Brillian

An explanation of how Brillian's QuickBooks connection works and how it keeps your financial data secure.

Is it safe to connect my QuickBooks account to Brillian?

Where is my data stored and is it safe?

A clear explanation of who can access a business owner's data within the Brillian platform.

Who at my financial institution can see my Brillian data?

Uploading financial documents directly to your Brillian account is the most secure way to share them — never by email.

What's the most secure way to send financial documents to Brillian?

Brillian's policy on client and firm data: never used to train Brillian's or any third-party AI vendor's models.

Will my client or firm data be used to train Brillian's AI models?

Hallie Porterfield

Information about Brillian's Security & Privacy policies

Security & Privacy

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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