Pipefy is ideal for getting started fast with lightweight form and kanban-board processes. When the process needs standard BPMN 2.0, eIDAS signature, AEAT compliance and EU data, Dokuflex makes the leap: a low-code BPM with business rules, AI-powered OCR and Iberian ERP connectors.
Pipefy is a no-code platform of Brazilian origin that models processes as pipes: intake forms plus kanban-style boards by phase. It is excellent for getting started fast, with almost no configuration, in operations, HR or procurement teams that want to organise requests and see the status of each card at a glance.
The limit appears when the process stops being a card board. Pipes are a proprietary model, not the standard BPMN 2.0; the depth for complex business rules is limited; there is no native eIDAS electronic signature or AEAT compliance; support operates in English and Portuguese; and data is stored according to the contracted region, not necessarily in the EU.
Dokuflex is a low-code BPM designed in Spain for regulated back-office processes: it models with standard BPMN 2.0 and a rules engine, integrates SAP, Sage, Holded, A3 or Meta4, signs contracts with eIDAS, digitises invoices for AEAT (Doku4Invoices and VERI*FACTU), extracts data with AI-powered OCR and orchestrates agents inside the process, all with Spanish-language support and data in the European Union.
Functional comparison focused on Spanish companies with back-office processes, ERP integration and regulatory obligations.
| Feature | Pipefy | Dokuflex |
|---|---|---|
| Modelling standard | Pipes and kanban boards by phase (proprietary model) | OMG's standard BPMN 2.0, exportable and interoperable |
| Advanced business rules | Basic automations and conditions per phase | Business rules engine with gateways, validations and conditional branching |
| Native eIDAS electronic signature | Via connector with DocuSign or other external providers | Native eIDAS signature (biometric, OTP, certificate, qualified) |
| AEAT digitisation and VERI*FACTU | Not available (requires third parties and custom development) | Yes, via Doku4Invoices (certified digitisation and VERI*FACTU submission) |
| AI-powered OCR / IDP | Not native; manual data capture by form | AI-powered OCR and IDP to extract data from invoices, delivery notes and contracts |
| Iberian ERP connectors (Sage, Holded, A3) | Limited; mostly via generic API or third-party integrations | Native connectors to Sage 50/200/X3, Holded, A3 by Wolters Kluwer and Meta4 |
| Support language | English and Portuguese; interface localised into Spanish | Native Spanish, team based in Spain, technical support in Spanish |
| Data residency | Depends on the contracted region, may be outside the EU | Data centres in the European Union, GDPR-compliant |
| AI agents in the process | AI assistant to build and suggest automations | AI agents orchestrated inside the BPMN process with context, OCR and RAG |
| Regulated back-office fit in Spain | Oriented to lightweight operations, HR and procurement processes | Designed for regulated back-office: banking, healthcare, public sector, energy and legal |
Trademarks belong to their respective owners. Public data consulted in July 2026.
Five reasons that come up again and again when a process grows beyond the kanban board and needs BPM rigour.
Pipefy's pipes are a proprietary model: if you switch platforms tomorrow, you rewrite them. Dokuflex processes use BPMN 2.0, an OMG standard any analyst understands, with gateways, subprocesses and events that a phase-based kanban cannot express.
eIDAS electronic signature (biometric, OTP, certificate, qualified) and AEAT-certified digitisation with Doku4Invoices and VERI*FACTU, inside the process itself. In Pipefy those pieces require orchestrating DocuSign and external development.
Sage 50, Sage 200, Sage X3, Holded, A3 by Wolters Kluwer and Meta4. What Pipefy requires a generic API or third-party integrations for, in Dokuflex is native, product-supported and maintained with every ERP release.
A rules engine to validate, calculate and branch based on process data, plus AI-powered OCR/IDP to extract line items from invoices, delivery notes and contracts. Where Pipefy's form captures by hand, Dokuflex reads the document and decides.
