Be more for your clients.

The AI-powered platform for the high-impact accountant to structure and deliver client-centric advisory.

Unlock more value with client-centric AI

AI PREP & NOTETAKER

Deliver with ease.

Brieff’s AI Prep streamlines meeting preparation by surfacing key insights and bringing advisors up to speed, while its AI Notetaker transcribes meetings and generates summaries tailored for advisory.

Together, they empower advisors to deliver a more personalised, impactful service with greater efficiency.

What I appreciate most about Brieff is its centralised platform that elegantly combines agendas, notes, actions, goals, and pre-meeting Check-ins.

Jason Robinson
Director, Future Advisory

AUTOMATED CLIENT CHECK-INS

Know exactly how to add value.

Brieff's automated Client Check-ins are innovative questionnaires that engage clients and gather critical context ahead of meetings.

Check-ins let you know exactly how to add value for each client so you can spend more time capitalising on opportunities than uncovering them.

The clarity I get from Check-ins helps me guide conversations into areas that clients find the most valuable.

Chris Davey
Founder, Accountica

CLIENT JOURNEY

Track every journey.

Set and track goals and actions with each client, and keep them accountable along the way.

Know exactly how each client is feeling about their business and service at each step of the journey.

The ability to gauge how clients are feeling is great. I love how easy it is to use and monitor.

Stuart Brandman
Director, 542 Partners

Enter Brieff, allowing you to step into the future of advisory.

Brieff has helped to systemise our advisory offerings to allow team members at every level to be involved, improve oversight and client relationships through client Check-ins, and so much more!

Aly Garrett
All In Advisory

The pre-meeting Check-ins have been game-changing.

Since implementing Brieff, not only has our internal process improved dramatically, but we've also been able to deliver a much more tailored and impactful service to our clients.

Jason Robinson
Future Advisory

Brieff centralised our processes and has given our team structure.

The best part is having a platform to share with clients and interact with that keeps everyone accountable. I love how easy it is to use and monitor.

Stuart Brandman
542 Partners

The Check-in questions about feeling and tracking have been great!

Check-ins are invaluable as they give us insight into client’s issues before meetings, allowing us to adequately prepare and ensure our clients are getting the most value.

Blake Jenkins
Count Out Loud

Brieff has assisted us in creating structure around advisory.

My favourite thing is the clarity I get from client Check-ins that helps me guide the conversations into the areas that they find most valuable.

Chris Davey
Accountica

We now use Brieff for all our advisory clients, and it has become a one-stop-shop for us.

Brieff is simple to use, and I love the accountability of the action items. The reminders help me ensure I am being the best I can be for our clients.

Bree De Ponce Leon
Propeller Advisory

Trusted by a range of client-centric service providers

Whether you own an accounting practice, you're a business coach, or anything in between, Brieff can help.

ACCOUNTING FIRMS

Brieff has been purpose-built to help small and innovative accounting firms elevate and grow their advisory services.

BUSINESS COACHES

Streamline your coaching service using Brieff and deliver the tailored services that more business owners need.

OUTSOURCED FINANCE

Virtual CFOs use Brieff to make executing finance functions a breeze. Drive accountability and maximise efficiency with Brieff.

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Frequently Asked Questions

Should I put all my clients on Brieff?

It depends. Brieff has been purpose-built for clients that you're having regular meetings with.

If you're having regular meetings with all your clients, then absolutely! If, however, you have compliance-focused clients, we recommend only adding clients to Brieff who are receiving a form of advisory service. This will ensure you get the most value from your Brieff subscription and avoid cluttering the product with non-active clients.

Is Brieff a reporting tool?

No. Brieff has been built to give small, innovative accounting firms the technology they need to deliver a client-centric advisory service to more of their clients. The product helps accountants have more impactful conversations and relationships, and firms streamline their service delivery.

How do clients receive Check-ins?

Clients are sent Check-ins through email, and can also be optionally sent as an SMS. After a client has completed their Check-in, they will receive an email with their completed response.

How many Check-ins can I send?

Unlimited! Your firm can send as many Check-ins as they like to as many contacts as they'd like.

Do clients need a login?

No, clients do not require a login. Clients receive Check-ins, meeting materials and action reminders through their email. Check-ins are also mobile-friendly, and can optionally be sent to the client as an SMS. No login is required.

Will clients complete their Check-in?

Our Check-in completion rate across the product is a healthy 80%. We are always striving to make it as easy as possible for clients to complete their Check-in. We also know that clients are busy, so we have automated Check-in reminders to save you from having to follow up with clients and help get you those valuable insights ahead of meetings.

Before sending a client their first Check-in, we also recommend letting clients know why using Brieff is important and what they can expect from the product. Firms can also send clients an onboard email directly from Brieff that contains more information about Brieff.

What if a client has multiple contacts?

Great! You can have as many contacts for a client as you'd like. Each contact can also be sent their own Check-in, which is a fantastic way to reveal a team's differences, alignments, and key discussion points.

Do you have integrations?

Yes! We have Microsoft Outlook Calendar and Google Calendar integrations to make managing meetings in Brieff quick and easy.

Do you integrate with a financial systems like Xero?

Not currently. Instead, we leverage insights from Client Check-ins to help guide and provide context ahead of meetings.

How do I get support if I need help?

We have a Slack channel where we love to hear from users about feedback, support, and even product ideas! Additionally, are always available over email and keen to meet in person when possible.