Pipefy is recognized by Gartner® for its no-code agent builder capabilities

Learn more

Trusted by market leaders

95% SLA reduction

Automate validations and approvals with AI, eliminating queues and bottlenecks in critical processes.

70% less time per analysis

Accelerate complex decisions with intelligent workflows and AI Agents that orchestrate multiple data sources.

Up to 12x more productivity

AI agents remove bottlenecks and multiply operational efficiency—delivering the work of several analysts in minutes, with accuracy and full traceability.

Specialized solutions that drive operational impact

With intelligent AI orchestration and end-to-end automation, companies reduce risk, strengthen governance, and ensure compliance—freeing teams to focus on truly strategic decisions.

Risk & Compliance - SKU 1
Risk & Compliance - SKU2
Risk & Compliance - SKU3

Onboarding AI Studio

Cut approval cycles by up to 95% with governance and regulatory compliance for partner and customer onboarding: company checks and validation of representatives using multiple technologies (OCR, facematch, tokens) and multiple sources such as CAF, Serasa, and Receita Federal to validate CPF/CNPJ.

Risk & Compliance - SKU 1

Background Check AI Studio

A CPF/CNPJ X-ray in seconds: prevent fraud and mitigate risk by validating multiple data sources in an autonomous, auditable operation. With AI Agents, automate checks across data, documents, and legal history for people and companies—reducing risk and ensuring continuous compliance.

Risk & Compliance - SKU2

SRM AI Studio

Accelerate approvals, mitigate risk, and ensure full transparency in supplier relationships. SRM AI Studio centralizes vendor qualification in a single flow, applying standardized tax, legal, and ESG criteria with AI and end-to-end automation for procurement, finance, and compliance.

Risk & Compliance - SKU3

End to end: a fully orchestrated, efficient operation

Onboarding AI Studio

Background Check AI Studio

SRM AI Studio

Explore Risk & Compliance use cases

Agentic AI: strategic impact on risk management

Case: business onboarding (PJ)

Unstructured

3 days

  • Manual registration spread across multiple sources
  • Fragmented checks and high risk of human error
  • Long SLAs and limited traceability
  • No biometrics and no anti-fraud integrations
92%

Structured

26 minutes

  • Centralized flow in Pipefy with standardized fields and phases
  • First automations for critical steps (KYC/KYB)
  • Visibility and control over review queues
  • Full traceability for registrations and decisions
70%

Automated

8 minutes

  • AI for automatic validation
  • Biometrics, OCR, and identity verification in seconds
  • Significant reduction in review time and rework
  • Real-time SLA and productivity dashboards
75%

Agentic

2 minutes

  • AI agents orchestrate multiple technologies (OCR, facematch, tokens, validations)
  • Autonomous decision execution based on context and governance
  • 100% of checks automated and decisions standardized
  • Eliminate queues, overtime, and operational bottlenecks

The definitive platform to orchestrate processes

Pipefy is the definitive platform to orchestrate processes. In one place, you get a powerful studio to build your AI Agents and a complete orchestration platform so they can operate, scale, and generate value with intelligence and security.

img-produto

How does Pipefy simplify AI Agent adoption?

Our platform includes exclusive accelerators that combine no-code and natural language to bring your company into the AI era—without the complexity.

AI Workflow Builder

Agent Library

No-code prompt

Chosen by leaders: AI and no-code for immediate results

With AI Agents, workflows, and no-code, risk processes become strategic—preventing fraud, accelerating decisions, and strengthening governance.

“We were able to achieve very significant results with what has been delivered so far. The implementation of the process with biometrics was a major step forward for the company—something that is already used in the market, but that we didn’t yet have internally. This success was only possible thanks to our partnership with Matheus and the collaboration between the teams, who made it happen.”

Irene Fogolin

Quality Manager

“The engagement between the EvoluServices and Pipefy teams was essential. We faced a major challenge, but the collaboration between the companies made all the difference. The partnership with Pipefy has proven to be very promising — especially due to the close support and the dedication of the new technical lead, who became a bridge that didn’t previously exist.”

Alessandra Marcos Stefani

Process Analyst

“With the implementation in Pipefy, we were able to reduce our analysis SLA from 26 minutes to 8 minutes, and the average waiting time dropped from 53 hours to just over 2 hours. In addition to speed, we gained security with biometrics and stopped working on weekends. Today, the process is automated and scalable — a huge leap forward for the team.”

Pedro Alves

Process Analyst

Related blog posts

A male professional, focused on embedded B2B credit operations, works on a laptop in a modern office as a colleague works behind him

July 31, 2026

Embedded B2B Credit: how non-financial companies can launch and orchestrate credit operations

Embedded B2B credit is the practice of a non-financial company offering credit to its business customers directly inside its own product or checkout, powered by automated decisioning and orchestration rather than a bank charter. It turns credit into a native, revenue-generating feature of the core operation.
A team reviews data of credit workflow automation for B2B companies on a laptop in a modern office

July 29, 2026

Credit Workflow Automation: the complete guide for B2B companies

Credit workflow automation is the orchestration of the entire B2B credit lifecycle, from application and KYC to decision and monitoring, in a single governed flow. Instead of manual, disconnected steps, it combines a rules engine, AI, and integrations to approve faster, reduce risk, and scale without adding headcount.

March 30, 2026

What Is Credit Decisioning and How to Automate Credit Decisions with AI

Automated credit decisioning is a technology-driven process that uses AI, scoring models, and real-time data to evaluate credit applications instantly. It eliminates manual bottlenecks, ensures consistent risk policy enforcement, and allows financial institutions to scale lending operations with high governance and precision.
A business professional in a grey suit working on a tablet in a bright office, analyzing data to evaluate a risk score

March 26, 2026

Risk score in day-to-day operations: a practical framework to standardize background checks and KYB onboarding

A risk score is a data-driven numerical value used to quantify the likelihood and potential impact of threats within business operations. By implementing a standardized risk scoring model, companies can prioritize high-risk cases, automate background checks, and ensure governed decision-making.

March 23, 2026

Automated credit without friction: 6 steps to structure credit workflows and speed up decisions

Automated credit uses technology and rule-based workflows to evaluate creditworthiness, enabling faster and more consistent decisions. By automating data collection, risk scoring, and approvals, companies reduce operational friction, lower delinquency rates, and improve customer experiences while maintaining total governance and auditability over their financial processes.
A modern financial office environment where a professional uses a digital dashboard to manage banking process automation workflows securely.

February 27, 2026

Banking Process Automation Benefits for Modern Banks and Credit Unions

Banking process automation is the strategic use of technology to digitize and manage complex financial workflows, from loan origination to compliance checkups. By centralizing operations, institutions eliminate manual errors and fragmented communication, ensuring that every transaction follows strict governance standards while accelerating results for both employees and clients.

Exclusive Contents

See more
Forrester-500x

Proven results: efficiency that moves your business forward

Forrester’s independent Total Economic Impact™ study quantified the tangible impact Pipefy delivers for business operations.

260 % Return on investment (ROI)

40 % Average time saved

50 % Reduction in development time

< 6 months Time to payback

Read the full report

Artificial intelligence made real in your day-to-day work

Only Pipefy combines simple setup, hundreds of integrations, governance certifications, and an incredible user experience for your teams—without overloading your technical staff.

Book a demo Start free
Book a Demo Book a Demo