AI Agents

Finance AI

Complete the financial analysis so we can define this partner's credit limit.

Finance AI

I am evaluating the financial indicators, balance sheets, and solvency ratios to identify economic weaknesses and ensure the sustainability of the supply.

I identified that the company's Quick Ratio is 0.65, indicating that it is heavily dependent on asset sales to meet short-term obligations.

I classified the financial risk as 'High'. I recommended that payments be made only after the full service has been rendered, without advance payments, to mitigate the risk of the partner's bankruptcy.

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What this Agent solves for you

What it does

It evaluates financial indicators, balance sheets, and solvency ratios, identifying economic weaknesses and ensuring sustainability.

Automated activities

• Reading and interpreting balance sheets and income statements.
• Automatic calculation of liquidity ratios (Current, Quick, General) and debt ratios.

• Identification of outstanding debts, protests, and tax status.

Agent Subfunction

Legal, Compliance, Financial and Operational Analysis

Results and impact

98%

less time in the approval cycle

100%

traceability and compliance

90%

reduction in registration errors and inconsistencies.

Your life gets faster with Pipefy AI Agents

98% faster

Traditional path

1–3 hours

With Pipefy AI Agent

2–5 minutes

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Finance AI and how does it work?

The Finance AI is a specialized AI Worker within Pipefy's SRM com IA: Gestão de Risco de Fornecedores with AI solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike manual processes, it operates seamlessly integrated with the workflow, from start to finish, with native human oversight built in.

How much does it cost to use the Finance AI in Pipefy?

The cost of the Finance AI in Pipefy varies based on process volume, number of users, and the integrations required with your company's systems. Plans are scalable and adapt to operations of any size — from teams just getting started to large enterprise operations. Talk to our team to receive a personalized proposal.

What is the difference between the Finance AI and manual processes?

While manual processes rely on manual intervention at every step, the Finance AI executes tasks autonomously, records the reasoning behind each decision, and enables real-time oversight. This results in faster cycles, less rework, and 100% traceability of actions — without giving up human control where it matters most.

How do I choose the best automation agent for my company?

To choose the right automation agent, evaluate: ability to integrate with your current systems, governance and traceability of agent decisions, ease of configuration without relying on IT, and support for complex processes with exceptions. Also check the vendor's track record with clients in your industry and real implementation case studies.