The report rebuilt every Monday
Someone sharp spends the first morning of every week copying numbers into the same deck. Then does it again next Monday.
Done-for-you AI automation
AI that takes
busywork off
your plate.
We build and manage AI workflows for finance and healthcare teams in the United States, Canada, and Mexico—processing documents, preparing reports, and keeping follow-ups moving inside your existing systems.
20 minutes. Bring one repetitive task.
Example: invoice to approval
Invoice receivedOutlook / shared inbox
JDMK
Finance, in controlExceptions stay visible
brilliant ai
Ready for your review.···
Invoice details checked
Exceptions highlighted
Approval request prepared
Your team approves the next step
Illustrative workflowBuilt around your people. Connected to your tools.Scroll to explore
Integrates with
the tools you already use.
Microsoftsalesforce OpenAIGoogle Workspaceqb intuitquickbooks
The busywork trap
Remember the deal you turned down.
Not because you couldn’t win it. The work was there. The demand was there. You said no because your team was already at the ceiling—and your best people were buried in work a system should have handled.
That ceiling isn’t rare. It shows up wherever the same manual steps repeat, week after week:
The data moved between tabs
Export here, clean it there, paste it in, check it twice. Hours a week moving information a system could move in seconds.
The process that breaks when it’s busy
It works fine until three arrive at once. Then the process that lives in one person’s head starts dropping things.
None of this is a people problem. The work holding your team back is exactly the work a system was built to carry.
Put a number on itStart with a job you recognizeEveryday work.
Everyday work.
Room to do more.
Pick a task you already know.
We’ll show the first step, what gets prepared,
and where your team steps in.
Finance operations
Give finance a cleaner start to the day.
Invoices, month-end, and missing files — gathered and checked so your team can decide, not hunt.
Something else slowing you down?
Book a workflow review
An example we could set upExample only
Get invoices ready to approve
When a supplier invoice arrives
OutlookQuickBooksTeams
Supplier invoiceINV–2026–084
Ready to reviewPurchase orderPO–00482
Collect the invoice
Check the details against the purchase order
Mark differences for your team
Ask for approval before it is recorded
What this gives your team
A checked invoice, supporting documents, and any differences — together in one approval request.
Your finance team approves the accounting entry. Payment stays under your control.
Book a workflow reviewThese are examples of what we could set up, not products you install. We confirm system access, data needs, and who approves what before any work begins.
Selected example: Get invoices ready to approve.
Make the opportunity tangibleWhat could your team
What could your team
do with more time?
Put a number on the busywork.
Explore your potential. No email required.
Your team, your numbers
01 / Inputs150
140
What an hour of productive work is worth.
$
Adjust the assumptions +
0100
Your figure, not our price. Drives the payback line.
$
Turned work away this year? Add it (optional).
050
$
Based on 60% automation and 46 working weeks. All amounts in USD.
Your potential, unlocked02 / Estimate
30 hrs / week
Back in your team’s hands.
1,380Hours reclaimed / year
$117,300Annual capacity value
3.1 moSimple payback on that budget
+15%More capacity, same team
An illustrative estimate, not a guarantee. Capacity value is not cash savings; implementation and ongoing costs are excluded.
From possibility to productionPractical AI.
Practical AI.
Real work, taken care of.
Strategy, implementation, and ongoing support.
One partner to get it working—and keep it that way.
Automation discovery
Find the bottlenecks worth fixing. Leave with a prioritized roadmap, a clear scope, and a business case.
Start with the right problemCustom AI agents
Purpose-built assistants that extract, classify, and draft. Grounded in your information, guided by your rules.
Intelligence with boundariesConnected workflows
Turn disconnected steps into one reliable process. From the first request to the final handoff.
Make the whole process workIntegration & ongoing care
Connect to your existing stack. Monitor performance, handle exceptions, and improve as your needs change.
Built to keep workingA clear path forwardStart small.
Start small.
Make room for more.
You know the process. We handle the build.
Start with one useful workflow, then expand from what you learn.
