AI Agents

Screening agent

Financial Services Processo de Reembolso

The employee submitted a reimbursement request for R$ 150.00 related to a business dinner. Can you validate it?

Screening agent

I am scanning the receipt via OCR, extracting the establishment's CNPJ (Brazilian tax ID) and checking if the date and amount are within the limits of our '2026 Travel Policy'.

I identified that the receipt contains 'Alcoholic Beverages' items, which is explicitly prohibited by company policy, and the same receipt was already submitted in another reimbursement card last month.

I classified the expense as 'Non-Reimbursable' due to duplication and violation of the permitted items policy. I blocked the payment and generated an automatic justification for the employee, attaching evidence of the previous request.

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What this Agent solves for you

What it does

It automatically analyzes each reimbursement request, identifies inconsistencies, and applies company policy rules.

Automated activities

Reading receipts and invoices with AI
Classifying expenses (reimbursable/non-reimbursable)
Automatically applying reimbursement policies
Generating justifications and routing the card.

Agent Subfunction

Automatic Triage

Results and impact

98%

less processing time

100%

compliance in reimbursement analyses.

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 Triage Agent and how does it work?

The Triage Agent is a specialized AI Worker within Pipefy's Processo de Reembolso 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 Triage Agent in Pipefy?

The cost of the Triage Agent 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 Triage Agent and spreadsheets and manual financial processes?

While spreadsheets and manual financial processes rely on manual intervention at every step, the Triage Agent 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 Triage agent for my company?

To choose the right Triage 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.