Finance

Smart Workflows for Highly Efficient Finance Teams

Achieve better outcomes with full visibility of your operations. Automate and streamline work and engage with vendors, approvers, and colleagues on Pipefy’s pure cloud, intuitive platform for finance process optimization.

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Video: Learn more about Pipefy Finance

Automation built for every HR workflow

Recruiting

Streamline every step of the recruiting process to deliver an exceptional candidate experience that helps you attract the best and brightest talent. Learn more.

Employee Onboarding

Orchestrate onboarding workflows to deliver a better experience for everyone: new hires, talent acquisition, finance, benefits, IT, and more. Learn more.

Employee Requests

Manage employee requests with speed, accuracy, and transparency to improve employee experience and job satisfaction. Learn more.

Efficiency and control in every step of the way

Communicate with stakeholders

Create a single communication flow with all stakeholders. Update statuses automatically through email and a customer portal.

Collect information with shearable assets

Avoid errors in your process. Share your company portal and online forms to start the request with all necessary information.

Streamline and automate the execution

Engage with vendors, customers and colleagues, get approvals, and integrate with your financial tools like ERPs and spreadsheets.

Get accurate data every time

Control, measure, and improve your numbers — from department monthly spending to PO cycle time — with easily customizable dashboards.

Optimize your Finance operation

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Gain efficiency with finance process optimization

Easily automate tasks of your finance business process, like sending out POs and updating payment status. Allow your team to use their time optimizing the operation, the budget, and your results.

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Orchestrate your operations with smart integrations

Integrate Pipefy with your existing tools and systems so information flows automatically. Monitor your entire operation on a single screen and say goodbye to toggling back and forth between spreadsheets and email threads.

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Quick deployment and easy adoption so you can move fast

Leave manual work and long development cycles behind and empower your team to quickly deploy efficient, cost-saving solutions even during the most challenging times.

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Connect Pipefy to your favorite software with ease

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Pipefy Case Study

Learn how ONE Ocean Network Express Automates Their Accounts Payable Over Four Continents

Read the case study

Pipefy is the #1 in Business Process Management on G2

Pipefy gives us the control we need to ensure everyone abides by our rules and policies. It's the best solution on the market if you want something you can customize to your needs to take control of your procurement process.

Mauricio Rizzi

Customer Service and Procurement Manager at Samsonite

The easiest way of customizing it, to adapt to your process needs. We use Pipefy to assure the use of standard procedures. Pipefy also decreases human erros, when you need to use different sheets filled all the time.

Rubens Eric Godoi

Reviewer at G2

Pipefy is easy to use and flexible. It has a database included, reporting, automation. A complete solution. The main problem I solve is to comply by always getting the same results out of the process. Quality is assured.

Luis Fernando Salazar Canas

Regional Manager at Infina Financial Services

Integrations are the best option for those who can automate their business rule. We're using Pipefy to automate all internal demands requesting.

Gabriel Gratival

Acceleration Director at EVOA Aceleradora

Pipefy is an extremely powerful tool to run the operations of the whole company, as it unites all the sectors’ workflow and experience. I only wish all of my suppliers used it too. The thing I like the most about Pipefy is the assurance that all of my processes are running outside my sector without any information getting lost in the way.

Bruno Jacobucci

Woodworking Analyst at Loft