Finance

Faster decisions and up to 60% more efficient operations with AI

With AI Agents, workflows, and no-code, finance teams gain control and agility for secure, efficient risk management—all in a platform that reduces costs and speeds up decisions with confidence.

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Chosen by market leaders

60% average savings in financial operations

Cut costs with intelligent automation and eliminate manual rework.

83% faster reviews and approvals

Accelerate critical decisions and reduce approval time with orchestrated AI.

90% accuracy in fraud prevention and validations

Ensure compliance and prevent errors in registrations, invoices, and requests.

Specialized solutions that drive operational impact

With intelligent AI orchestration and end-to-end automation, companies reduce risk, strengthen governance, and ensure compliance—freeing teams to focus on truly strategic decisions.

Credit decisioning

Orchestrate policies, data, and integrations with AI for faster, safer decisions.

Pipefy AI Agents connect multiple sources—such as tax authority data, credit bureaus, and data providers—cross-checking information and automatically applying internal credit and compliance rules.

The result is an intelligent, auditable, fully integrated pipeline that can cut approval SLAs by up to 80% and ensure consistent analysis every time.

Accounts payable and invoices

With AI, eliminate manual tasks and reduce errors in payment management.
Intelligent automation reads invoices, validates information, flags inconsistencies, and syncs data with ERPs and banking systems—ensuring accuracy and tax compliance in real time.
Your finance team gains visibility, speed, and control across the entire payment cycle, from intake to reconciliation.

Expense reimbursements

AI that turns operational processes into autonomous, reliable flows.
AI Agents automate receipt collection and verification, enforce internal policies, and route requests directly into financial systems.
With end-to-end visibility and automatic audit trails, reimbursements stop being a bottleneck and become a fast, secure, standardized process.

End to end: your operation fully orchestrated and efficient

Payroll

Credit and risk analysis

Formalization and fund release

Collections management

Accounts payable and accounts receivable

Reimbursements

Explore Finance With AI use cases

Agentic AI: strategic impact in finance

Use case: credit analysis and underwriting

Unstructured

20 days

(160 hours)

Requests via email and spreadsheets
No visibility into limits and status
Rework in document verification
Slow, decentralized approvals

-65%

Structured

7 days

(56 hours)

Standardized financial checklists and policies
Centralized, auditable data validation
Real-time status tracking
Fewer failures and less rework

-71%

Automated

2 days

(16 hours)

AI validates data and applies policies automatically
Approvals and notifications integrated with ERP
Integrations with banks and tax systems.
Proven savings of R$ 1.9M/year

-88%

Agentic

2 minutes

AI autonomously performs credit triage and decisioning.
Validates receipts, rules, and limits before execution
Ensures automatic compliance and full traceability
Scales operations without increasing headcount

The definitive platform to orchestrate processes

Pipefy is the definitive platform to orchestrate processes. In one place, you get a powerful studio to build your AI Agents and a complete orchestration platform so they can run, scale, and generate value with intelligence and security.

How does Pipefy simplify AI Agent adoption?

Our platform includes exclusive accelerators that combine no-code and natural language to bring your company into the AI era—without the complexity.

AI Workflow Builder

Agent Library

No-code prompts

The leaders’ choice: AI and no-code for immediate results

With no-code workflows and AI, finance teams gain full control of operations, reduce costs, and ensure predictability, compliance, and continuous performance.

“We automated our credit pipeline and reduced processing time by 50%, with annual savings of R$1.9 million.”

Servopa

With Pipefy, we structured and automated our credit pipeline, ensuring governance, traceability, and compliance throughout the entire process. We gained speed without giving up security.

Sofisa Bank

“We eliminated manual tasks and reduced errors in Accounts Payable using AI agents.We eliminated manual tasks and reduced errors in Accounts Payable, achieving significant annual savings with AI agents.”

Isaac

Exclusive Contents

Proven results: efficiency that drives your business forward

Forrester’s independent Total Economic Impact™ study quantified Pipefy’s tangible impact on business operations.

260 % Return on investment (ROI)

40 % Average time saved

50 % Reduction in development time

< 6 months Time to payback

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Artificial intelligence made real in your day-to-day tasks

Only Pipefy combines simple setup, hundreds of integrations, governance certifications, and an amazing user experience for your teams—without overloading your technical staff.