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Pipefy Procurement

by Pipefy · Procurement & Sourcing

No-code workflow platform for automating procurement intake, approvals, and procure-to-pay.

Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.

Works with
NetSuiteSAPCoupaXeroSalesforce
Deployment
Cloud
Company size
SMB, Mid-market, Enterprise
Pricing
Per-user subscription with a free tier
Founded
2015
Headquarters
San Francisco, California, USA (founded in Curitiba, Brazil)

Overview

Pipefy Procurement is a no-code business process automation application built on Pipefy's broader workflow platform. It lets procurement and purchasing teams centralize intake, standardize purchase requisitions, route approvals, and manage supplier communication from a single interface without writing code. Requests arrive through configurable start forms (for internal users with workflow access) or public forms (for external stakeholders without a Pipefy account), and each request becomes a card that carries the full history of approvals, negotiations, documents, and messages tied to that requisition.

The platform is positioned as a workflow and orchestration layer rather than a full ERP or dedicated source-to-pay suite. Rather than replacing financial systems of record, Pipefy connects to ERPs and legacy tools so the procure-to-pay process can be coordinated in one place while the ERP remains the system of record for invoices, POs, and accounting. Teams configure stages, conditional logic, SLAs, and automation rules visually, and Pipefy markets AI-assisted process building and AI Agents that can help draft workflows from natural-language prompts and run portions of supplier and approval cycles.

Pipefy is used across procurement, HR, customer service, finance, and other operational functions, so the procurement use case is one application of a general-purpose process platform. This breadth is a strength for organizations that want a single tool spanning multiple departments, and a consideration for buyers who need deep, procurement-specific features (such as native catalog management, contract lifecycle management, or spend analytics) that purpose-built procurement suites provide out of the box.

Screenshots & demo

Demo video from the vendor's YouTube channel.

Modules & capabilities

Pipefy Procurement covers 13 of 63 capabilities we track in this category

21%
  • Guided buying experience
    Not evidenced
  • No-code configurable intake formsConfigurable start forms plus public forms for external requesters without a Pipefy account
    Core strength
  • AI-assisted request intakeAI process builder plus AI Agents that assist with supplier rounds and approvals
    Core strength
  • Policy enforcement at intakeStandardized request fields to prevent missing information
    Supported
  • Requisition-to-PO conversion
    Not evidenced
  • Budget-tied requisitions
    Not evidenced
  • Blanket & recurring orders
    Not evidenced
  • Statement-of-work generation
    Not evidenced

“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.

Common use cases

  • Centralizing and standardizing purchase requisition intake
  • Automating multi-step purchase approval flows
  • Managing procure-to-pay handoffs alongside an ERP
  • Running supplier quote and negotiation rounds
  • Tracking procurement SLAs, expenses, and cost savings
  • Giving requesters self-service visibility into request status
  • Coordinating purchasing across multiple departments in one tool

Strengths & considerations

Strengths

  • No-code visual workflow builder usable by non-technical procurement staff
  • Public forms let external stakeholders submit and track requests without an account
  • General-purpose platform spanning procurement, HR, finance, and customer service
  • AI process builder and AI Agents for drafting and running workflows
  • Orchestration layer that connects to existing ERPs rather than replacing them

Considerations

  • Not a full source-to-pay suite; lacks native catalog, CLM, and deep spend analytics that dedicated procurement platforms include
  • Reviewers note it can feel inflexible for dynamic or non-routine workflows
  • Advanced features and security controls (SSO, 2FA) are gated to higher-priced plans
  • Per-user pricing can become costly when many occasional users need access
  • Some reviewers cite gaps in integrations with tools like Jira, Notion, and Slack

ERP integrations

Xero
iPaaS template
Pushes to ERPInvoices

Example automation creates an invoice in Xero when a sale is recorded in Pipefy, delivered via iPaaS platforms such as Zapier.

Open API
Bi-directionalPurchase requestsRecords

Sends approved request details to NetSuite and retrieves records to enrich cards; built via API/iPaaS rather than a certified prebuilt connector.

Open API
Varies by connectorPurchase requests

Cited by Pipefy as an ERP it integrates with to manage procure-to-pay, implemented via API/webhooks rather than a productized connector.

Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-11.

Pricing

Model
Per-user subscription with a free tier
Starting price
Free Starter plan; Business at $33/user/month
Free trial
Yes

Publicly listed tiers: Starter (free, up to limited processes/users/records), Business ($33/user/month), Enterprise ($65/user/month), and Unlimited (custom, contact sales). SSO and 2FA are reserved for Enterprise and Unlimited. A free version is available; confirm current pricing on Pipefy's pricing page. Get an independent shortlist with pricing guidance below.

Technical & security

Hosting
Cloud (SaaS)
Compliance
SOC 2 Type 2, ISO/IEC 27001:2022, ISO/IEC 27701, ISO/IEC 27018, GDPR, LGPD
Mobile app
Yes

About the vendor

Founded
2015
Headquarters
San Francisco, California, USA (founded in Curitiba, Brazil)
Ownership
Private (venture-backed)

Alternatives to Pipefy Procurement in Procurement & Sourcing

Pipefy Procurement — frequently asked questions

Is Pipefy Procurement a full ERP or procurement suite?

No. It is a no-code workflow automation application that orchestrates procurement processes such as intake, approvals, and procure-to-pay. It connects to ERPs like NetSuite and SAP rather than replacing them, and does not aim to provide a full native source-to-pay suite.

How does Pipefy connect to ERP systems?

Pipefy integrates through its public REST API, HTTP webhooks, and iPaaS tools such as Zapier. It can push approved request data to ERPs like NetSuite and SAP and pull records back to enrich its cards. These are typically API/iPaaS integrations rather than certified prebuilt connectors.

Can external suppliers or requesters use it without an account?

Yes. Pipefy offers public forms that let people without a Pipefy account submit requests, and requesters can check the status of a request from desktop or mobile without logging in.

What security certifications does Pipefy hold?

Pipefy reports SOC 2 Type 2 compliance and ISO/IEC 27001:2022, ISO/IEC 27701, and ISO/IEC 27018 certifications, along with GDPR and LGPD compliance. SSO and two-factor authentication are available on Enterprise and Unlimited plans.

How much does Pipefy cost?

Pipefy publishes a free Starter plan, a Business plan at $33/user/month, and an Enterprise plan at $65/user/month, with a custom-priced Unlimited tier. Confirm current pricing on Pipefy's pricing page, as plans and limits change.

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