Bring benefit coaching into their everyday life.
Imagine your people getting expert benefits coaching while they shop — real-time clarity on what's eligible, instant guidance on which account to use first, and seamless telehealth LMNs at checkout.
That's exactly what your team gets when they take a few seconds to enable this free browser extension. (Try it in Chrome →)
See all features for your peopleSharing Caeli with your team is easy.
Drop a ready-made referral card into your OE deck, benefits portal, or Slack. Your team scans, installs, and starts benefit-maxxing.
Standard
Best for teams offering pre-tax accounts like HSA, FSA, and HRA.
Not sure what's eligible?
Scan to add the free browser extension that flags pre-tax eligible products while you shop and helps you maximize pre-tax savings.
Caeli AI is a 3rd-party tool. Your data isn't shared with us, and installing it isn't required to use your benefits.
Share
Why share it
- Zero compliance or PHI burden — employees opt in on their own
- 1:1 shopping coaching for your team — proactive, never intrusive
- Maximizes pre-tax account utilization and contribution
- Guides LMN requests when a purchase qualifies
- Fewer support tickets back to you
- Fewer reimbursement rejections
Custom
Best for benefit advisors and teams offering LSAs and other reimbursement perks beyond pre-tax accounts.
Sample preview
Not sure what's eligible?
Scan to add the free browser extension that flags eligible products while you shop. We've preloaded the tool with our [Company] HSA, FSA, and LSA policies.
Caeli AI is a 3rd-party tool. Your data isn't shared with us, and installing it isn't required to use your benefits.
Why the Custom snippet
Everything in the Standard snippet, plus:
- Covers employer-specific LSAs and other reimbursement programs beyond pre-tax accounts
- Verified access — only employees with a valid work email are linked to your company's benefit profile
- Utilization insights — aggregated, anonymized data from your team to help you refine future benefit design
- For brokers: manage multiple employer accounts from a single broker login
The compounding effect
Good things happen in a benefit-maxxing workplace.
02For HR
Lighter support load.
When benefit guidance shows up inside everyday life, the "is this eligible?" thread quietly disappears from your inbox.
03For finance
Measurable tax savings.
When employees max out their tax-advantaged contributions, your organization captures direct tax savings—turning higher benefit participation straight into bottom-line ROI.
Questions we hear most.
We protect individual user privacy and shield your organization from compliance liabilities. Under our formal Privacy Policy, Caeli never sells personal, financial, or health data, and we do not track general web browsing history.
Because Caeli is a consumer-gated product, we do not share individual employee usage, search, or health data with employers or benefits advisors. This structural separation provides two major benefits:
- For your employees: Total psychological safety. They can confidently search for and verify sensitive health needs (such as mental health support or reproductive wellness) knowing their data is completely private and has zero impact on their employment.
- For your HR team: Zero compliance burden. Because Caeli acts as a secure "pass-through" assistant and never hands individual data back to you, your organization has zero exposure to PHI, HIPAA liabilities, or complex data-handling responsibilities.