I am validating the technical and monetary compliance of the invoice via OCR, comparing the invoiced amount against the amount authorized in the budgeting stage.
I identified that the total value of the invoice is R$ 500.00 above the approved amount and the CNPJ of the invoice issuer belongs to a parts distributor, not the authorized repair shop.
I refused the invoicing due to discrepancies in values and issuer. I notified the repair shop to issue a corrective invoice following the insurer's tax compliance rules to avoid double taxation.
Meet other Pipefy AI expert agents
Book a meeting now!
What this Agent solves for you
What it does
Acts as a senior financial auditor, safeguarding the payment process by validating the technical and monetary compliance of invoices against regulated data, ensuring absolute accuracy between authorized and invoiced amounts.
Automated activities
- Extraction of tax data via OCR (Total Value, CNPJ and Issuer)
- Financial validation (Comparison: Invoice Value x Approved Value)
- Issuer verification and validation of the authorized service provider.
Agent Subfunction
- Consolidation, Decision and Settlement
Results and impact
45%
less claims analysis time
60%
more accuracy in triage
100%
traceability.
Your life gets faster with Pipefy AI Agents
45% faster
Traditional path
1–3 hours
With Pipefy AI Agent
1–2 hours
Frequently Asked Questions about Pipefy AI Agents
Read frequently asked questions about Pipefy AI Agents.