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AI Agents

Invoice Reader

Employee

The customer attached the return invoice; can you extract the data for the form?

Invoice Reader

I am performing OCR reading and interpretation of the data from the invoice attached to the process.

I identified that the total value of the invoice differs from the amount requested for reimbursement on the card, and the product code is not on our list of items eligible for direct return.

I extracted the data and updated the form fields, but I left an alert about the discrepancy in values. Do you want me to notify the customer to confirm the correct item?

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What this Agent solves for you

What it does

It automates document reading and extracts relevant tax information in seconds.

Automated activities

  • Reads and interprets attached invoices
  • Extracts order data, values, and codes
  • Automatically updates form fields.

Agent Subfunction

  • Invoice Reading

Results and impact

95%

less time to resolve returns

80%

increase in operational efficiency.

Your life gets faster with Pipefy AI Agents

95% faster

Traditional path

1–3 hours

With Pipefy AI Agent

5–10 minutes

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Invoice Reader Agent and how does it work?
The Invoice Reader Agent is a specialized AI Worker within Pipefy's Análise de Devoluções 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 customer service, 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 Invoice Reader Agent in Pipefy?
The cost of the Invoice Reader 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 Invoice Reader Agent and manual customer service?
While manual customer service rely on manual intervention at every step, the Invoice Reader 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 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.
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