Roles
Preparers load records, match and explain. Approvers review and sign off. Administrators manage people, bank accounts, connections and settings. Strict separation of duties can require a second person for approval.
Help centre / Security
Who can do what,
and what is kept.
The controls your administrator can set, in plain language.
Open BrillrecThe main controls
An administrator sets these for the whole organisation.
Two-factor sign-in
An administrator can require every user to confirm sign-in with a code, under Settings → Security.
Audit trail
Important actions are recorded with who did them and when: matches, explanations, approvals, sign-off, reopening, settings changes and AI use.
AI assistance
Your administrator chooses whether AI assistance is used. In masked mode, account numbers, BVNs, phone numbers and email addresses are hidden before anything reaches the AI provider. A person decides every match, and every AI call is logged.
Connections
Connections to your bank or accounting software are read-only. Access tokens and keys you enter are stored encrypted and are never shown again. You can disconnect at any time.
Common questions
Quick answers.
Does Brillrec see my online-banking password?
No. With Mono, you sign in on Mono’s own screen. Brillrec receives only the account and its statement lines.
Can I turn AI off?
Yes. An administrator can switch AI assistance off, or choose masked or full mode, under the organisation’s AI settings. Matching by rules works without it.
Where do I read about website visitors and enquiries?
The Website data handling page explains what the website collects and why.
I have a security question that is not answered here.
Email info@brillrec.com. For a vulnerability report, see security.txt.
Keep reading
Related guides.
Signing off a reconciliation
Who does what, and what sign-off locks.
Read the guideConnecting your bank with Mono
Load statement lines straight from your bank instead of uploading files.
Read the guideGetting started
From a new account to a signed-off statement.
Read the guideStill stuck?
Ask us.
Email info@brillrec.com with what you were doing and what you saw, and we will help.
Email Brillrec