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.
Structured
0 days
26 minutes
- Centralized workflow in Pipefy with standardized fields and initial KYC/KYB automations.
Automated
0 days
15 minutes
- Integração com CAF para validação automática de identidade e documentos, com biometria, OCR e tokens
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.
Pre Check AI Onboarding
Legal AI Onboarding
Compliance AI Onboarding
Finance AI Onboarding
Operacional AI SRM
Trust Score AI Onboarding
Decision Assist AI Onboarding
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.
Standardized onboarding form (KYC/KYB), mandatory document upload, and automatic card creation.
Automatic verification of CPF/CNPJ and tax data, initial risk classification, and return of pending items.
Legal AI and Compliance AI read contracts and check restricted lists, negative media, and legal validity.
Finance AI and Operational AI evaluate balance sheets, solvency, operational capacity, and ESG criteria.
Trust Score AI consolidates assessments into a single score (0–100), with documented justifications and sources.
Decision Assist AI recommends approval, review, or rejection and integrates the decision into the ERP, CRM, or core system.
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.”
Pipefy Academy
Master the creation of AI agents.
Build, automate, and scale your end-to-end processes—in practice.
FAQ
If you need help, we are here to guide you and provide all the support you need.
What does Onboarding AI Studio automate?
Can I configure policies and risk levels according to my company's rules?
Is it possible to follow the decisions and analyses in real time?
Does the system integrate with ERPs, CRMs, and other corporate databases?
How does AI handle sensitive data during analysis?
What is the average implementation time for Onboarding AI Studio?
The AI that becomes real in your daily life
Simple setup, hundreds of integrations, enterprise-grade governance—without overburdening the IT team.