Pipefy Reviews & Ratings

Pipefy

4.6 out of 5 stars
Company Website for Pipefy

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 594 Ratings

Total 4.5 out of 5 stars
ease 4.5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 4.5 out of 5 stars

What is appse ai?

appse ai is an ERP-native automation and AI agent platform that helps mid-market businesses run operational workflows across ERP, CRM, ecommerce, finance, inventory, and customer systems. The platform connects core ERP systems such as SAP Business One, Microsoft Dynamics 365, NetSuite, Acumatica, Sage, and SAP S/4HANA with tools like Salesforce, HubSpot, Zoho, WooCommerce, Shopify, BigCommerce, Zoho Books, Microsoft Teams, OpenAI, and many other applications. appse ai supports rule-based workflow automation for predefined business logic, AI-enabled workflow automation for plain-English workflow creation, and no-code agentic AI for autonomous execution across departments. Its AI agent suites include order to cash, procure to pay, finance and AP/AR, operations and inventory, and sales, CRM, and customer workflows. Order to Cash agents can pull orders from email, EDI, and ecommerce channels into ERP systems, then support fulfillment, invoicing, and collections. Procure to Pay agents can auto-generate purchase orders, support vendor onboarding, run 3-way invoice matching, and manage payment runs. Finance agents support reconciliations, collections, period-end close, and tax compliance, while operations agents keep inventory synchronized and clear exceptions across channels. Sales and customer agents sync pricing, deals, customer data, and post-sale updates between CRM and ERP systems so revenue teams can work from one source of truth. appse ai includes SmartScript, a visual no-code builder, a unified API hub, self-healing agents, 1,000+ integrations, and pre-built templates for manufacturing, retail, distribution, and other operational workflows. Deployment options include cloud, private cloud, hybrid, and on-premise environments, with security and compliance support for SOC 2, ISO/IEC 27001, GDPR, and SAP-certified partner requirements.

What is Pipefy?

Pipefy is the Enterprise-Grade Business Orchestration and Automation Technologies (BOAT) platform. It serves as a central orchestration layer that connects people, AI agents, and legacy systems into a unified operation. While traditional BPM solutions require months of engineering and consulting to deploy, Pipefy is architected to deliver AI-driven results in days. This speed enables IT leaders to solve the "backlog crisis" and modernize operations without the high cost of changing ERPs. Why Enterprise IT chooses Pipefy: 1. Elimination of Shadow IT: Unsanctioned tools create security risks and data silos. Pipefy’s "Adaptive Governance" model allows IT to set strict guardrails ("Safe Zones"). This empowers business units to build their own workflows—reducing the IT ticket backlog—while Technology teams maintain full visibility and control over data security and architecture. 2. Legacy Modernization (Two-Speed IT): Pipefy extends the capabilities of rigid legacy stacks (Systems of Record). By acting as an agile "System of Engagement" on top of SAP, Oracle, or Mainframes, it allows companies to deploy modern digital experiences and complex process logic without touching the delicate core code. 3. Agentic AI & Automation: The Pipefy Agent Studio moves beyond simple chatbots. It enables the deployment of specialized AI agents capable of executing tasks, reading unstructured documents (IDP), and routing requests based on complex rules. It creates a "Human-in-the-Loop" environment where AI handles the volume, and humans handle the exceptions. 4. Proven Economic Impact: Verified by a Forrester TEI study, Pipefy delivers a 260% ROI and a payback period of less than 6 months. It allows organizations to process high volumes of service requests (HR, Finance, Procurement, CS) with greater accuracy and less manual overhead. Compliance: SOC2 Type II, ISO 27001, ISO 42001 (AI Management), and SSO (SAML/OIDC) ready.

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Integrations Supported

NetSuite
SAP Business One
Sage X3

Integrations Supported

NetSuite
ABBYY Vantage
ADP Comprehensive Services
AWS AI Services
Airtable
Asana
Celonis
Gusto
HubSpot Customer Platform
Latenode
OutSystems
ReturnPro
Salesforce
Twilio
Workday Adaptive Planning
Workers by Delos
Zoho CRM
Zoho Invoice

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$20 (per-user billing)
✓ Unlimited processes / Plug-n-play templates

✓ Request tracker

✓ Visual customization

✓ Unlimited users (per-user billing)

✓ Automations and Pipefy’s API

✓ Role-based access

✓ Data recovery
Free Version

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
24 Hour Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

appse ai

Date Founded

2024

Company Location

United States

Company Website

appse.ai/

Company Facts

Organization Name

Pipefy

Date Founded

2014

Company Location

United States

Company Website

www.pipefy.com

Categories and Features

AI Automation

Not specified

Workflow Automation

Not specified

Categories and Features

AI Agents for HR

Not specified

AI Automation

Not specified

AI Procurement

Not specified

Business Process Automation

Pipefy is a cutting-edge business process automation platform enhanced with AI capabilities, designed to optimize IT resources while enabling business teams to independently create and implement up to 85% of their workflows across various departments such as HR, IT, Finance, Marketing, Sales, and more. With Pipefy, you can effortlessly construct, monitor, automate, and manage any custom workflow, regardless of its complexity, without needing any technical expertise. This no-code business process automation software offers a comprehensive solution that boosts team efficiency, oversight, and transparency throughout the entire process, from initial input to final output. Accelerate implementation, reduce costs, and simplify processes while avoiding the pitfalls of an overcomplicated tech stack. Pipefy comes equipped with a robust security suite, seamless integrations with over 300 applications and systems right from the start, and HTTP/HTTPS compatibility for easy connections with additional tools.

