For Professional services

Billable work, without the admin tax.

Proposals, delivery, utilisation and invoices - one system that knows which engagements actually pay.

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The instrument

Your business, in one picture.

Professional services · company state

schematic
COMPANY STATEENGAGEMENT BOOKPROPOSALSTIME TRACKINGINVOICESCALENDARSDOCSCRM

Drag sideways to see the rest

19 ENGAGEMENTS · 4 INVOICES PREDICTED LATE

PROPOSALS
scope, price and assumptions
TIME TRACKING
hours against each engagement
INVOICES
billed, paid and overdue
CALENDARS
who is booked, and when
DOCS
deliverables and working papers
CRM
clients, contacts and pipeline

A schematic of the surface, not a screenshot.

The problem

The expertise is the product. The admin eats the margin.

Proposals get rewritten from scratch. Hours get logged late. Scope grows quietly. By the time the invoice goes out, the profit already happened - or didn't.

The suite

The parts of Brainis you'll live in.

Work AIEngagements and delivery.Open Work AI Finance AIInvoicing and margin.Open Finance AI Revenue AIProposals and pipeline.Open Revenue AI Analytics AIUtilisation.Open Analytics AI

What it runs

The plays you'd run.

Pulled from the same catalog behind /plays - these are the ones that matter in your domain.
Which clients are most profitableWhich clients are unprofitableWhich project has scope creepWhich invoices are likely lateWho is overloadedWho is underusedWhich deals we can't close right now (capacity)

Worked example

Turn an accepted proposal into a delivered engagement

The accepted proposal is already the engagement plan, the invoice schedule and the capacity check.

  1. system

    Open the engagement from the accepted proposal

  2. agent

    Build the delivery plan and milestones

  3. agent

    Check capacity against current commitments

  4. you

    Approve staffing and dates

  5. agent

    Draft the invoice schedule

  6. you

    Approve invoices before they send

Every actor is labeled. The steps marked you are the calls Brainis routes to a human; the mission carries the authority for the rest.

Connect

The tools you already use.

  • Google WorkspaceGoogle Calendar today · Gmail coming soon
  • Microsoft 365available today
  • QuickBooksnot a connector yet
  • Xeronot a connector yet
  • Slackavailable today
  • time trackingnot a connector yet

Connect the minimum your objective needs - not everything you have. See the whole catalog

Status labels come from the live connector catalog.

Autonomy

What runs itself. What waits for you.

Drafting and tracking at L5. Anything that bills a client or commits a person's time stays with you.

  1. L0Observe
  2. L1Suggest
  3. L2Supervised
  4. L3Delegated
  5. L4Orchestrated
  6. L5Proactive
  7. L6Autonomous
  8. L7Self-Optimizing
  • L2Supervised · Billing and committing time
  • L5Proactive · Drafting and tracking

How autonomy works

Hard question

Our work is judgment. Can software really help?

It isn't trying to do the judgment. It removes the work around the judgment - the proposal rewrite, the utilisation guess, the chase for the late invoice - and it tells you which engagements are worth your judgment next.

Nearby

Close to yours.

Digital agenciesDelivery, review and profit per client, with a QA layer your clients can feel.Open Marketing & creative agenciesCampaign volume with brand-safe output and every claim checked before it ships.Open Recruiting & staffingCandidate and client pipelines that finally know about each other.Open

All industries

Start where your business actually is.

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