Financial Services
AI agents orchestrate KYC, credit, and compliance with robust governance—reducing risk and accelerating decisions in days.
AI Studio
CRM AI Studio
Build pipelines, automations, and AI agents that connect Marketing, Sales, and Customer Success into a single end-to-end flow—with WhatsApp, email, voice, and integrated portals, plus real-time visibility across the entire customer journey.
AI Intelligence
Employee Onboarding
Standardize and automate your onboarding process with AI Agents and no-code workflows that ensure speed, traceability, and a seamless experience for new employees.
AI Intelligence
Customer Order Management
Smart intake, automated payment validation, and no-code workflows to accelerate customer operations.
AI Intelligence
Crédito
Credit Decisioning
Accelerate financial decisions and eliminate bottlenecks with no-code workflows and AI Agents that automate screenings, validations, and contracts with end-to-end governance and traceability.
AI Intelligence
Accounts Payable
Automate your accounts payable cycle with AI Agents, workflows, and a no-code platform that integrates systems and eliminates rework.
AI Intelligence
Procurement
Centralize requests, policies, and approvals with AI Agents, workflows, and a no-code platform that connects your entire procurement operation.
Artificial intelligence becoming a reality in your everyday tasks
Only Pipefy combines ease of installation with hundreds of integrations, governance certifications, and incredible usability for your company’s employees. All this without overloading your technical team.
