Agentic AI: strategic impact on processes

Use case: Accounts Payable

Unstructured

10 days
(80 hours)
  • Invoices received via email and spreadsheets.
  • Manual validation and risk of human error.
  • Duplicate payments and lack of traceability.
60%

Structured

4 days
(32 hours)
  • Standardized forms for invoice submission.
  • Centralized information and approval rules.
  • Clear tracking of status and deadlines.
50%

Automated

2 days
(16 hours)
  • Automatic approvals based on amount and cost center.
  • Notifications integrated with email and ERPs.
  • Automatic status updates and audit logs.
98%

Agentic

1 hour
  • Autonomous processes with intelligent invoice reading.
  • AI validates data, identifies duplicates, and prevents errors.
  • Payments are released automatically with security and compliance.

Example of an orchestrated Accounts Payable workflow with AI Agents

Stage
Pain points
Automated activities
AI Agents
Invoice receipt

Pain points

Invoices sent via email or spreadsheets with no standardization.

Lack of traceability and control.

Automated activities

Automatic card creation from forms or integrations.

Organize invoices by status and priority.

Intake Agent
Document reading and validation (AI)

Pain points

Time-consuming manual validation, prone to errors.

Lack of visibility into required fields.

Automated activities

Automatic invoice reading and data extraction.

Validate Tax ID, amounts, and taxes. Route the card based on expense type.

Document Reading and Validation Agent
Finance approval

Pain points

Slow approvals and communication gaps.

Lack of decision records.

Automated activities

Automatic notifications for approvers.

Apply business rules by amount and cost center.

Automatic approval logging in the workflow.

Duplicate detection (AI)

Pain points

Repeated payments due to data-entry mistakes.

No cross-checking between systems.

Automated activities

Automatic duplicate detection.

Temporary hold and alert for the finance team.

Case logging for audits.

Payment and reconciliation

Pain points

Manual, time-consuming posting and reconciliation processes.

Automated activities

Automatic integration with ERP and banking systems.

Payment status updates.

Automatic proof-of-payment and log records.

Meet the AI Agents powering your accounts payable process

From invoice reading to duplicate prevention, AI Agents ensure accuracy, speed, and compliance in every payment.

Document Reading Agent

Reads and interprets invoices, receipts, and proofs of payment, ensuring accuracy in the analyzed data and reducing human error.

Automated activities – Document Reading Agent:

  • Identifies document type, collects, and validates tax information.
  • Detects inconsistencies before approval.
  • Automatically syncs data to the ERP.

Analyzes financial records and identifies duplicate payment risk, ensuring security and governance across the workflow.

Duplicate Detection Agent:

  • Cross-checks data across systems and payment history.
  • Generates automatic alerts in duplicate cases.
  • Blocks process progression until finance review.

50% less payment processing time

Reduce the accounts payable cycle from 4 to 2 days with automation and intelligent business rules.

R$420K in reduced operating costs

Annual savings achieved through automated invoice reading, approvals, and ERP integration.

R$144K saved by reducing errors

Annual savings from eliminating incorrect payments and duplicates.

pipefy-academy

Become a Pipefy expert: master building AI agents and take your processes to the next level.

Learn, hands-on, how to create, automate, and scale end-to-end processes with Pipefy Academy.

What you will learn:

Create and organize your processes

Build forms and portals to centralize requests. Structure pipes and cards to track tasks with clarity and control.

Manage information with ease

Create custom databases and keep your team’s data always up to date and connected.

Automate and accelerate outcomes

Eliminate manual tasks with automations, AI agents, and email tools that work for you.

Analyze and optimize your operation

Build reports, interfaces, and dashboards to visualize metrics, spot bottlenecks, and make data-driven decisions.

gerente-de-processos

Start the Process Manager course now

Learn to use Pipefy strategically, build your first agent from scratch, and gain autonomy to scale your workflows—and keep scaling your workflows.

Access the course

Get your questions answered, learn more, and connect with other specialists.

Join conversations, share best practices, and discover new ways to elevate your processes.

Access Pipefy Community

Frequently asked questions

If you need help, we’re here to guide you and provide full support

How does Pipefy automate the accounts payable process?
Pipefy connects forms, approvals, and integrations in a single workflow. AI Agents read invoices, validate required fields, and automatically apply business rules—preventing errors and speeding up payment processing by up to 50%.
Does Pipefy integrate with my current ERP or financial system?
Yes. Pipefy offers native and API-based integrations with systems like SAP, Oracle, TOTVS, Omie, and more. This allows tax data, approvals, and receipts to sync automatically—eliminating manual data entry and enabling real-time reconciliation.
How does Pipefy help ensure tax compliance and audit readiness?
Every invoice goes through automatic reading and validation of Tax ID, amount, and tax fields. The system keeps a complete history of decisions, comments, and approvals—creating a transparent audit trail that’s easy to export for internal and external audits.
How long does it take to implement Pipefy’s accounts payable AI Agents and see results?
On average, Pipefy’s agents are set up in minutes, and use cases—regardless of focus—show results in up to 20 days. That makes Pipefy the most agile no-code AI solution on the market.
Can I customize approval rules and approval thresholds?
Yes. Pipefy lets you define specific rules by amount, cost center, supplier, and expense type. Approval automation follows your company policy and can be changed anytime—without coding.
Does Pipefy detect duplicate payments?
Yes. The Duplicate Detection Agent automatically cross-checks invoice, supplier, and amount data, flagging potential duplicates before payment is processed. This eliminates human error and reduces losses from repeated payments.
What happens if an invoice is rejected?
The requester automatically receives the reason for rejection and can resubmit the corrected document. The full history stays logged in Pipefy, ensuring transparency and complete traceability.
Do I need IT support to maintain the accounts payable workflow?
No. Pipefy is a no-code platform, which means the finance team can create, edit, and adjust workflows, fields, and automations without relying on developers. This gives you autonomy and reduces process maintenance time.

The platform global leaders trust to innovate and scale

Pipefy is one of the most respected platforms in the market, recognized by leaders for its innovation, robustness, and operational impact.

Logo 1
Logo 2
Logo 3
Logo 4
Logo 5
Logo 6
Logo 7
See awards

Related templates

AI Intelligence
Reembolso de Despesas

Processo de Reembolso

Simplifique solicitações e aprovações de reembolso com fluxos no-code e IA.
Instalar Aplicação Visualizar
AI Intelligence
Compras

Processo de Compras

Centralize solicitações, políticas e aprovações com AI Agents, workflows e uma plataforma no-code que conecta toda a operação de compras.
Instalar Aplicação Visualizar
AI Studio

SRM AI Studio

Acelere a homologação de fornecedores com a flexibilidade de uma solução no-code e agentes de IA no controle, padronizando critérios fiscais, jurídicos e ESG. Com o SRM AI Studio, sua empresa ganha transparência e agilidade para Compras, Compliance e Financeiro.
Instalar Aplicação Visualizar
selos-new

With Pipefy, your data security is a priority.

Pipefy is the only platform that combines process automation with built-in governance and enterprise-grade security—delivering compliance, full auditability, and precise control over AI and sensitive data.

Learn more on Pipefy Security

Artificial intelligence becoming real in your daily work

Only Pipefy combines simple setup, hundreds of integrations, governance certifications, and an outstanding user experience for your company’s teams—without overloading your technical team.

Book a demo Start free
Book a Demo Book a Demo