How we work
You don't buy a tool. You get a working solution
UpBrains comes with the team that makes it work: we scope your document flows, build the automation on your real quotes, orders, invoices, CoAs, and SDSs, and stay until your operations run on it.
Built with you by the solutioning team, and backed by the 50/30 guarantee.
The onboarding arc
From discovery to production, on your documents the whole way
- Step 1
Discovery
We walk your document flows together: which quotes, orders, invoices, CoAs, and SDSs arrive where, who touches them, and which systems hold the truth. You leave with a scoped plan, not a sales deck.
- Step 2
Pilot on your documents
The solutioning team configures your centers and agents, then runs your real documents through them: your formats, your suppliers, your edge cases. You judge results on your own work, not a canned demo.
- Step 3
Production, backed by the 50/30 guarantee
Our solutioning team builds your working solution with 50% down. Run it on your real documents for 30 days, and walk away owing nothing if you are not satisfied.
- Step 4
Continuous tuning
Operations change: new suppliers, new formats, new rules. We keep tuning extractors, decision tables, and routing with you, so the automation keeps matching how your team actually works.
The solutioning team
Operators and engineers, not a ticket queue
The people who configure your deployment are the same people who build the product: engineers and operations specialists who have shaped document workflows for distributors across chemicals, ingredients, and industrial supply. They speak PO, invoice, CoA, and SDS, and they design the automation around how your team already works.
Your side of the table stays in control: every workflow ships with human review where you want it, and your operators own the rules once you are live.
What “done” looks like
- Your documents flow from inbox to system of record with human review exactly where you want it
- Your team reviews and approves in one place, and can see what every agent did, and why
- Your ERP, helpdesk, and storage stay the systems of record, an overlay, not a rip-and-replace
- Your operators can change response templates, tolerances, and rules without calling us
You get a working solution, not just a tool
The 50/30 guarantee
Our solutioning team builds your working solution with 50% down. Run it on your real documents for 30 days, and walk away owing nothing if you are not satisfied.
- 50% down: our solutioning team builds your working solution before the balance is due
- 30 days to evaluate it on your real documents, in your real workflows
- Not satisfied? Walk away owing nothing
Prefer to see it on your own documents first? Book a demo.
Questions teams ask
How the engagement works
Who actually builds the solution?
Our solutioning team: the engineers and operations specialists who build UpBrains deployments every day. They configure the agents, extractors, decision tables, and integrations around your workflows; your team reviews the results and approves what ships. You do not need in-house AI engineers.
How long does onboarding take?
The pilot starts on your real documents within days of connecting an inbox. Production timelines depend on the systems being connected and the workflows in scope. The discovery call scopes them honestly before any commitment.
What happens if we are not satisfied?
Our solutioning team builds your working solution with 50% down. Run it on your real documents for 30 days, and walk away owing nothing if you are not satisfied. The terms are stated plainly before any work begins.
Do we have to replace our ERP or helpdesk?
No. UpBrains is an overlay that augments your system of record: agents read from your inbox, validate against your ERP, and write clean transactions back. The tools your team already trusts keep the truth.
Meet the team that will build it with you
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