Ensuring Financial Brilliance Through Automated Solutions
Streamline document management and enhance client relationships with our innovative solutions
About FinBrill.
At FinBrill, we are dedicated to revolutionizing the way CPA firms, accounting firms, financial consultants, law firms, business consultancy firms, and all other businesses that maintain client relationships manage their interactions and document workflows. Founded on the principle of enhancing efficiency, our platform leverages cutting-edge automation technology to streamline business processes and ensure financial brilliance.
Our innovative solutions empower professionals to effortlessly collect, organize, and access day-to-day business data. With features designed for secure document storage, real-time client communication, and automated notifications for essential tasks, we eliminate the time-consuming manual processes that often hinder productivity across various industries.
We understand the complexities of managing client relationships in the fast-paced business landscape. Our mission is to provide a seamless experience that allows firms and their clients to focus on what truly matters—growing their businesses and achieving financial success.
Join us in transforming the future of business management through automation and brilliance.
Mission Statement
To empower businesses with automation solutions that enhance efficiency and promote financial success.
- Innovation: Continuously improving our platform to meet the evolving needs of our clients..
- Security: Prioritizing the safety and confidentiality of client data.
- Efficiency: Providing tools that streamline workflows and enhance productivity.
- Client Focus: Ensuring our solutions address the specific challenges faced by our clients.
Features
Document Management
FinBrill offers a secure document management system that allows you to store, organize, and share your files effortlessly. With end-to-end encryption and role-based access controls, you can rest assured that your sensitive information is protected.
Client Portal
Our user-friendly client portal enables clients to upload documents directly and access all the documents they need, including financial statements and other critical files, whenever they require them. This reduces back-and-forth communication and enhances client satisfaction.
Automation Tools:
Automate repetitive tasks with our powerful automation tools. From sending reminders to processing documents, our system saves you time and minimizes the risk of human error.
Document Classification
Our AI-driven document classification system intelligently categorizes and organizes your files, making it easier to retrieve information quickly. By utilizing advanced machine learning algorithms, we enhance the accuracy and efficiency of document management, ensuring that you can find what you need without unnecessary delays.
Collaboration Features
Enhance teamwork with features that facilitate collaboration between team members and clients. Share files, assign tasks, and track progress all within one platform.
Solutions
CPA Firms
Accounting Firms
Financial Consultants:
Law Firms
Business Consultancy Firms
Our Pricing.
Basic
if paid yearly (minimum two users)
- Secure document storage
- basic automation tools
- client portal access
- Free Support
- Free SSl Certificate
Pro
if paid yearly (minimum two users)
- Secure document storage
- basic automation tools
- client portal access
- advanced automation tools
- real-time client communication
- document classification
- Free Support
- Free Support
- Free SSl Certificate
Enterprise
if paid monthly/yearly (minimum two users)
- Secure document storage
- basic automation tools
- client portal access
- advanced automation tools
- real-time client communication
- document classification
- Free Support
- tailored solutions
- dedicated support
- additional security measures
- Free Support
- Free SSl Certificate
Basic
if paid monthly (minimum two users)
- Secure document storage
- basic automation tools
- client portal access
- Free Support
- Free SSl Certificate
Pro
if paid monthly (minimum two users)
- Secure document storage
- basic automation tools
- client portal access
- advanced automation tools
- real-time client communication
- document classification
- Free Support
- Free SSl Certificate
Enterprise
if paid monthly (minimum two users)
- Secure document storage
- basic automation tools
- client portal access
- advanced automation tools
- real-time client communication
- document classification
- Free Support
- tailored solutions
- dedicated support
- additional security measures
- Free Support
- Free SSl Certificate