AI Agents

Finance AI

How is the financial health of 'Tech Logística'?

Finance AI

I am analyzing the balance sheet and income statement to calculate solvency and debt ratios and verify long-term economic sustainability.

I identified that the company's current liquidity ratio fell by 30% in the last year, and there is an outstanding debt to the Federal Government in the name of the parent company that has not been declared.

I classified the financial risk as 'Moderate'. I suggested requesting an updated certificate of no outstanding debts and a plan for additional guarantees in the contract.

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What this Agent solves for you

What it does

It evaluates financial and fiscal indicators, ensuring economic sustainability and tax compliance.

Automated activities

Reading balance sheets and income statements
Solvency and debt analysis
Consultation on outstanding debts and tax status.

Agent Subfunction

Legal, Compliance, Financial and Operational Analysis

Results and impact

97%

less onboarding time

100%

governance and traceability.

Your life gets faster with Pipefy AI Agents

97% faster

Traditional path

1–2 weeks

With Pipefy AI Agent

2–4 hours

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Finance AI and how does it work?

The Finance AI is a specialized AI Worker within Pipefy's Onboarding com IA: Orquestração e Compliance 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 Finance AI in Pipefy?

The cost of the Finance 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 Finance AI and manual processes?

While manual processes rely on manual intervention at every step, the Finance 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.