AI Agents

Verification

Financial Services Processo de Contas a Receber

The client sent proof of payment for invoice #992. Can we process it?

Verification

I am automatically checking the amount and payment method against the original invoice to ensure the accuracy of the transaction.

I identified that the deposited amount is 10% less than the invoiced amount because the client applied a 'Tax Withholding' discount that was not included in the service invoice.

I flagged the inconsistency in the received amount. I blocked the automatic payment processing and generated an alert for the billing department to validate whether the withholding is due or if we should charge the difference in the next cycle.

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What this Agent solves for you

What it does

Validates payment confirmations and detects discrepancies between invoiced and received amounts.

Automated activities

Automatic verification of the amount and payment method
Identification of inconsistencies
Final transaction registration in the system.

Agent Subfunction

Payment Verification

Results and impact

95%

less time to process charges.

Your life gets faster with Pipefy AI Agents

95% faster

Traditional path

1–2 hours

With Pipefy AI Agent

2–5 minutes

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Verification and how does it work?

The Verification is a specialized AI Worker within Pipefy's Processo de Contas a Receber with AI solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike spreadsheets and manual financial 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 Verification in Pipefy?

The cost of the Verification 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 Verification and spreadsheets and manual financial processes?

While spreadsheets and manual financial processes rely on manual intervention at every step, the Verification 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.