Intelligence that works.
Your AI department, built into the business.
We get to know the company, put the problem and the path on one page and build the AI that works inside your process, on the systems you already have. We start with one process, with the number we’ll track agreed before we build. Then we keep running the AI and adjusting it with your team.
Illustration with fictitious data: a distributor with leadership and four departments, sales, purchasing, operations and finance. A single line, the AI department run by Pipa, runs through all four departments, passing through the systems they already use, the CRM and the ERP. Each department shows one result for the day: flags 5 idle customers to sales, checks 38 orders before sending, chases proof of 3 deliveries and routes a payment for sign-off. At finance, the line rises to leadership, where the payment above the limit waits for approval. The legend shows 47 tasks today and 1 awaiting approval.
- People
- Processes
- Systems
- Rules
- Decisions
- Documents
Illustration of a distributor: a slowly rotating map, like a cloud, of what the company’s five areas know, Leadership, Sales, Purchasing, Operations and Finance, all connected. It holds people and roles, processes, systems, rules and approval limits, decisions and documents, and the systems every area uses, such as the ERP, link them together. In green, the AI department queries the map across areas. Who approves a discount above policy? From the sales rep and the sales order, in Sales, to the sales policy and the managing director, in Leadership. Which customers stopped buying? From invoicing, in Finance, through the ERP, to the customer portfolio and the sales rep. Can this order go to the supplier? From the purchase order to stock in the WMS, in Operations, to the minimum stock rule and the decision recorded on the A3 sheet. Which payment needs approval today? From the ERP to accounts payable and the payment approval limit, up to the managing director. Can this return be accepted? From the messaging channel to return approval, up to the sales manager.
- Leadership
- Managing director
- Payment approval limit
- Review the discount policy
- Start with purchasing
- Monday meeting minutes
- A3 sheet
- Sales policy
- Sales
- Sales rep
- Sales manager
- Field rep
- Sales order
- Customer portfolio
- CRM
- Discount above policy
- Price floor
- Price list
- Purchasing
- Buyer
- Purchase order
- Supplier quote
- Restocking
- Three quotes above R$ 20k
- Minimum stock
- Supplier contract
- Stock spreadsheet
- Centralize supplier quotes
- Minimum stock by ABC curve
- Operations
- Shipping lead
- Picking and delivery
- Stock count
- Returns
- WMS
- Return approval
- Stock count procedure
- Finance
- Finance analyst
- Credit analyst
- Accounts payable
- Collections
- Credit review
- Invoicing
- Month-end close
- Online banking
- Credit limit
- Collection terms
- Credit manual
- Margin report
- Collect at D+3
- ERP
- Orders inbox
- Messaging channel
- Who approves a discount above policy?
- Which customers stopped buying?
- Can this order go to the supplier?
- Which payment needs approval today?
- Can this return be accepted?
Intelligence as a Service
Understand the business, build the intelligence and keep it running. All three, together.
Understand covers the A3 and the plan; Build, taking the manual work out of the process in today’s systems; Guarantee, running and tracking it.
Understand: the business before the technology.
One of the partners, who has run a mid-sized company, sits down with you and the people who own the process. The A3 sheet shows where the company is, where it needs to get to, where change usually breaks down and what to tackle first.
A3 sheet
Build: take the manual work out of the process that already works.
If the way your company works makes sense, it stays. We take the manual work out of it, inside the systems your team already uses: what today depends on retyping, spreadsheets, messages and memory moves to the AI, and people keep the decisions. No new system running on the side.
Manual work out · your systems stay
Guarantee: the work gets done in the process, every day.
AI, tailored to the process, follows up on the next step on time, checks the data at the source and flags issues the same day. And Pipa keeps running the AI and adjusting the rule with your team.
Follows up · checks · flags
What we guarantee
The change happens in the process, every day.
- In writing before we start. The A3 defines what will be up and running and how we’ll track it.
- In the system your company already uses. AI works there, not in a spreadsheet on the side.
- Adjusted when the process changes. Pipa runs the AI and adjusts the rule with your team.
A3 sheet
Clarity on one page. Intelligence at work.
What is now scattered across orders, spreadsheets and emails becomes one page: where the company is, where it needs to get to and who decides what. Then the sheet goes into operation, and the AI does its part in the process and logs what it did.
Illustration: a distributor’s scattered information, such as orders, spreadsheets and emails, comes together on an A3 sheet with Point A, Point B, choices, priorities, roles and how we track it. Purchasing decides exceptions; AI checks the order and follows up on the next step. Then a path connects Point A to Point B and the sheet goes into operation. In the day’s log, AI checks 38 purchase orders at 7:12 a.m., flags a late order to the buyer at 7:13 a.m., which gets resolved, and follows up on leadership’s pending approval at 7:40 a.m. That makes 238 items checked so far that day.
