Make your best advisory
the standard across the firm.
Brieff is the advisory delivery platform for accounting firms. It gives your team the structure, delivery tools and visibility to improve advisory quality, streamline delivery and maintain your standard across every client.
Trusted by leading accounting firms.
Exceptional advisory is more than a good meeting.
Clients rely on their accountant to understand what matters, focus the conversation and keep decisions moving. Brieff connects the full advisory cycle so the whole firm can deliver that standard.
Standardise the service, not the conversation.
Your best way of working should not live in one partner's head.
Define the important phases, meetings, check-ins, actions and deliverables for each service. Your team gets a shared standard and clear ownership, while every conversation stays shaped around what matters to the client.
Explore Structure
Know what matters. Make every touchpoint count.
Great advisory begins before the meeting and continues until decisions become progress.
Client check-ins and a living client context show advisors what matters before they walk in. During the meeting, Brieff captures the detail so advisors can stay present. Afterwards, agreed actions become clear commitments with owners, due dates and reminders, so nothing slips between meetings.
Explore Deliver
Lead the quality of advisory across your firm.
Know that every client is receiving the service you intended, even when you are not in the room.
See every meeting, check-in, action and service across the firm. Know what is on track, where follow-through is slipping and where your team needs support. Relationship signals surface clients who may need attention and emerging needs worth discussing.
Explore Visibility
The full advisory cycle, wherever it happens.
Keep the firm and client connected to what was agreed. Advisors can prepare and record wherever the conversation happens. Clients can check in, act on commitments and follow their progress between sessions.
Stay present wherever the conversation happens.
Prepare for the client, record in-person meetings and manage actions from your phone. Brieff handles the notes, so your attention stays in the conversation.
Turn commitments into visible progress.
Clients can respond to check-ins, review goals, complete actions and follow their progress. Your firm stays in control of what is shared.
It has turned our advisory from something person-dependent into something process-driven, scalable, and consistent.
What better advisory looks like in practice.
It's the check-in that's crucial. If the meeting isn't what they want to talk about, it's useless. Now we always hit the mark.
Brieff is incredible. It adds so much value to our clients and the advisory experience — clients know what direction they're headed, with instant accountability tools, reminders, meeting notes and visibility. I thoroughly recommend it for every firm.
Brieff centralised our processes and has given our team structure. The best part is having a platform to share with clients that keeps everyone accountable.
We're extremely happy with the improvements Brieff has made to our advisory meeting workflow. Visibility across assigned actions and AI prep have helped more junior staff members embrace the advisory process — and the team are super responsive.
We've used Brieff since the very early days and it brings a reliable structure to our advisory services. It lets us include more junior staff members, and it's a great central source of truth for our goals and action items.
The check-in is invaluable as it gives us an insight into the client's issues before the meeting, allowing us to adequately prepare so the clients get the most value.
As early adopters, we rolled out Brieff across Future Advisory to streamline every advisory session. A structured agenda, AI-generated meeting notes and clear follow-up accountability in one place has completely changed the way we run client meetings.
Brieff has saved me hours and lifted the quality of my client work at the same time. The notes require almost no editing and capture conversations in a way that supports real advisory outcomes. If you run client meetings regularly, this is a no-brainer.
The AI Notetaker is perfect. I can properly engage with clients rather than trying to engage and take notes. I used to spend the best part of an hour typing up notes — now it's maybe ten minutes.
Frequently asked questions
Brieff is the layer that helps accounting firms deliver advisory before, during and between client meetings. It connects client context, service structure, meetings, actions and progress across the firm.
Brieff standardises how a service is prepared, delivered and followed through, not the advice itself. Shared blueprints define the important moments, responsibilities and follow-through, while client check-ins and context keep every conversation focused on the business and owner in front of you.
Before a meeting, client check-ins and a living context show the advisor what matters. During it, Brieff supports a focused conversation and captures the detail. Afterwards, agreed actions become clear commitments with owners, due dates and reminders. Across the firm, leaders can see whether services are on track and where the team needs support.
No. A generic notetaker captures what was said. Brieff connects the full advisory cycle: understanding the client before the meeting, delivering the service, turning decisions into clear actions and following through afterwards. AI removes administration around the advice; your advisors bring the judgement.
Brieff is priced per client, not per user, so your whole team is included. Plans start at $360 AUD per month for up to 25 clients on annual billing, and every plan includes the full platform (Structure, Deliver and Visibility) and the mobile app. See our pricing page for the full breakdown.
Brieff is purpose-built for firms from solo advisors to multi-partner firms and everything in between. Every plan includes the full platform and unlimited team members, so you get the same structure, delivery and visibility whether you're a solo advisor or a large multi-partner team. Pricing scales with your client book, and firms over 300 clients get custom pricing.
Yes. Partners and managers can see whether every client is receiving what was promised, where follow-through is slipping and where the team needs support. Relationship signals surface clients who may need attention and emerging needs worth discussing. Permissions keep access controlled, so you choose which users can see which clients.
Clients are asked what matters before the meeting, the conversation reflects their priorities, and responsibilities are clear afterwards. They can complete check-ins, review goals, act on commitments and follow their progress through a secure link or the Brieff client app. Your firm stays in control of what is shared.
No, it connects to it. Your practice management tool (Xero Practice Manager, Karbon or FYI, for example) stays your system of record, and Brieff is the advisory delivery layer alongside it, with client and meeting context flowing through so nothing is entered twice.
Reporting and forecasting tools help produce and interpret financial insight. Brieff helps your firm prepare for the client conversation, deliver the advisory service and follow through afterwards. The tools perform different jobs and work alongside each other.
Brieff connects to the tools you already run on. It syncs your Google or Outlook calendar to pull in client meetings, and the AI notetaker joins across Zoom, Microsoft Teams and Google Meet. Client records sync in from Xero Practice Manager, meeting summaries write back to Karbon, and the materials you send auto-file into FYI.
Right away. Connect your calendar and Brieff starts pulling in client meetings. Ready-made blueprints and templates mean your team never starts from a blank page. Every firm also gets a free 45-minute onboarding session.
Yes. Your data is encrypted and kept in secure, access-controlled workspaces with multi-factor authentication, and Brieff is GDPR compliant with a data processing agreement available. Your client data is never used to train AI models. Full detail is on our security page.
Yes. Alongside client work, Brieff gives you internal workspaces to run your firm's own team meetings, check-ins and actions on the same structure that powers your client delivery. Every plan includes unlimited internal meetings and internal workspaces.
Start with a founder-led demo, then begin a 14-day free trial. We'll help you get set up so you see value from day one.
Make your best advisory easier to deliver.
See how Brieff can help your team improve advisory quality, streamline delivery and maintain your standard across every client.