Quickly deploy your digital transformation in a no/low-code platform
Finance teams often struggle to balance all the moving parts needed to keep their businesses healthy. Managing finances through email, spreadsheets, and disparate tools adds confusion and increases opportunities for errors. Standardizing, automating and integrating these processes minimizes mistakes, improves collaboration, and increases team productivity, from anywhere.
Streamline your purchasing process with automation
The future of work is now and process automation is just the first step towards success. With Pipefy, build a chain of events that includes purchase order creation and approval, reconciliation, and accounts payable with an automated, standardized and repeatable process.Accelerate approval flows with Pipefy Finance
Control and visibility. Have a predictable purchasing flow by standardizing and easily track the status of each new spend of your company.
Integration and automation. Automatically pull data and schedule payments by integrating Pipefy to your ERP and financial apps.
Customize the workflow based on your policies. Create your own business rules to ensure end-to-end approval flows across teams.
Take control of reimbursement requests with standardization
Gain full control over reimbursement requests by centralizing and standardizing the way they are made, and by ensuring smooth, error-proof approval flows. Ensure demands are created and executed according to the company’s policies, and improve your team’s productivity with assertiveness and less rework.Take control of reimbursement requests
Standardize forms and policies so you receive all the necessary information for approval and to issue payments quickly.
Provide the best digital experience for all stakeholders from wherever they are. No more manual reimbursement requests and late payments.
Prove fast ROI by implementing Pipefy without needing technical skills. Create your own no/low-code financial workflows to quickly improve efficiency.
Build an automated, error-proof accounts payable process
Pipefy Finance helps you build an integrated, automated and error-proof accounts payable process to ensure smooth, timely payments to vendors and employees alike. Have full control and visibility of the status of accounts, SLAs and due dates so they never miss a penny and there are no delays.Streamline and customize your accounts payable today
Get rid of paperwork. Build your digital automated workflow and manage payments from anywhere.
Secure and reliable process. Control spendings and schedule payments with information security.
Integrate Pipefy with your accounting software to eliminate duplicate data entry and ensure accuracy.
Make accounts receivable timely, accurate, and frictionless
Pipefy Finance can help you manage your accounts receivable to keep your company healthy and growing. Being a no/low-code platform, it will enable you to customize the process according to your company’s policies and get quick time to value with automated workflows that are easy to deploy and entirely measurable.Build a more efficient accounts receivable process
Automate invoice creation by integrating Pipefy with your other financial accounting software.
Get full visibility on payments and automatically follow up with customers.
Predict your cash flow with accuracy and be sure you’re not forgetting to collect payments.
Build your own financial workflow without any technical skill
Customize workflows to meet your needs: invoice approval and management, vendor onboarding, case management, or any unique process your need to manage. Pipefy is no/low-code and flexible.See how to customize your workflows
Requests following your policies. Receive structured and correct requests from suppliers, customers and employees.
Error-proof execution. Build conditions, approval flows and automate manual work to ensure efficient financial operations.
Measure to improve. Choose which KPIs you want to track, follow your budget and prove a fast ROI.