01
Walk us through the work
Bring a routine task to a 20-minute workflow review. We map the handoffs, discuss where AI fits, and identify a useful first step.
A practical starting point
02
We build your first workflow
We scope a pilot, connect your approved tools, and test with representative data. You review the results alongside your current process.
A working pilot, reviewed by you
03
Keep it working, together
We monitor the workflow, handle the exceptions, and keep it current as your business changes. Your team gets documentation and training on how to use it—running it stays with us.
A managed workflow, not a handover
Human by designBetter systems.
Better systems.
Still your people.
We plan for the people, not just the systems. Your team shapes the workflow and keeps every decision that matters. We build it, run it, and keep it working.
People stay in control
Define approval gates and exception handling before launch. Keep judgment with the people who know the work.
Your data deserves a plan
Agree on access, retention, and vendor requirements before connecting sensitive information.
You own what we build
The workflows, documentation, and IP are yours. We operate and maintain them; ownership and third-party dependencies are agreed in your scope.
Professional background
Past professional experience.
Prior professional work includes the organizations below. These are past experience references, not current Brilliant AI clients or partners; no endorsement is implied.
- Boston Consulting Group
- Bank of America
- Banorte Bank
- Bank of New York Mellon
- Accenture
- IBM
A little more clarityGood questions.
Good questions.
Straight answers.
Thoughtful automation starts
with an honest conversation.
Do you work with teams in the United States, Canada, and Mexico?
Yes. We work with finance and healthcare teams in the United States, Canada, and Mexico, and onsite consulting can be arranged in those countries. We also run a consulting arm in Malaysia serving clients across Southeast Asia. English and Mexican Spanish are available on this site.
What happens in the first workflow review?
Bring one task your team repeats. In a 20-minute conversation, we’ll talk through the inputs, tools, handoffs, and approval points. We’ll identify a useful starting point and discuss what needs deeper discovery before a pilot can be scoped. There’s no need to prepare a technical brief.
Do we need an AI specialist on our team?
You need someone who knows the process and can review the results. We handle the discovery, the build, and the running of it. Your team defines what good looks like, approves access, and signs off on the output—not the infrastructure behind it.
How long does an implementation take?
Timing depends on the workflow, integrations, data quality, and review requirements. We agree on a delivery plan after discovery, with a scoped pilot and clear acceptance criteria before expanding. Your team reviews the system before it goes live.
Can you work with our existing tools?
That is the starting point. We review your existing systems and available APIs, then choose the simplest reliable integration. Access, licensing, and vendor limitations are confirmed during discovery so the scope reflects what your tools actually support.
How do you approach sensitive financial or patient data?
We begin by defining what data the workflow needs, who can access it, where it is processed, and how long it is retained. Security, vendor agreements, and any applicable regulatory requirements must be reviewed with your team before sensitive data is connected. An automation does not by itself establish compliance.
What if an AI output is wrong?
AI output is treated as something to validate. We define checks, approval steps, and exception handling around the risk of each task. Important decisions stay with your team, with a clear path to pause or revert to the existing process.
What does it cost, and what happens after launch?
Pricing follows the scope: the workflow, required integrations, and level of support. Your proposal separates implementation from third-party and ongoing costs. We also agree on documentation, handover, monitoring, and support responsibilities before work begins.
Onsite consulting
Work with us, in person.
We work with finance and healthcare teams in the United States, Canada, and Mexico, and we provide onsite AI consulting in these countries. Our consulting arm in Malaysia serves clients across Southeast Asia. Work directly with our team to review your processes and plan your next steps in automation.
Book an onsite review- USA
- Mexico
- Canada
- MalaysiaConsulting arm — Southeast Asia
Start with a workflow reviewOne workflow.
One workflow.
A practical way forward.
Bring the task that keeps coming back.
We’ll talk through how it works today and where automation could help.
Map the task and the tools involvedIdentify the approvals and exceptionsAgree on a useful next step
A focused 20-minute conversation. No technical brief needed.
hello@brilliant.ai