Pipefy

Automate procurement workflows with a no-code platform for efficient purchasing and invoicing.

by Pipefy · eProcurement & Purchase Orders

Executive Summary

Pipefy is a no-code business process automation platform designed to help organizations digitize and automate operational workflows. For procurement, it enables the streamlining of processes such as purchasing, invoicing, and other related tasks. The platform offers a suite of features including automation, SLA management, advanced reporting, and a secure database, empowering managers to gain control and visibility over their operations. The platform's core strength lies in its flexibility, allowing users to build and customize workflows without coding. It also leverages AI Agents to automate complex tasks like credit analysis, identity checks, and regulatory monitoring, which can significantly speed up approvals and reduce operational costs across various business functions, including those within procurement. Pipefy aims to provide clear and predictable pricing, avoiding complex licensing structures.

Use Cases

  • Automating purchase requisition and approval workflows.
  • Streamlining invoice processing and payment approvals.
  • Managing supplier onboarding and contract lifecycle.
  • Digitizing and tracking procurement requests from various departments.
  • Automating compliance checks for procurement policies.

Features

Visibility

  • Operational Dashboards: Real-time visibility into workflow status, task progress, and team performance.
  • Advanced Reports: Detailed insights into process efficiency, bottlenecks, and compliance.

Intelligence

  • AI Agents: Automate complex tasks like credit analysis, identity checks, and regulatory monitoring.
  • Automation Engine: Automate repetitive tasks and entire workflows without coding.

Support

  • Personalized Knowledge Base: Access to a tailored knowledge base for self-service support.
  • Platform Training: Training resources to help users get started and maximize platform usage.
  • Community Support: Access to a community forum for peer assistance and discussions.

Technical Specifications

Deployment
SaaS
Authentication
SSO, 2FA
API Available
Yes

Security & Compliance

Certifications: ISO 27001, SOC 2

Encryption: 256-bit data encryption

Pricing

Model
Tiered subscription with personalized pricing based on users/company needs.
Starting Price
Free plan available
Target Customer
SMB,Mid-Market,Enterprise
Free Trial
Yes