AI agents that handle your reimbursements, purchase orders, returns, vendor payments
Octapipe reviews requests and documents against your policy, then approves, rejects, or escalates to a human.
Live in three steps.
Set up your first approval process in an afternoon, then let the agents take it from there.
- Step 01
Build your pipeline
Create a kanban board for your approval process, with the fields and web form people use to submit requests.
- Kanban board for each process
- Custom fields and web form
- Step 02
Set the rules and your agent
Write your policy in plain language, then create an AI agent to enforce it and take care of anything else it should do.
- Rules in plain language
- An AI agent that acts on them
- Step 03
Follow every request
Requests move across the board as the agent decides. Your team checks progress anytime and steps in on exceptions.
- Live status on the board
- People decide the exceptions
Approve, reject or escalate, with the reason
Every decision cites the exact rule behind it. Unclear cases go to your team, never to a guess.
Learn morePurchase · 12 monitors
Document Agent reading the quote
Return · damaged order
Policy Agent checking rule 3.2
Vendor payment · Atlas
Rule 2.3 · no purchase order
Reimbursement · taxi
Rule 1.2 · receipt missing
Reimbursement · client dinner
Rule 2.1 · within limit
Purchase · design software
Rule 1.4 · approved vendor
Return · used headphones
Rule 4.1 · outside 30-day window
Minutes per approval, millions per year
Move the sliders to your own numbers and see what reviewing every request by hand really costs.
- 20%submitted with incomplete documents
- 8%delayed beyond the expected deadline
- 5%need an additional review
Yearly cost = requests × minutes ÷ 60 × hourly cost × 12. One full-time person is 160 hours a month. Assumptions, not industry statistics.
Write your policy like you'd explain it to a new hire
No code, no logic trees. Write the rule in plain words and agents apply it the same way every time.
Learn moreTravel & expense policy
Edited by Finance2.1 Meals
Client meals are reimbursed up to €200 per person. A receipt is required for every expense, listing the attendees.
2.2 Travel
Flights are reimbursed in economy class, booked at least 7 days ahead. Exceptions need approval from a Finance lead.
3 rules extracted
Every attachment, read and checked for you
Amounts, dates, names and vendors are extracted and checked against the request, with no retyping.
Learn moreTABERNA DA RUA
Rua da Prata 112, Lisboa
14/10/2026 21:42
Pessoas: 2 · Obrigado!
Runs the workflow. Makes the decision.
Octapipe runs your approvals from end to end, and its AI agents make the routine decisions for you.
- Workflow orchestrationDesign and run complex approvals.
- AI decision engineAgents act as the decision-makers.
- Enterprise knowledgePolicies, documents and context.
- System integrationsERPs, finance tools and databases.
- GovernanceAutonomy limits, permissions and audit.
What our customers say
“We went live with Octapipe in one month, across our six distribution centers. Purchase approvals that used to take days now take hours, and purchasing got 80% faster. From the first quote to the final approval everything is traceable, and the data goes straight into Power BI.”
Thiago C.Purchasing Coordinator
“We moved 90 licenses from another tool to Octapipe, and it was one of the best decisions we made for operations. Shipments and restocking now run in one flow, connected to Shopify and to finance, and our operation got 45% faster. Every team sees the same thing at the same time.”
Frederico R.Head of Operations
“Every launch means kits for influencers, partners and campaigns that have to arrive on time. With Octapipe connected to Shopify, we track every kit and shipment in one place, and our campaigns now run 22% faster. Nothing slips through, and partnerships stay on schedule.”
Jedeson C.Head of OperationsQuestions & answers
Ready to put AI agents on your approvals?
Start with the approval process that takes your team the most time.