“Pipefy is an easy-to-use and highly customizable platform. In addition to being implemented across all of my core processes, it has proven to be a scalable solution for other processes and teams within my organization.”
AI at scale
At the speed of business
Automate critical processes, orchestrate legacy systems, and ship results with AI, without traditional development cycles and without compromising security. ROI in days, not months.
Trusted by leading brands
Agility in implementation with end-to-end governance and control for IT
Pipefy is a business orchestration platform that delivers measurable ROI in days by combining enterprise-grade capabilities with low-code simplicity. Teams quickly build workflows and deploy AI Agents while integrated governance eliminates Shadow AI and ensures security and compliance at scale.
Orchestration
Pipefy orchestrates complex business processes end-to-end by acting as an agile System of Engagement over critical systems (ERP, CRM, HCM, Core Banking) without rip-and-replace. Process IP ensures consistent execution, governed logic, and high-fidelity lineage across humans, systems, and AI agents, extending the lifecycle of your legacy investments.
Automation
Move beyond simple task automation. Deploy governed AI Agents that analyze data, make decisions, and execute cross-system actions within strict policy guardrails. Achieve Agentic Automation scale with full auditability required by enterprise operations in a single business orchestration platform.
Low-Code Design
Business teams build and modify workflows, data structures, forms, and AI behaviors without coding, reducing IT backlog while increasing agility and accelerating time-to-value from months to days.
Connectivity
Native connectors, APIs, webhooks, Pipefy Integration Hub (iPaaS), and RPA integrations provide a unified automation fabric across legacy and cloud systems, reducing integration fragility and eliminating vendor sprawl.
IDP
AI-driven document processing (OCR, extraction, classification, contextual understanding) enables automated intake and decisioning across finance, insurance, credit, HR, supply chain and more, with embedded governance.
Enterprise IT
Security, RBAC, immutable audit logs, drift detection, lineage visualization, SSO, encryption and multi-cloud hosting ensure enterprise-grade governance. IT maintains full visibility and control over all automations, AI interactions, and data flows, mitigating Shadow IT and Shadow AI risks.
Proven Results: Efficiency That Drives Your Business Forward
An independent Total Economic Impact™ study by Forrester quantified the tangible impact Pipefy delivers to enterprise operations.
260 % Return on Investment (ROI)
40 % Average time saved
50 % Reduction in Development
< 6 months Payback period
Enterprise-Grade Security & Governance
Security Certifications
SOC1, SOC2, ISO 42001 and ISO 27001 + ISOS Compliance
Artificial intelligence
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Data is not used to train AI
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AI does not access your sensitive data
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Compliant with our standards security
Product Safety
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Single Sign On and 2FA
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Password complexity
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Uptime – 99.9%
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LDAP permissions management available
Governance, Visibility & Monitoring
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Custom Permissions, User Groups, and Service Accounts
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Administrator Panel – Users, Consumptions, Logs, connected applications and others.
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Demand management and application lifecycle management
Use cases
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Employee Onboarding
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Event Management
Lead Qualification
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Peer insights: see what global leaders say about Pipefy
“Pipefy is a workflow tool that we use not only as a BPM solution, but also as an Intelligent Orchestration Platform, integrating multiple digital solutions such as OCR and Artificial Intelligence, as well as legacy systems.”
“A modern tool that meets all company needs and delivers fast solutions, supporting the design and management of business procedures.”
Frequently Asked Questions
If you need help, we're here to guide you and provide full support.
What differentiates BOAT from traditional BPM or simple Task Automation tools?
While traditional Business Process Management (BPM) tools often require months of complex implementation and high-code development, BOAT platforms are designed to deliver value and financial impact in days, not months. BOAT acts as a unified “orchestration layer” that connects humans, legacy systems, and Artificial Intelligence under a single control plane. Unlike simple task automation, which handles isolated actions, BOAT manages complex, long-running workflows (Case Management) and fulfills Gartner’s requirement for a platform that centralizes the governance of people, systems, and AI agents.
How does a BOAT platform fit into an existing Enterprise Architecture (ERP/CRM)?
A BOAT platform functions as a “System of Engagement” (SoE) that sits between the agile business users (Systems of Innovation) and the rigid core systems (Systems of Record like SAP or Oracle). This architecture allows IT to maintain a “Clean Core” strategy: instead of customizing the ERP—which creates technical debt and complicates updates—the complex business rules and user interactions are built into the BOAT layer. The platform reads and writes to the ERP via APIs/iPaaS, modernizing the user experience without the risk and cost of a “rip-and-replace” project.
How does BOAT address the risks of Shadow AI and autonomous agents?
As enterprises adopt AI, they face the risk of “Shadow AI” and fragile agent implementations that lack oversight. A BOAT platform serves as a “Control Plane” for agentic operations, separating governance from execution. It allows organizations to deploy “Human-in-the-Loop” workflows where AI agents can execute tasks (like document analysis or decision assists) within defined “Safe Zones” and guardrails. This ensures that all agentic actions are observable, auditable, and compliant with security standards, preventing the operational risk of ungoverned AI.
Can a BOAT platform help eliminate Shadow IT within the organization?
Yes, regaining control over Shadow IT is a primary use case. Shadow IT often arises when business units bypass IT to purchase unsanctioned SaaS tools for speed. A BOAT platform mitigates this by providing a governed, low-code environment where business units can build the automations they need (“Citizen Developers”) within security parameters defined by IT. Furthermore, BOAT platforms are used to orchestrate the “Vendor Management & Software Procurement” process itself, ensuring no new tool enters the ecosystem without passing through a mandatory security and budget approval workflow, effectively stopping Shadow IT at the source.
What are the security and compliance capabilities of a BOAT platform?
For IT buyers, security is a non-negotiable “gatekeeper” criteria. Enterprise-grade BOAT platforms are built with “trust layers” that include SSO (Single Sign-On), granular RBAC (Role-Based Access Control), and immutable Audit Logs to ensure traceability of every action. They are designed to meet rigorous standards such as SOC 2, ISO 27001, and ISO 27701 (Privacy). This “Trust Layer” ensures that while the business gains agility, the IT department maintains full visibility and compliance regarding data residency and encryption.
Does implementing BOAT require replacing existing integration tools (iPaaS)?
No, BOAT is designed to be a “Composable” solution that complements existing stacks rather than replacing them. While BOAT platforms often include native iPaaS capabilities and pre-built connectors (e.g., for Salesforce, Oracle, Netsuite), they can also integrate with existing middleware. The value add is the “Process Fabric”—the ability to orchestrate the logic and handoffs between these systems, filling the “white space” automation gaps that exist between a CRM and an ERP, effectively stabilizing the chaotic disconnects between silos.
What is the expected ROI and Time-to-Value for a BOAT implementation?
Unlike heavy legacy platforms that may take 3 to 6 months to deploy, a BOAT strategy focuses on rapid deployment, often implementing critical use cases in roughly 14 days. The economic impact is significant; audited market studies (such as Forrester TEI) have demonstrated a Return on Investment (ROI) of 260% with a payback period of less than 6 months. This efficiency is driven by a reduction in manual activities (up to 40-90% with AI agents) and the consolidation of fragmented tools into a single platform, lowering the Total Cost of Ownership (TCO)
Leaders’ choice: AI and no-code for immediate results
With no-code workflows and AI Agents, they accelerated operations, reduced costs, and freed up the technical team to focus on what really matters.
Artificial intelligence becoming a reality in your everyday tasks
Only Pipefy combines ease of installation with hundreds of integrations, governance certifications, and incredible usability for your company’s employees. All this without overloading your technical team.