Advisory that runs like a system,
not a scramble
Brieff gives accounting firms the structure, delivery tools, and visibility to provide consistent, high-quality advisory services to every client.
Trusted by top advisory firms
Everything you need to run your advisory services.
It comes together in three parts: the structure to make every service consistent, the AI tools to deliver each client touchpoint, and the visibility to lead it all across your firm.
Turn advisory into a consistent service.
When every advisor runs services their own way, quality depends on who's in the room.
Design each service once as a blueprint (its phases, meetings, check-ins, actions and deliverables), then start it for any client in a few clicks. A shared library of templates means your team never works from a blank page, and roles and pods make ownership clear before the work begins.
Explore Structure
Deliver every client touchpoint with context.
Advisors lose hours to prep and note-taking, and clients feel it when a meeting misses what matters to them.
Prepare, meet and follow up in one workspace. A purpose-built AI notetaker captures every in-person and virtual meeting, AI prep and client check-ins mean advisors walk in knowing what matters, and every agreed action becomes a tracked commitment with reminders, so nothing slips between meetings.
Explore Deliver
See what's happening across clients, services and teams.
Without a clear view of delivery, partners chase status updates and problems surface too late to fix.
See every meeting, check-in, action and service across the firm in one place: what's on track, what needs attention, and who owns it. A delivery score flags clients slipping behind, and insights surface the patterns and opportunities worth acting on before they pass.
Explore Visibility
Two sides, one platform.
Advisors record and deliver on the go. Clients track goals, complete check-ins and act between meetings. Both sides stay connected in Brieff.
Record and deliver, from anywhere.
Record in-person meetings, manage delivery of meetings, check-ins and actions, and let AI handle the notes, all from your phone.
Goals, check-ins and actions in hand.
Clients see their goals, complete check-ins, work through their actions and follow their journey, staying engaged with the service between every meeting.
It has turned our advisory from something person-dependent into something process-driven, scalable, and consistent.
Don't take our word for it.
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.
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.
It's the missing piece to our quarterly accountability service — everything else just plugs in.
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.
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.
The AI features have saved me a huge amount of time, and I was completely sold after the very first meeting I used it for.
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.
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.
Brieff's AI notetaker is INCREDIBLE! I've been able to cut my Practice Manager out of our advisory process completely, saving multiple hours a week for her. Thank you!
Frequently asked questions
Most tools handle one slice of advisory, whether notes, reporting or a CRM. Brieff runs the whole thing: structure each service into a blueprint you can run for every client, deliver every meeting, check-in and action in one workspace, and see delivery across your whole firm. And it's built around your clients, not just their numbers. Accountants are great at running the numbers; what the numbers don't show is how a client is feeling, what they're most proud of, and what's keeping them up at night. Brieff captures that context and turns it into advisory you deliver consistently across the team. Many firms use Brieff alongside their favourite reporting tool, pairing financial insights with the client context Brieff provides.
It's purpose-built for advisor–client conversations, not generic meeting transcription. Before the meeting, Brieff builds an AI prep pack from the client's pre-meeting check-in, so advisors walk in knowing what matters. During the meeting, Brieff records and transcribes both in-person and virtual sessions, then writes up a client-ready summary organised by agenda item, with the action items pulled out automatically. For in-person meetings you can record on any device using the recording link, or use the Brieff mobile app advisors can download to their phone. The prep, recording, transcript and summary all live in Brieff against the client, so you always know exactly where things were left.
Brieff is priced by the number of clients you serve, not per user, so you can add your whole team at no extra cost. Plans start at $450 AUD/mo for up to 25 clients and scale from there, and every plan includes the full platform: Structure, Deliver and Visibility, the mobile app and unlimited team members. Save 20% on annual billing, and change or cancel your plan any time. See our pricing page for the full breakdown.
Yes, whether you're a solo advisor or a multi-partner firm. Every plan includes unlimited team members, so Brieff works just as well for one advisor as it does for a larger team running advisory across multiple pods. Pricing scales with your client book, and for firms serving more than 300 clients we offer custom pricing.
Your client only ever sees what you choose to share, like check-ins, assigned actions and any meeting notes you send them. Your internal workspace, transcripts, AI summaries and prep notes stay private to your firm. And nothing reaches a client automatically: AI output is a draft for you to review, edit or rewrite, and anything client-facing always takes an explicit send step. You're always the one who decides what leaves the firm.
No. Clients access everything you share through a secure link, with no passwords to set up and nothing to download. They simply open the link to complete a check-in, update an action or read the meeting notes you've sent, and they only ever see the items meant for them. Clients who want more can use the Brieff mobile app to track their goals, check-ins and actions in one place, but it's never a requirement to take part.
Yes, security is built in from the ground up. Brieff is GDPR compliant and runs on secure, production-grade cloud infrastructure, with encrypted storage and controlled access. Importantly, your client data is never used to train AI models. You can read the full detail in our privacy policy.
No, Brieff sits alongside it. Tools like Xero Practice Manager, Karbon and FYI hold your trusted client and contact data; Brieff is the advisory delivery layer on top, where the services, meetings, check-ins and actions actually happen. You keep your system of record and add the structure and visibility advisory work has been missing.
Brieff integrates with Microsoft Outlook and Google Calendar for seamless calendar syncing and meeting management, and works with all major video conferencing providers, including Zoom, Microsoft Teams and Google Meet, to capture and summarise client sessions. On practice management, Brieff is integrated with XPM and Karbon, and parts of FYI are integrated today with a deeper integration coming soon.
We integrate with Xero Practice Manager. We don't currently integrate with Xero (blue). We focus on delivering client context and insights through check-ins, rather than pulling raw financial data, to help advisors foster more meaningful, people-first conversations.
Book a demo with our founder and you can sign up for a 14-day free trial. Each trial comes with an optional 45-minute onboarding with our founder, so you're up and running and getting value from Brieff as soon as possible.
We're always here for you. Join our Slack channel for quick feedback, support and product ideas. You can also reach us anytime via email or schedule a virtual chat. We love hearing from our users.
Ready to run advisory like a system?
Give your firm the structure, AI meeting tools and visibility to deliver advisory consistently. Book a demo with our founder to see how.