AI Agents

Integration Agent with Open Finance

Risk & Compliance Integração com Dados de Open Finance

The client authorized data sharing. Can you consolidate their financial profile?

I am gathering bank transactions, loans, and income from three different institutions via API to create a standardized profile summary.

I identified a 40% discrepancy between the income declared in the initial form and the recurring deposits identified in the consolidated accounts over the last 90 days.

I consolidated the data and generated the analytical summary. I highlighted the income inconsistency so that the credit analyst can validate the origin of these deposits before we proceed.

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What this Agent solves for you

What it does

It automates the collection and consolidation of financial data from multiple institutions.

Automated activities

It gathers and consolidates financial data from different institutions through integration
analyzes bank transactions, loans, expenses, and income
and creates a standardized summary of the financial profile to guide the next steps.

Agent Subfunction

Step 1: Collection and consolidation of financial data
Step 2: Analysis and creation of the financial summary.

Results and impact

85%

less data analysis time

70%

more accurate recommendations

90%

process automation.

Your life gets faster with Pipefy AI Agents

85% faster

Traditional path

1–2 weeks

With Pipefy AI Agent

1–2 days

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Open Finance Integration Agent and how does it work?

The Open Finance Integration Agent is a specialized AI Worker within Pipefy's Integração com Dados de Open Finance 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 Open Finance Integration Agent in Pipefy?

The cost of the Open Finance Integration Agent 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 Open Finance Integration Agent and manual processes?

While manual processes rely on manual intervention at every step, the Open Finance Integration Agent 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 Open Finance Integration agent for my company?

To choose the right Open Finance Integration 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.