Manually reading invoices, receipts, and contracts wastes time — and mistakes are costly.
The AI Doc Reader + OCR combines Pipefy’s AI with a cutting-edge OCR partner, achieving over 90% accuracy even in complex documents.
The result: faster, more accurate, and fully traceable financial and compliance processes.

How it works
The agent combines OCR (for image/text recognition) with generative AI (to interpret content and extract key fields).
It can read a wide variety of documents — PDFs, photos, scans, even crumpled notes — and returns structured data directly into your pipe.
The cost is transparent: 2 credits per standard read, plus 1 extra credit only when OCR is activated (that is, when document extraction actually occurs).

Why it matters
Companies are seeing accuracy gains of over 10 percentage points, reaching up to 97% in critical processes such as accounts payable, reimbursements, and insurance policies.
This reduces rework, eliminates manual data entry, and increases data reliability for smarter financial decision-making.

CTA
📈 The AI Doc Reader + OCR will be available globally with the launch of Agents 2.0.
To enable it, contact your CSM.
If you’d like to explore and test this feature, learn more here.