Services
We set up and run the systems and agents your team uses every day. Shaped to the way you already work.
You keep every approval. We handle the repetitive work.
Bookings run on Haab Calendar, a booking app we built.
- i.
AI Workflow Automations
Work that arrives the same way every time
We build one reliable process around a task your team repeats, so the right information reaches the right person, ready for their approval.
You approve the exceptions. Nothing posts, pays, or files until a person you name says so.
Learn more: AI Workflow Automations - ii.
AI Agents
Work that changes from day to day
Each person on your team gets agents that find, draft, and follow up inside the tools you already use.
“Chase the three clients still missing documents”
Learn more: AI Agents - iii.
Custom CRM
Clients, deals, and your pipeline
We set up a CRM and shape it to your pipeline, your team, and the way you already work.
Unlimited users, from $29 a month.
Learn more: Custom CRM - iv.
Custom ERP
Sales, stock, purchasing, and accounting
We set up a full business system that brings your sales, inventory, purchasing, invoicing, and accounting together.
Unlimited users, from $29 a month.
Learn more: Custom ERP - v.
Custom Software
When nothing off the shelf fits
When the tool your business needs doesn’t exist, we build it and keep it running.
Haab Calendar is our own: a booking app for clinics, studios, venues, and events, in English and Spanish.
Learn more: Custom Software
Not sure which one fits? Bring one task to the review. We’ll tell you where to start.
Bookings run on Haab Calendar, a booking app we built.
Onsite
Onsite reviews, including Mexico City.
We can sit with your team for the review, in the United States, Canada, or Mexico.
- United States
- Canada
- Mexico
Bookings run on Haab Calendar, a booking app we built.
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. Onsite reviews can be arranged in all three, including Mexico City. This site is available in English and Mexican Spanish.
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?
On your terms. We start by defining what data the workflow needs, who can access it, where it is processed, and how long it is kept. Which model providers may process it, and the BAA, DPA, or NDA we work under, are agreed with your team before sensitive data is connected. An automation does not by itself establish compliance.
What if an AI output is wrong?
We assume it sometimes will be. Every output is checked against rules your team agrees in writing, and anything that fails a check stops and goes to the person you named, with the reason. Nothing is recorded, paid, or submitted without their approval, and you can pause it at any time.
What does it cost, and what happens after launch?
The workflow review is free and takes 20 minutes. A pilot covers one workflow with a fixed scope, typically 3–6 weeks, and is priced after discovery. After launch, a monthly operating retainer keeps the workflow monitored and current. Every proposal separates implementation, third-party and API costs, and ongoing care.
Start with a workflow review
One workflow. A practical way forward.
A focused 20-minute conversation. No technical brief needed.
Bookings run on Haab Calendar, a booking app we built.
Prefer another channel?
Message us on WhatsApp +1 347 326 1975hello@brilliant.dev