The four Intelligences
We start with the questions owners ask.
These are the questions that come up most in a first conversation. Each one has a Pipa Intelligence behind it, and any of them can come first.
Market Intelligence
Where should we grow?
Which customers, regions and segments are worth the effort, based on your own company’s numbers.
What stays in place: an always-current read of the market and your accounts, instead of a report that goes stale.
Product Intelligence
What should we sell, and how do we explain it?
Portfolio, pricing and how the offer is presented to buyers.
What stays in place: a written sales policy, applied to every proposal.
Commercial Intelligence
How do we sell more?
Prospecting, accounts and sales routine.
What stays in place: prospecting for new customers without the manual work, each salesperson’s priorities for the day, and a flag when a customer stops buying.
Management Intelligence
How do we make decisions actually happen?
KPIs, management routine and approval limits.
What stays in place: the management routine, with KPIs delivered on time and approval limits in writing.
Why AI
The chain breaks between routine and tracking.
That’s what AI changed: it stays inside the process and takes over what used to depend on someone remembering.
With AI between routine and tracking, the chain holds all the way to the result.
- Follows up on the next step by the agreed deadline.
- Checks the data at the source, without relying on someone to check it by hand.
- Flags issues the same day, to whoever decides, not at month-end.
It’s not a tool your team has to learn and keep running on its own. Pipa builds it, runs it and adjusts it, and your team uses it where they already work. It keeps an eye on the process, not the people.
What AI knows about your company
Your company’s knowledge, connected and sourced.
It’s the map at the top, up close. What lived in people’s heads and was scattered across spreadsheets and email is connected. When someone asks, the AI department follows those links to the rule, shows where it came from and who decides.
-
Query 01
Who approves a discount above policy?
- Sales rep person
- Sales order process
- Discount above policy rule
- Managing director person
Source Sales policy
-
Query 02
Can this order go to the supplier?
- Purchase order process
- WMS system
- Minimum stock rule
- Minimum stock by ABC curve decision
Source A3 sheet
-
Query 03
Which payment needs approval today?
- ERP system
- Accounts payable process
- Payment approval limit rule
- Managing director person
Source Monday meeting minutes
Demo · fictitious data
On the map at the top, hover over or tap an item to see what connects to it.
By industry
Industry-specific solutions, experience across sectors.
Every industry gets stuck somewhere different, and the solution comes from each one’s process. The tag on each case shows where it stands.
- Runningalready live at a Pipa client
- Being rolled outwe’re putting it into operation
- Could be runningwhat can be done in your process
-
Construction, real estate and land development
- Running: Broker simulator: pick the lot on the map, simulate with the development’s rules and send the proposal as a PDF. Commission and cash flow stay off the broker’s screen.
- Running: Reservations with a deadline and a queue. A unit doesn’t get stuck in a forgotten proposal.
- Running: Broker assistant on WhatsApp, to answer questions and send materials on the spot.
- Being rolled out: Property as part payment: comparables, surroundings and title records combined into a reference value, so you can decide in hours.
-
Manufacturing
- Being rolled out: Morning summary on the leadership’s WhatsApp: what shipped yesterday, by salesperson and product, against target.
- Being rolled out: Ask your numbers on WhatsApp. Any period, customer or product, without opening a spreadsheet.
- Being rolled out: The weekly results deck comes out ready, in the company’s own template.
- Could be running: CRM kept up to date without salespeople typing. Open proposals get followed up on the right day.
-
Distribution and wholesale
- Running: Coverage map: where you sell, where you stopped selling and which stores don’t buy from you yet.
- Could be running: Sales rep routine: who hasn’t been visited, who stopped buying, what to bring next time.
- Could be running: Orders that arrive by WhatsApp, PDF or voice message go into the system without retyping.
- Could be running: Discount approval limits applied when the order is placed, not at month-end.
-
Apparel manufacturing
- Running: A dashboard on each work cell’s TV, reading the system live. The team sees the day as it happens.
- Running: Every Monday, the sewing math: what stays in the cells, what goes to subcontractors and in which batch.
- Running: From reference to garment: research for the collection, technical drawing and a file ready for the pattern.
- Running: Fashion video from the studio photo, with the real garment and approval before publishing.
-
Retail
- Could be running: Replenishment by store: what will run out and what is piling up, before the stockout or the clearance sale.
- Could be running: Who stopped buying, since when, and the right message to bring them back.
- Could be running: Each store’s day on the owner’s WhatsApp, with what changed.
-
B2B services
- Running: The diagnosis on one sheet: where the company is, where it wants to go and the path, with competitors on the same chart.
- Being rolled out: CRM and billing read together: where revenue comes from and where the funnel stalls.
- Being rolled out: A 30-, 60- and 90-day plan, every line with an owner.
- Could be running: Niche prospecting: a few right targets, at the moment they might switch suppliers.
