AI automation for finance and healthcare

The capacity of a bigger team. Without the hiring.

Done-for-you AI agents for finance and healthcare teams. Each person gets agents that handle their invoices, referrals, and follow-ups inside the tools you already use, and every approval stays with them.

20 minutes. Bring one repetitive task.

Exhibit 1Running

An invoice that doesn’t match its PO, and what your team receives

What arrives

Outlook · AP inbox

billing@ridgeline-supply.com

Invoice 4471 — PO 1842

INV-4471.pdf

Invoice 4471

Purchase order
PO 1842
PO total
$4,180.00
Invoice total
$4,380.00

Amount ≠ PO 1842

What your team receives

Teams · Approvals

Invoice 4471 · Ridgeline Supply

  • Vendor matches the vendor master
  • PO 1842 found and open
  • Goods receipt attached
  • Total is $200.00 over the PO

3 supporting documents attached

Needs reviewApprove to record

Waits for a person to act.

  1. Collect
  2. Match
  3. Flag
  4. Your approval
Illustrative. Exceptions always go to a person before anything is approved. Payment stays under your control.

Start with a job you recognize

We’re on the finance team. Help us get invoices ready to approve.

Exhibit 2

Get invoices ready to approve, step by step

Finance · Example only

Starts when
When a supplier invoice arrives
Who decides
Your finance team approves the accounting entry. Payment stays under your control.
Book a 20-minute workflow review Explore finance automation

What arrives

Outlook · AP inbox

billing@ridgeline-supply.com

Invoice 4471 — PO 1842

INV-4471.pdf

Invoice 4471

Purchase order
PO 1842
PO total
$4,180.00
Invoice total
$4,380.00

Amount ≠ PO 1842

What your team receives

Teams · Approvals

Invoice 4471 · Ridgeline Supply

  • Vendor matches the vendor master
  • PO 1842 found and open
  • Goods receipt attached
  • Total is $200.00 over the PO

3 supporting documents attached

Needs reviewApprove to record

Waits for a person to act.

  1. i.Collect the invoice
  2. ii.Check the details against the purchase order
  3. iii.Mark differences for your team
  4. iv.Ask for approval before it is recorded
Illustrative. Exceptions always go to a person before anything is approved.Tools in this example: Outlook → QuickBooks → TeamsThese 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.

The busywork trap

The work that fills your best people’s week.

Finance

  1. i.The three-way match that lives in a shared inbox
  2. ii.The month-end pack rebuilt from five exports
  3. iii.The vendor statement that never quite ties to AP aging
  4. iv.The approval with no packet attached

Healthcare

  1. i.The referral that arrives incomplete and slips the visit
  2. ii.The prior-authorization packet assembled by hand
  3. iii.The billing follow-up only one coordinator understands
  4. iv.The intake checklist that breaks when three arrive at once

None of this is a people problem. The work holding your team back is exactly the work a system was built to carry.

What could your team do with 19.2 more hours a week?

4 people
8 hrs

What an hour of productive work is worth.

Adjust the assumptions
60%

Your figure, not our price. Drives the payback line.

Turned work away this year? Add it (optional).

0 declined

Based on 60% automation and 46 working weeks. All amounts in USD.

Hours reclaimed per week
19.2
Hours reclaimed / year
883
Annual capacity value
$52,992
Exhibit 3

Where the repetitive week goes

Hours per week across your team

19.2 of 32 repetitive hours a week handled by Brilliant

Source: your inputs. Assumes 46 working weeks a year.
More capacity, same team
+12%
Weekly capacity reclaimed (40-hour weeks)
0.5 weeks
Simple payback on that budget
6.8 mo

An illustrative estimate, not a guarantee. The $ figure is capacity value, not cash savings. Implementation cost is scoped after the review.

How it works

Agents for your people. Workflows for your processes.

You show us the job. We build it on your stack. We run it. You approve the exceptions.

Workflows

For
Work that arrives the same way every time
How it starts
Something arrives: an invoice, a referral, month-end
What it does
Collects, checks, and prepares the work, then sends exceptions to a person
Example
Invoice arrives → matched to its PO → approval packet in Teams
Who decides
The approver you name

Agents

For
Work that changes from day to day
How it starts
Someone asks, in plain language
What it does
Finds, drafts, and follows up for the person it’s assigned to
Example
“Chase the three clients still missing documents”
Who decides
The person who asked

If it starts with a trigger, it’s a workflow. If it starts with a request, it’s an agent. Many jobs need both.

  1. i.

    Review

    Walk us through one repetitive task, or record yourself doing it once. We map the inputs, tools, handoffs, and approval points, then tell you whether it calls for a workflow, an agent, or both.

    What the 20 minutes covers

    • The task, its inputs, and where it arrives
    • The tools and handoffs involved
    • Where approvals and exceptions sit
    • A useful first step, and what a pilot would need
    20 min
  2. ii.

    Pilot

    One workflow or one agent, fixed scope. We connect approved tools, test on representative, non-sensitive data, and put the output next to your current process. You accept it, or we revise.

    3–6 weeks
  3. iii.

    We run it

    We monitor it, handle exceptions, and keep it current. When the first one is working, we add the next workflow or the next person’s agent. Your team gets documentation. Running it stays with us unless you want a handover.

    Ongoing

What it costs to start

Every proposal separates implementation, third-party and API costs, and ongoing care.

Workflow review
Free. 20 minutes.
Pilot
One workflow or one agent, fixed scope, typically 3–6 weeks. Priced after discovery.
Run
A monthly retainer covering the workflows and agents we run for you.

What’s in the work

  • Connected workflowsOne reliable process from request to handoff.
  • Custom AI agentsAssigned to a person, guided by your rules.
  • Automation discoveryFind the bottleneck worth fixing first.
  • Integration and ongoing careMonitoring, exceptions, and updates.

Data and approvals

Your data and your approvals stay yours.

Read how we handle financial and patient data
  • You set the terms for your documents.

    Which systems and model providers may process your documents — and on what terms, including no training on your data — is decided by you before we connect anything.

  • Access is scoped, logged, and revocable.

    We ask for access one workflow at a time. You can see it, and you can revoke it.

  • Nothing posts, pays, or files on its own.

    Nothing is recorded, paid, or submitted until a person you name approves it.

  • Your agreements, your requirements.

    We work under the BAA, DPA, or NDA your team requires, agreed after discovery. An automation is not compliance by itself.

Client work

Rhino Automotive Glass

Visit Rhino

One connected CRM for industrial glass operations.

Before

Raw materials, finished-product stock, and sales were managed in separate software.

What we built

We built a custom CRM from scratch, developing each part as a module and connecting them through shared APIs.

Now

Rhino works from one integrated system and can automate workflows across inventory and sales.

A little more clarity

Good questions.
Straight answers.

Book a 20-minute workflow review
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?

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?

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.

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
Book an onsite review

Bookings are managed by Haab Calendar, our client and trusted partner.

Start with a workflow review

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 involved
  • Identify the approvals and exceptions
  • Agree on a useful next step

A focused 20-minute conversation. No technical brief needed.

Book a 20-minute workflow review

Bookings are managed by Haab Calendar, our client and trusted partner.

What task should we look at?

Share enough to have the conversation. Do not send patient records or account numbers.