AI Agents

Risk Analysis

Financial Services Processo de Contas a Receber

The client 'Varejo Norte' has an outstanding invoice of R$ 50,000. What is the best approach?

Risk Analysis

I am analyzing the client's payment history and financial behavior via machine learning to generate a risk score from 0 to 100.

I identified that, although the client has a good history, their Credit Score dropped 30 points in the last month and the average delay increased from 2 to 15 days.

I assigned a risk score of 75 (High) and recommended an immediate preventive collection strategy. I have already prepared the card for the analyst to make a phone call before the due date.

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What this Agent solves for you

What it does

It automatically assesses collection risk and defines the best strategy for each client.

Automated activities

Risk analysis using machine learning
Generation of scores from 0 to 100
Recommendation of a collection strategy.

Agent Subfunction

Risk strategy

Results and impact

95%

less time to process charges.

Your life gets faster with Pipefy AI Agents

95% faster

Traditional path

2–4 hours

With Pipefy AI Agent

5–10 minutes

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Risk Analysis and how does it work?

The Risk Analysis is a specialized AI Worker within Pipefy's Processo de Contas a Receber with AI solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike spreadsheets and manual financial 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 Risk Analysis in Pipefy?

The cost of the Risk Analysis 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 Risk Analysis and spreadsheets and manual financial processes?

While spreadsheets and manual financial processes rely on manual intervention at every step, the Risk Analysis 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.