-
Agribusiness
- Being rolled out: Monday radar: the week’s weather in each salesperson’s region, market prices and the news that matters.
- Being rolled out: Who should have bought and didn’t, with a phone number, in the salesperson’s hands.
- Being rolled out: Potential customers by city, from the public company registry.
- Being rolled out: Technical assistant on the salesperson’s phone: dosage, lab report and application window.
-
Healthcare
- Running: ANS health-plan statements reconciled on their own, with each difference flagged line by line.
- Running: The numbers come out of the PDFs you receive, no retyping.
- Running: At the clinic, patients followed up without anyone typing into the system.
- Running: Running the company by voice: ask out loud, get the number back.
-
For every sector
- Running: The company’s knowledge map, like the one at the top, which the AI checks before answering.
- Running: Management by voice: ask out loud, get the number back.
- Running: Calendar management: meetings booked, confirmed and reminded at the right time.
- Running: Numbers pulled from the PDFs and documents that come in, no retyping.
See your industry here? Ask us to reach out. If it isn’t here, the method is the same. A partner will get in touch.
Ask us to reach outGovernance
The rule lives in the system. The decision stays with people.
Every use case starts with a rule, an owner and a log. AI follows the rule, takes exceptions to a person, and leaves people’s decisions to people.
Who decides what: a sales example
It’s all in writing: what follows the rule, what goes to review and who approves. Each use case has an owner inside the company.
Follows the rule
- Building the day’s priorities from the account list
- Building proposals within the approved price list
- Preparing reports from authorized sources
Goes to a person
- Discounts above the sales policy
- Payment terms outside the price list
- Answers without enough support in the source
Stays with people
- Setting sales policy, pricing and terms
- Signing contracts and making commitments
- Decisions about people on the team
How it fits into the project
Map and risk
Before we build, we map where AI will act, what data it uses and what could go wrong. The risk classification sets how much control each use case needs.
Data with a purpose
Sources, permissions and authorized people are defined before we start. Personal data is processed only for the purposes your company defines, with a legal basis and limited to what’s necessary, as required by the principles of Brazil’s General Data Protection Law (LGPD).
Logging and review
We define what each use case logs and who can access it. While we run it, we review usage, quality and exceptions, and adjust the rule when needed.
Pipa is a member of IBGIA
The Brazilian Institute for Artificial Intelligence Governance (Instituto Brasileiro de Governança em Inteligência Artificial) is a nonprofit civil association that publishes analysis on AI governance in Brazil. The risk-based approach and maturity scale we use come from it, with attention to the LGPD and to Bill 2338/2023 (PL 2338/2023), still pending in Congress.
Questions that usually come up before a first conversation.
What does “your AI department” mean?
It means Pipa looks into the problem, decides with you what to change, builds the application on the systems your company already uses and keeps it working, with the running and improvements we agree on. We call this Intelligence as a Service. The scope is defined: it isn’t a dedicated team or unlimited on-demand work.
Do you guarantee results?
Not business results. Those also depend on the market and on people, and we don’t promise them. What we guarantee is that the change happens in the process, every day: next steps get followed up on, data gets checked and issues surface the same day. What will be up and running, and how we’ll track it, is put in writing before we start.
Who looks after the AI once it’s in place?
For as long as the contracted operation lasts, Pipa looks after what it implemented, within the agreed scope: it tracks how it’s used, reviews exceptions and adjusts the rule with your team when the process changes. It isn’t unlimited on-demand work or a replacement for your team. On your side, someone stays responsible for data, use and decisions.
Will the AI keep an eye on my team?
It keeps an eye on the process, not the people: it follows up on the next step, checks the data and flags when something breaks the rule. What gets logged and who can access it is defined before we start.
How does the team work with it day to day?
The way it already works. AI goes into the systems the team uses and takes care of what used to depend on someone remembering. Decisions stay with people, and who approves each exception is put in writing.
Do I need to replace my company’s systems?
We use your existing information and systems whenever it’s technically feasible. Any need for access, integration or change is assessed before we build.
How long until the first delivery?
The timeline depends on the process, the data and the integrations needed. Pipa starts with a well-defined use case, with a schedule and success criteria agreed in the A3 sheet, before we build.
How does working with Pipa start?
It starts with a conversation. If it makes sense, we agree on the implementation, which opens with the A3 sheet: where the company is, where it needs to get to, which number we’ll track and what it will take to make the change happen. Then come the phased build and ongoing operation, with deliverables, responsibilities and investment spelled out in the proposal.
The first step
Start with the problem that never gets solved.
Six short questions, about a minute. A partner reads and replies.
Got it. One of the partners will get in touch personally.
We couldn’t send it just now. Email us at contact@pipa.global.
Please use your company email in the form. If you don’t have one, write to contact@pipa.global.