Success Story
isaac: 50% faster payment processing with AI Agents
To optimize Accounts Payable and eliminate repetitive tasks, isaac adopted Pipefy AI Agents to standardize processes, integrate systems, and boost operational efficiency with end-to-end automation.
Financial solutions for education institutions
Brazil
500 to 1000
employeesAccounts Payable and Invoices
The challenge
isaac’s Accounts Payable team manages payment requests, bank registration, bank reconciliation, FX close, and invoice intake. However, the team spent too much time on the operational side of these processes and aimed to standardize them more efficiently, while also reducing operational errors as much as possible.
“We had about 60 DARFs with the same due date, and we had to open them one by one to copy and paste data like barcodes and amounts into an ERP payment import spreadsheet. The activity was extremely repetitive, prone to errors, and took approximately 3 hours of work per day.” Ingrid Nunes, Mid-level Accounts Payable Analyst at isaac.
The solution
After analyzing Pipefy’s workflow automation solution, powered by an AI Agent, isaac realized the platform could solve repetitive tasks, improve process standardization, and reduce potential human errors. The fact that the tool could be integrated with Slack as well as its ERP system was also a differentiator.
With Pipefy’s AI Agent in place, isaac automated data extraction and payment processing, connecting workflows that previously depended on excessive manual intervention. The technology enabled the team to focus on analytical work, while AI handled operational execution.
Results and impact
50%
Faster processing time
$ 29k
Savings from fewer errors
$ 84k
Annual operating cost reduction
Implementing the AI Agent resulted in a 50% reduction in payment processing time. This faster pace allowed the operation to absorb demand without increasing headcount, optimizing daily workflows.
Annual savings of R$ 144k were generated specifically by reducing operational errors. By eliminating the need to manually open documents to copy and paste data into spreadsheets, the company mitigated issues such as forgetting tax withholdings on invoices, ensuring stronger financial compliance.
In addition, isaac achieved an operational cost reduction of R$ 420k per year. This amount directly corresponds to a reduction of 2 hours per day (12,000 hours/year) previously spent on manual calculations and repetitive processes, enabling the Accounts Payable team to work more strategically and less transactionally.
About isaac
Part of Arco’s education ecosystem, isaac is the largest financial solutions platform built for education institutions, serving more than a thousand schools across Brazil and ensuring the collection of more than R$ 2 billion in tuition payments.
“We had about 60 DARFs with the same due date, and we had to open them one by one to copy and paste data like barcodes and amounts into an ERP payment import spreadsheet. The activity was extremely repetitive, prone to errors, and took approximately 3 hours of work per day.”
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