FlowForma vs Pipefy (2026): which should you pick?

Pick FlowForma if

• Fits if your company already runs on Microsoft 365 and SharePoint
• Works for compliance-heavy teams that want governed, audited approvals

Look elsewhere if

• Pricey if you are small: $2,347 a month is the floor for three processes
• Skip it if you are not on Microsoft 365 and SharePoint Online, since it assumes them
• Tight if you need many processes, as plans are priced by process count and Professional covers 30 for $3,293 a month
• Watch out: AI agents on Essentials are add-ons, and premium support and consultancy days cost extra

Pick Pipefy if

• Fits if you run a few request or approval processes for a small team
• Works for a team that wants to try boards on the free Starter plan

Look elsewhere if

• Tight if you stay free: 50 cards and 15 automation jobs a month
• Skip it if you want a price for bigger use, as Business and Enterprise are sold through sales
• Watch out: SSO and two-factor authentication are Enterprise only
• Watch out: the FAQ says there are no refunds for cancellations or plan downgrades

FlowForma

• Plans are priced by number of processes, and the prices shown are 'from' figures billed annually.
• Copilot and AI Agents are on Professional and Enterprise; Essentials offers them as add-ons.
• It is built around Microsoft 365 and SharePoint Online, so it assumes that environment.
• Premium support, consultancy days and bespoke development are separate from the plan prices.

Pipefy

• No Business or Enterprise price is published; both are sold through the sales team.
• The Starter plan stops at 5 processes, 10 users, 50 cards a month and 15 automation jobs a month.
• Single sign-on and two-factor authentication are Enterprise features.
• The FAQ says there are no refunds for cancellations or plan downgrades.

FlowForma

AI-built workflows

Upload documents, diagrams or process notes and the AI turns them into a working form and workflow to refine.

Forms and workflow engine

Unlimited forms with approvals, roles, rules, conditions and escalations, running on SharePoint Online.

Document generation

Unlimited Word and PDF documents generated from templates that merge in data captured by a process.

AI agents and Copilot

On Professional and Enterprise, AI agents can complete tasks, check data and flag issues inside a process.

Governance and audit trails

Audit trails and controls over how processes run and how AI agents are allowed to act.

Insights

Reporting on each process, with AI highlighting bottlenecks, delays and trends.

Pipefy

Process boards

Work moves through phases as cards, with public shareable forms, conditional logic and SLA alerts.

Automations

Rule-based automations run per month within plan limits: 15 on Starter, 300 on Business and 2,000 on Enterprise.

Pipefy AI

Each plan includes 1,000 single-use AI credits, with more sold as add-ons. AI agents analyze and run parts of a process.

AI Studios

Prebuilt AI solutions for areas such as procurement, CRM, onboarding, credit decisioning and claims.

API and integrations

A public API, HTTP requests and Zapier connect Pipefy to other tools, with native links to Slack and GitHub.

Dashboards and metrics

Dashboards and lead-time metrics are listed, with process data combinable and exportable across processes.

FlowForma

• Essentials$2,347

  per month for up to 3 processes, billed annually

  From price. Up to 3 automated processes, unlimited forms, document generation, insights, mobile app and onboarding.

• Professional$3,293

  per month for up to 30 processes, billed annually

  From price. Up to 30 processes, plus FlowForma Copilot, AI Agents and advanced integrations.

• EnterpriseCustom

  Unlimited processes, priced on the customer's process estate; includes Copilot and AI Agents.

Pipefy

• Starter$0

  Up to 5 processes and 10 users, with basic automations, templates and Pipefy AI.

• BusinessCustom

  Unlimited processes and users with per-user billing, API access, role-based access and private processes. Sold through sales.

• EnterpriseCustom

  Adds single sign-on, two-factor authentication, white label, a custom email domain and higher limits.

FlowForma

No public discounts listed.

Pipefy

• Other savings

  Fixed-price packages for small businesses

  The pricing page advertises up to 90% off SMB packages for companies with 11 to 200 employees, subject to conditions.