Pipefy highlighted in 2026 Gartner® Emerging Tech

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Industry leaders trust us to innovate and scale

From 15 days to 4 hours, without compromising governance

Unstructured

3 days
53 hours
  • Manual and fragmented data entry, queries across multiple sources, high SLA requirements, and risk of human error.
70%

Structured

0 days
26 minutes
  • Centralized workflow in Pipefy with standardized fields and initial KYC/KYB automations.
75%

Automated

0 days
15 minutes
  • Integração com CAF para validação automática de identidade e documentos, com biometria, OCR e tokens
92%

Agentic

0 days
8 minutes
  • AI agents orchestrate validations, biometrics, and decisions with governance, eliminating critical interventions.

From first touch to completion

A team of AI experts safeguarding your onboarding

From initial screening to the final decision, AI agents perform complex analyses in seconds, with precision and full compliance.

Risk and Compliance

Pre Check AI

It automatically validates CPF (Brazilian individual taxpayer registration number) and CNPJ (Brazilian company taxpayer registration number) by cross-referencing basic data and preventing inconsistencies.
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Risk and Compliance

Legal AI

Checks for legal proceedings and restrictions on CPF (Brazilian individual taxpayer registration number) and CNPJ (Brazilian company taxpayer registration number).
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Risk and Compliance

Compliance AI

It monitors sanctions, restricted lists, and negative media in real time, detecting reputational risks and strengthening regulatory compliance.
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Risk and Compliance

Finance AI

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

Operational AI

It verifies the technical capacity, performance, and ESG criteria of suppliers and partners.
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Risk and Compliance

Trust Score AI

It consolidates the opinions into a single score (0-100) based on legal, tax, and reputational risk.
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Risk and Compliance

Decision Assist AI

It recommends basing the final approval decision on internal policies, ensuring traceability and consistency in approvals.
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Create your own agent

No-code studio. Configure, test, and publish custom AI agents in days.

From first contact to completion

From registration to decision, in a secure and auditable workflow.

1 Receipt of registration and documents

Standardized onboarding form (KYC/KYB), mandatory document upload, and automatic card creation.

Form KYC/KYB
2 Automatic pre-check

Automatic verification of CPF/CNPJ and tax data, initial risk classification, and return of pending items.

Pre Check AI
3 Legal and compliance analysis

Legal AI and Compliance AI read contracts and check restricted lists, negative media, and legal validity.

Legal AI
4 Financial and operational analysis

Finance AI and Operational AI evaluate balance sheets, solvency, operational capacity, and ESG criteria.

Finance AI
5 Consolidation and Trust Score

Trust Score AI consolidates assessments into a single score (0–100), with documented justifications and sources.

Trust Score AI
6 Decision and final integration

Decision Assist AI recommends approval, review, or rejection and integrates the decision into the ERP, CRM, or core system.

Decision Assist AI

Onboarding AI Studio

97% less onboarding time

Processes that used to take 3 days now take 8 minutes with agentic AI orchestration.

Processes that used to take 3 days now take 8 minutes with agentic AI orchestration.

All validations and decisions are recorded with a complete audit trail.

1,400 hours saved per year

Automating credit, document, and risk analyses frees up the team to focus on strategic work.

“With the implementation in Pipefy, we managed to reduce our analysis SLA from 26 minutes to 8 minutes, and the average wait time dropped from 53 hours to just over 2 hours.”

Pedro Alves

Process Analyst, EvoluServices

Pipefy Academy

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Build, automate, and scale your end-to-end processes—in practice.

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FAQ

If you need help, we are here to guide you and provide all the support you need.

What does Onboarding AI Studio automate?
Pipefy centralizes the entire registration, validation, and decision-making process, using AI Agents that perform legal, financial, and compliance analyses in seconds.
Can I configure policies and risk levels according to my company's rules?
Yes. All evaluation criteria and risk thresholds can be customized without code, directly in Pipefy.
Is it possible to follow the decisions and analyses in real time?
Yes. Each validation generates an evidence record and a complete audit trail on the Pipefy card.
Does the system integrate with ERPs, CRMs, and other corporate databases?
Yes. Onboarding AI Studio features native and API integrations with leading market systems, ensuring full data synchronization.
How does AI handle sensitive data during analysis?
All data is processed using encryption and complies with LGPD and ISO 27001 standards, ensuring confidentiality and full governance.
What is the average implementation time for Onboarding AI Studio?
On average, 15 to 21 days, depending on the level of integration and the volume of active registrations.

The AI ​​that becomes real in your daily life

Simple setup, hundreds of integrations, enterprise-grade governance—without overburdening the IT team.

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