Extract the data from the attached balance sheet.
Agent 5 – Document AI
Converting balance sheet and income statement data from PDF to structured JSON format.
The uploaded file is a blurry photo, making it impossible to read the 'Current Liabilities' column.
I requested the file in digital format. As soon as I receive it, I will automatically send the data to the risk agents.
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What this Agent solves for you
What it does
It extracts and standardizes data from accounting and financial documents, converting them into a structured format.
Automated activities
- Analyzes financial scores and constraints. Automatically reads balance sheets and income statements.
Converts data into structured JSON.
Sends data to risk analysis agents.
Agent Subfunction
- Financial Analysis
Results and impact
94%
less credit analysis time
+60%
operational efficiency
Your life gets faster with Pipefy AI Agents
94% faster
Traditional path
2–4 hours
With Pipefy AI Agent
~10 minutes
Frequently Asked Questions about Pipefy AI Agents
Read frequently asked questions about Pipefy AI Agents.
What is the Document AI and how does it work?
The Document AI is a specialized AI Worker within Pipefy's Score e Análise de Crédito with AI solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike manual processes, it operates seamlessly integrated with the workflow, from start to finish, with native human oversight built in.
How much does it cost to use the Document AI in Pipefy?
The cost of the Document AI in Pipefy varies based on process volume, number of users, and the integrations required with your company's systems. Plans are scalable and adapt to operations of any size — from teams just getting started to large enterprise operations. Talk to our team to receive a personalized proposal.
What is the difference between the Document AI and manual processes?
While manual processes rely on manual intervention at every step, the Document AI executes tasks autonomously, records the reasoning behind each decision, and enables real-time oversight. This results in faster cycles, less rework, and 100% traceability of actions — without giving up human control where it matters most.
How do I choose the best automation agent for my company?
To choose the right automation agent, evaluate: ability to integrate with your current systems, governance and traceability of agent decisions, ease of configuration without relying on IT, and support for complex processes with exceptions. Also check the vendor's track record with clients in your industry and real implementation case studies.
