Brillian

Many business owners assume "S-Corp" describes how their company is incorporated. It doesn't — and understanding the difference can save you from costly surprises down the road.

S-Corp: It's a Tax Election, Not a Business Structure

Two common reasons a QuickBooks connection won't go through, and how to fix each one.

Why can't I connect my QuickBooks account to Brillian?

Step-by-step instructions for adding financial documents to your Brillian account after submitting your valuation questionnaire.

How do I upload documents to my Brillian account?

A checklist of what business owners need before starting the Brillian onboarding process.

What information do I need to complete my Brillian onboarding?

Step-by-step guide for business owners on how to provide financial data to Brillian during onboarding.

How do I connect my financial accounts to Brillian?

Brillian connects live with QuickBooks Online; Desktop users can upload financial statements directly instead.

Does Brillian support QuickBooks Desktop, or only QuickBooks Online?

Hallie Porterfield

Brian Muller

Common questions that come up during onboarding

Setting Up Your Business Correctly

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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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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