Automate and scale your financial operations with AI
Optimize your company's entire financial flow: data collection, cash flow, credit track, or collection. Reduce costs and risks by combining end-to-end technology and AI.
+4,000 companies boost their processes with Pipefy
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Reduce time, risks, and operating costs
Eliminate manual checks that delay onboarding and expose the company to fraud risks. With financial processes fully automated by Pipefy's AI Agents, you accelerate the entry of new customers, scale your operations efficiently, and reduce operating costs.
Of improving SLAs.
Reducing the time taken to collect and validate data.
Integrate tools and gain more agility
Integrate Pipefy with the plugins you already use to consolidate information. Centralize your entire operation in a single window and say goodbye to emails and spreadsheets.
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Create financial flows tailored to your company
Personalize chatbots with your tone of voice, credit and billing mats, regulations, and create standards aligned with your business. Also choose to have human intervention at any stage of the process, or opt for a fully automated flow. Build your own journey with freedom, transparency, and autonomy.
Agility
Unify financial operations on a single platform: from execution to governance.
Compliance
Ensure traceability, compliance, and complete visibility at every stage.
“One of the points that I highlight when using Pipefy is the agility gained in the wake of credit. Today we were able to scale the analyses, shape the tool with our rules and even perform an automatic credit analysis. All of this improvement reduced our SLA from days to minutes, which is essential for our customers to have a good experience”
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“The main result we achieved with Pipefy was data control. At our monthly meeting, I can present a report with 100% reliability and I don't spend even 5 minutes to export all the data.”
Gestão completa de serviços financeiros
Automatize processos, centralize dados e otimize sua operação de ponta a ponta.
Esteira de Crédito
Automatize todo o processo de concessão de crédito para PF ou PJ com inteligência artificial — da solicitação à aprovação, ou mesmo esteira de cobranças — em fluxos customizados, eficazes e seguros.
Know Your Customer (KYC)
Consulte e centralize dados relevantes dos seus clientes, ganhe tempo no onboarding e reduza riscos. Conheça mais e melhor seu cliente em uma automação inteligente de ponta a ponta.
Know your Business (KYB)
Elimine verificações manuais que atrasam o onboarding e expõem a empresa a riscos de fraude. Escale suas operações com eficiência e reduza custos operacionais.
Contas a Pagar
Faça toda a gestão e controle totalmente seus pagamentos em um só lugar com nosso software de fluxo de trabalho financeiro.
Contas a Receber
Crie um fluxo de cobrança automatizado e nunca mais se esqueça de cobrar pagamentos com o software de fluxo de trabalho financeiro.
Solicitações de Reembolso
Receba, aprove e pague solicitações de reembolso de despesas e de gastos de viagens com Pipefy, o software para fluxo de processos financeiro.
AI agents for financial services
Optimize your financial operations, data collection, cash flow, credit tracking, or billing with our AI Agents.