AI-Agents for Evidence Gathering in Financial Services working with Pipefy

Attach invoices, collect vendor forms, request missing proof. Every one is ready to run, and you can adjust it in plain language.

Link current client documents to packets for internal review.

Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.

Route complete exception requests to authorized reviewers.

Complete requests reach your reviewer as approval tasks with the evidence and decision due date they need to act.