Pipefy

Pipefy is the easiest and most agile way to digitize your business processes with the power of automation and Al Agents

Pipefy lets business teams digitize and automate their processes with AI agents, workflows and no-code tools, without a long implementation. The site frames it as an AI agent platform for process orchestration, aimed at teams in procurement, compliance, finance, sales, onboarding and claims.

Ready-made AI Studios cover specific operations: an SRM studio for procurement, compliance and finance; a P2P studio that automates end-to-end procurement with an ERP; a CRM studio that centralizes the sales process into one flow; a quotation studio; an onboarding studio that validates data and risks; a credit decisioning studio that orchestrates the whole credit operation; a claims studio for validation, fraud detection and settlement; and a background check studio with a consolidated trust score. AI agents are described as analyzing, optimizing and continuously evolving processes, with templates available for common use cases. Industry pages include retail and financial services, and an enterprise tier promises scale and governance.

Listed under finance in this directory, Pipefy is broader than that and reaches HR and general workflow automation too. The homepage does not state a pricing model, only prompts to start today or explore enterprise options. Begin by picking a template close to your process and letting the agents handle the repetitive steps.

Category: Finance. Pricing: freemium. Visit website

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