Finance
With AI Agents, workflows, and no-code, finance teams gain control and agility for secure, efficient risk management—all in a platform that reduces costs and speeds up decisions with confidence.
Cut costs with intelligent automation and eliminate manual rework.
Accelerate critical decisions and reduce approval time with orchestrated AI.
Ensure compliance and prevent errors in registrations, invoices, and requests.
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.
Orchestrate policies, data, and integrations with AI for faster, safer decisions.
Pipefy AI Agents connect multiple sources—such as tax authority data, credit bureaus, and data providers—cross-checking information and automatically applying internal credit and compliance rules.
The result is an intelligent, auditable, fully integrated pipeline that can cut approval SLAs by up to 80% and ensure consistent analysis every time.
With AI, eliminate manual tasks and reduce errors in payment management.
Intelligent automation reads invoices, validates information, flags inconsistencies, and syncs data with ERPs and banking systems—ensuring accuracy and tax compliance in real time.
Your finance team gains visibility, speed, and control across the entire payment cycle, from intake to reconciliation.
AI that turns operational processes into autonomous, reliable flows.
AI Agents automate receipt collection and verification, enforce internal policies, and route requests directly into financial systems.
With end-to-end visibility and automatic audit trails, reimbursements stop being a bottleneck and become a fast, secure, standardized process.
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 run, scale, and generate value with intelligence and security.
Our platform includes exclusive accelerators that combine no-code and natural language to bring your company into the AI era—without the complexity.
With no-code workflows and AI, finance teams gain full control of operations, reduce costs, and ensure predictability, compliance, and continuous performance.
Forrester’s independent Total Economic Impact™ study quantified Pipefy’s tangible impact on business operations.
Only Pipefy combines simple setup, hundreds of integrations, governance certifications, and an amazing user experience for your teams—without overloading your technical staff.
