Pipefy highlighted in 2026 Gartner® Emerging Tech

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Industry leaders trust us to innovate and scale

From 15 days to 4 hours, without compromising governance

Unstructured

3 days
53 hours
  • Manual and fragmented data entry, queries across multiple sources, high SLA requirements, and risk of human error.
70%

Structured

0 days
26 minutes
  • Centralized workflow in Pipefy with standardized fields and initial KYC/KYB automations.
75%

Automated

0 days
15 minutes
  • Integração com CAF para validação automática de identidade e documentos, com biometria, OCR e tokens
92%

Agentic

0 days
8 minutes
  • AI agents orchestrate validations, biometrics, and decisions with governance, eliminating critical interventions.

Your AI team, agent by agent

A team of AI experts safeguarding your onboarding

From initial screening to the final decision, AI agents perform complex analyses in seconds, with precision and full compliance.

Risk & Compliance

Pre Check AI Onboarding

It performs initial screening and validates registrations automatically, eliminating errors from the first contact.
Risk & Compliance

Legal AI Onboarding

Analyzes legal documents and powers of representation, ensuring the legal compliance of each registration.
Risk & Compliance

Compliance AI Onboarding

Check restricted lists, negative media, and internal compliance policies to prevent reputational risks.
Risk & Compliance

Finance AI Onboarding

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

Operacional AI SRM

Analyzes the operational capacity, structure, and ESG practices of suppliers, ensuring quality standards and strategic alignment.
Risk & Compliance

Trust Score AI Onboarding

It consolidates legal, financial, compliance, and operational opinions into a single risk index (0-100).
Risk & Compliance

Decision Assist AI Onboarding

It automatically recommends approving, reviewing, or rejecting registrations based on the Trust Score and corporate policies.

Create your own agent

No-code studio. Configure, test, and publish custom AI agents in days.

How it works, end to end

From registration to decision, in a secure and auditable workflow.

1 Receipt of registration and documents

Standardized onboarding form (KYC/KYB), mandatory document upload, and automatic card creation.

Form KYC/KYB
2 Automatic pre-check

Automatic verification of CPF/CNPJ and tax data, initial risk classification, and return of pending items.

Pre Check AI
3 Legal and compliance analysis

Legal AI and Compliance AI read contracts and check restricted lists, negative media, and legal validity.

Legal AI
4 Financial and operational analysis

Finance AI and Operational AI evaluate balance sheets, solvency, operational capacity, and ESG criteria.

Finance AI
5 Consolidation and Trust Score

Trust Score AI consolidates assessments into a single score (0–100), with documented justifications and sources.

Trust Score AI
6 Decision and final integration

Decision Assist AI recommends approval, review, or rejection and integrates the decision into the ERP, CRM, or core system.

Decision Assist AI

Onboarding AI Studio

97% less onboarding time

Processes that used to take 3 days now take 8 minutes with agentic AI orchestration.

Processes that used to take 3 days now take 8 minutes with agentic AI orchestration.

All validations and decisions are recorded with a complete audit trail.

1,400 hours saved per year

Automating credit, document, and risk analyses frees up the team to focus on strategic work.

“With the implementation in Pipefy, we managed to reduce our analysis SLA from 26 minutes to 8 minutes, and the average wait time dropped from 53 hours to just over 2 hours.”

Pedro Alves

Process Analyst, EvoluServices

Pipefy Academy

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Build, automate, and scale your end-to-end processes—in practice.

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FAQ

If you need help, we are here to guide you and provide all the support you need.

What does Onboarding AI Studio automate?
Pipefy centralizes the entire registration, validation, and decision-making process, using AI Agents that perform legal, financial, and compliance analyses in seconds.
Can I configure policies and risk levels according to my company's rules?
Yes. All evaluation criteria and risk thresholds can be customized without code, directly in Pipefy.
Is it possible to follow the decisions and analyses in real time?
Yes. Each validation generates an evidence record and a complete audit trail on the Pipefy card.
Does the system integrate with ERPs, CRMs, and other corporate databases?
Yes. Onboarding AI Studio features native and API integrations with leading market systems, ensuring full data synchronization.
How does AI handle sensitive data during analysis?
All data is processed using encryption and complies with LGPD and ISO 27001 standards, ensuring confidentiality and full governance.
What is the average implementation time for Onboarding AI Studio?
On average, 15 to 21 days, depending on the level of integration and the volume of active registrations.

The AI ​​that becomes real in your daily life

Simple setup, hundreds of integrations, enterprise-grade governance—without overburdening the IT team.

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