Not specified

Business Process Management

Pipefy is a cutting-edge business process management platform that leverages artificial intelligence to optimize IT resources while enabling business teams to create and implement up to 85% of their own workflows across various departments such as HR, IT, Finance, Marketing, and Sales. With Pipefy, you can effortlessly design, monitor, automate, and oversee any custom workflow—regardless of its complexity—without the need for technical expertise. This no-code BPM solution provides a seamless end-to-end operation, enhancing team efficiency, oversight, and control from the initial stage to final delivery. Accelerate your deployment process, reduce implementation costs, and simplify workflows while avoiding costly technology stacks. Pipefy comes equipped with a built-in security suite, immediate connectivity to over 300 applications and systems, and supports HTTP/HTTPS for easy integration with your existing tools.

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Mapping
Process Modeling & Design
Visual Workflow Management

Customer Onboarding

Not specified

Customer Service

Alerts / Escalation
Email Management
Queue Management
Self Service Portal
Surveys & Feedback
Workflow Management

Customer Success

Customer Lifecycle Management

Finance

Not specified

Human Resources

Unlock the full potential of your organization with Pipefy, the AI-powered platform for process management that effortlessly integrates the essential elements of HR: personnel, systems, and strategic initiatives. Streamline incoming requests and enhance response times as Pipefy manages all your HR processes in one centralized location, eliminating the need for coding expertise or reliance on specialized third-party service providers. Create personalized employee portals to gather key information, implement standardized HR forms to speed up the handling of requests, and utilize automated email templates for timely service updates. Noteworthy features include an integrated security suite designed to protect sensitive information and a versatile no-code framework that allows for quick setup and reduced implementation costs.

Applicant Tracking
Employee Database
Employee Lifecycle Management
Onboarding
Performance Management
Recruiting Management
Self Service Portal

IT Service

Pipefy is an intuitive no-code platform designed for automating processes and workflows, allowing organizations to optimize their IT resources while enhancing oversight and management of workflows and technology stacks throughout the enterprise. This user-friendly and secure tool enables any team to effortlessly create and automate various IT processes, workflows, or service portals. With Pipefy, organizations can accelerate adoption, effectively manage changes with complete transparency, and adapt swiftly to evolving business requirements—all while staying on schedule and within budget. IT teams utilizing Pipefy can monitor each step of the workflow and every component of the tech stack, minimizing risks associated with inadequate governance and unauthorized IT practices. Notable features include over 300 pre-built connectors, seamless HTTPS integrations, a comprehensive security suite, artificial intelligence capabilities, customizable process templates, adaptable forms, conditional rules, and some of the quickest implementation times available in the industry.

Ticket Management

ITSM

Pipefy is a no-code platform designed for automating processes and workflows, allowing organizations to optimize their IT resources while enhancing oversight and management of all internal operations. With Pipefy, IT teams can efficiently deliver projects and resolve tickets promptly and within budget constraints. The platform supports adherence to security and compliance protocols through features such as audit trails, business rules, and role-based access control (RBAC). Automated notifications help avert delays and guarantee quick escalations when necessary, while flexible asset management and tracking workflows are also available. This user-friendly and secure tool is accessible to any team seeking to design and automate various IT processes, workflows, or self-service portals. Notable features include over 300 pre-built connectors, HTTPS integrations, an integrated security suite, artificial intelligence capabilities, customizable forms, rules and conditions, and some of the quickest implementation times in the industry.

Not specified

Process Mapping

Not specified

Procure to Pay

Elevate your procurement department from a mere purchasing hub to a key strategic ally in your business. Establish a well-organized, consistent, automated, and foolproof procurement process to accelerate purchase order cycles and enhance collaboration among all stakeholders. Ensure seamless integration of your procurement software or existing legacy systems to expand your operations, while promoting transparency and responsibility throughout every phase. Utilize Pipefy’s AI-powered business process automation and management platform to swiftly gain insights into your processes, enabling you to make informed decisions with confidence. Design workflows that are based on industry best practices and specifically adapted to your team's distinct requirements.

Contract Lifecycle Management
Order Management
Vendor Management

Purchasing

Develop a streamlined, consistent, automated, and foolproof purchasing workflow to accelerate the purchase cycle and enhance collaboration among all stakeholders. Utilize Pipefy’s AI-powered business process automation and management platform to swiftly gather process insights, enabling you to make informed purchasing choices with confidence. Evaluate supplier effectiveness and establish workflows based on industry best practices, customized to fit your team's specific requirements. Seamlessly connect your accounting software or existing legacy systems to facilitate growth.

Compliance Management
Contract Management
Invoice Processing
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Supplier Management

Time & Attendance

Not specified

Workflow Automation

Pipefy is an advanced workflow automation solution powered by AI, designed to optimize IT resources while enabling business teams to create and implement as much as 85% of their own workflows. Unify, automate, and enhance your workflows to provide superior experiences for end-users, achieve quicker business outcomes, and improve overall efficiency. Accelerate the rollout process, reduce implementation expenses, and simplify complex procedures while avoiding costly technology overload. Benefit from an integrated security system, seamless connections to over 300 applications and systems right from the start, and HTTP/HTTPS support to link Pipefy with all other tools.

Not specified

Workflow Management

Pipefy is a cutting-edge workflow management platform augmented by artificial intelligence, designed to optimize IT resources while enabling business teams to create and implement up to 85% of their workflows independently. Unify, automate, and refine your workflows to enhance user experiences, accelerate business outcomes, and improve overall efficiency. Accelerate the deployment process, reduce implementation expenses, and simplify workflows with an integrated security suite. Connect effortlessly to over 300 applications and systems right off the bat, and utilize HTTP/HTTPS protocols to seamlessly integrate Pipefy with your existing tools.

Access Controls/Permissions
Approval Process Control
Business Process Automation
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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