Finance
Explorar soluçãoFluxos financeiros automatizados com IA garantem governança, velocidade e redução de retrabalho com impacto financeiro em dias.
P2P AI Studio
Orchestrate and automate your purchasing process, from request to payment, with AI Agents in low-code workflows integrated with your ERP and legacy systems.
Customer Onboarding
Centralize communications, automate workflows, and elevate the customer experience with no-code flows and intelligent AI agents.
Crédito
Credit Decisioning
Accelerate financial decisions and eliminate bottlenecks with no-code workflows and AI Agents that automate screenings, validations, and contracts with end-to-end governance and traceability.
Customer Order Management
Smart intake, automated payment validation, and no-code workflows to accelerate customer operations.
Lead Generation
Lead Qualification
AI Agents automate lead triage, qualification, and lead scoring within a unified workflow—helping teams prioritize high-intent leads and shorten time-to-lead across the funnel.
Inside Sales
Sales pipeline
Build and customize your CRM with your existing tools, unify customer engagement channels, and use AI Agents to automate proposals and accelerate deal closures.
Contas a Pagar e a Receber
Accounts Payable
Automate your accounts payable cycle with AI Agents, workflows, and a no-code platform that integrates systems and eliminates rework.
Contas a Pagar e a Receber
Invoice Processing
Contas a Pagar e a Receber
Invoice Generation
Risk Assessment
Treasury Management
Investment Management
Treasury Management
Debt Management
Treasury Management
Cash Flow Management
Tax Compliance
Tax Return Preparation
Tax Compliance
Dispute Resolution
Tax Filing and Payment
Internal Audit
Audit Reporting
Internal Audit
Audit Planning & Execution
Account Reconciliation
Monthly Close
Journal Entry Recording
Financial Statement Preparation
Financial Reporting
Regulatory Reporting
Financial Planning & Analysis (FP&A)
Financial Planning Process
Financial Planning & Analysis (FP&A)
Financial Modeling
Financial Planning & Analysis (FP&A)
Financial Performance Management & Reporting
Budget Planning and Forecasting
Expense Reimbursement
Reimbursement Policy Compliance
Expense Reimbursement
Expense Validation and Approval
Payment Vendor Management
Billing & Payment Processing
Contas a Pagar e a Receber
Expense Reporting
Tax Services
Contas a Pagar e a Receber
Credit Management
Accounting Services
Accounting Management
Accounting Services
Accounting Audit
Artificial intelligence becoming a reality in your everyday tasks
Only Pipefy combines ease of installation with hundreds of integrations, governance certifications, and incredible usability for your company’s employees. All this without overloading your technical team.