For regulated sectors in Spain (banking, healthcare, public sector, energy) Dokuflex operates aligned with ENS Medium and ISO 27001, with EU data, audit logging and documented incident management. Pipefy falls short for processes that require formal accreditation.
Technical support in Spanish and within Iberian business hours, with a contractual SLA from Business, and data hosted in the European Union. Compared to Pipefy's English and Portuguese support, you always speak to someone in your language and time zone.
If your team wants to get started in hours and the process is lightweight (HR requests, onboarding, purchase requests, internal tickets) based on forms and a phase-based kanban board, Pipefy has a very mature no-code UX and a time-to-launch that is hard to beat. For operations that do not depend on Iberian ERPs, legal signature or AEAT compliance, it remains a solid and agile option.
If you also do not need standard BPMN, a rules engine, eIDAS signature or guaranteed EU data, and you value above all the simplicity of a kanban shared across the team, deploying a full BPM like Dokuflex would be over-engineering: the functional gain would not offset the friction of implementing a deeper platform. Dokuflex comes in when the process becomes serious and regulated.
A scoped pilot to validate the migration on 5-10 real pipes before retiring Pipefy.
Inventory of active Pipefy pipes: phases, form fields, automations and connectors. We identify the 5-10 most critical for the pilot.
Each pipe is modelled as a BPMN 2.0 process in Dokuflex: kanban phases to tasks and gateways, fields to the data model and conditional rules to the rules engine.
Deployment of 5 flows in a test environment, parallel execution against Pipefy, comparison of results and metrics (times, errors, traceability).
Controlled cutover: switch off the Pipefy pipes, activate the Dokuflex SLA and plan the migration of the remaining processes by priority.
Pipefy models processes with proprietary pipes and kanban-style boards, an excellent approach to get started in hours with lightweight, form-based flows in operations, HR or procurement. Dokuflex is a BPM that models with OMG's standard BPMN 2.0 and adds a business rules engine, built for complex back-office workflows with validations, conditional branching, auditing and traceability. The practical difference: when the process stops being a card board and needs formal governance, legal signature and compliance, the BPMN standard and Dokuflex's rules provide the depth that pipes cannot reach.
Pipefy does not include native eIDAS electronic signature or AEAT-certified digitisation: those steps require integrating external providers such as DocuSign and custom development. Dokuflex natively integrates eIDAS electronic signature (biometric, OTP, certificate and qualified) and AEAT-certified digitisation with Doku4Invoices and VERI*FACTU submission, within the same BPMN process. For Spanish companies with tax obligations and contracts that must be signed with legal validity, that native integration avoids orchestrating several third-party tools.
Yes. Dokuflex's assisted migration starts from an inventory of Pipefy pipes, phases, fields and automations. Each pipe is mapped to a BPMN 2.0 process in Dokuflex: the kanban phases become tasks and gateways, the form fields become the process data model and the conditional rules become the business rules engine. For a typical 5-15 pipes, the pilot lasts 2 weeks and runs in parallel before retiring Pipefy.
Pipefy has Brazilian roots and operates mainly in English and Portuguese; the interface is localised into Spanish, but live technical support in Spanish and within Iberian business hours is not its standard. Dokuflex offers native Spanish-language support from technical staff based in Spain, with a contractual SLA included from the Business plan onwards, so both the business and IT teams always speak to someone in their own language and time zone.
Dokuflex hosts data in data centres located in the European Union, compliant with the GDPR (EU 2016/679), with encryption in transit and at rest, tenant segregation and audit logging. Pipefy stores data according to the contracted region, which may be outside the EU. For regulated processes in Spain, the guarantee of EU data residency simplifies GDPR compliance and public-sector requirements.
Dokuflex operates aligned with Spain's National Security Framework (ENS) Medium category and with ISO/IEC 27001 controls. Data is hosted in data centres located in the European Union, with encryption in transit and at rest, tenant segregation, audit logging and documented incident management. Customer-specific documentation is delivered under NDA during the commercial process.
30-minute guided demo on your real pipes. No commitment, in Spanish or English, with a Dokuflex engineer.