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
No, the notetaker is just one feature of a much bigger platform. On top of capturing and writing up meetings, Brieff keeps an AI client profile that stays current on every relationship and gives you AI meeting prep beforehand, so you walk in knowing what matters to that client and how to talk to them. Around that sit structured services and firm-wide visibility, so the meeting is one part of the system, not the whole job.
Brieff runs advisory in three parts. Structure: optionally blueprint a service once (its meetings, check-ins and actions) and start it for any client, or simply run meetings on their own. Deliver: AI prep gets advisors ready, the notetaker records in-person and virtual meetings, and you get a client-ready summary with actions in minutes. Visibility: partners see every meeting, action and service across the firm, with a delivery score that flags anything slipping.
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 get a live view of delivery across every client, service and advisor: what's on track, what needs attention, and who owns it, without chasing anyone for updates. A delivery score flags clients slipping behind, and insights surface sentiment shifts and opportunities worth acting on early. Permissions keep access controlled, so you choose which users can see which clients.
Right away. Firms start using Brieff as soon as they begin their free trial: connect your calendar and it starts pulling in client meetings, with ready-made blueprints and templates so you are never at a blank page. Every firm also gets a free 45-minute onboarding session, and because Brieff fits how advisors already run meetings, teams pick it up quickly.
Simple and professional. Clients complete check-ins, update actions and read the notes you send through a secure link with no account needed, or through the Brieff client app, where they track their goals, actions and progress between meetings. They only ever see what you choose to share; your transcripts, summaries and prep stay private to your firm.
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.
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 on top, with client and meeting context flowing through so nothing is entered twice.
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.
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.
Book a demo with our founder, then start a 14-day free trial. We'll help you get set up so you see value from day one.
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.