Pricing plan

Priced to suit your firm.

We offer 5 pricing tiers to cater to different-sized advisory firms.

AU
UK
US

Move the slider to see which pricing tier best suits your firm

50
50 clients
A$550 / month
only A$11.00 per client
Starter
For firms getting started with their advisory services.
$200/month
10
client connections
Try 14 days free
Standard
For firms that want to structure regular advisory services.
$350/month
25
client connections
Try 14 days free
Growth
For firms leaning into advisory growth with their teams.
$550/month
50
client connections
Try 14 days free
Pro
For firms with an advisory-focused client base.
$750/month
100
client connections
Try 14 days free
Ultimate
For firms all-in on advisory and at the top of their game.
$1,000/month
200
client connections
Try 14 days free
All plans include:
AI advisory notetaker
AI-powered meeting prep
Unlimited client Check-ins
Automated action reminders
Unlimited users
Unlimited client contacts
Unlimited goals and actions
Multi-channel support
Free 14 day trial.
Cancel anytime.
Prices in AUD, including GST.

6-week Success Program

We know implementing new technology at your firm can come with challenges, which is why we've helped numerous firms like yours seamlessly integrate Brieff into your team, workflows, and existing software.
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For all new firms, we offer a structured and hands-on 6-week Success Program for A$1,000 (excluding GST) to get Brieff delivering the results you need for your advisory services. Each week of the program tackles a key focus:
  • Week 1: Kick-off, key outcomes and setup
  • Week 2: Internal workflow alignment
  • Week 3: Mastering Check-ins
  • Week 4: All things agendas
  • Week 5: Goal setting, goal tracking and actions
  • Week 6: Putting it all together and wrapping up
The program has been carefully crafted and iterated to ensure your team can confidently unlock the full value of Brieff from day one. Sessions are delivered virtually and accompanied by a dedicated Slack/Teams channel for quick and comprehensive 24/7 support.

If it's your first time using Brieff, we highly recommend the Success Program to position your firm for success. If you have any questions about the program, just let us know! We'd be more than happy to discuss.

Frequently Asked Questions

General

How is Brieff different?
Brieff is an advisory platform purposefully built to help ambitious accounting firms deliver high-impact advisory services to more of their client base.

While most accounting-tech software in the advisory space focuses on client financials, Brieff instead helps firms to elevate their service delivery through powerful workflow and engagement features that promote stronger client relationships, increased client engagement, and greater value delivery.

Many firms use Brieff alongside their favourite reporting tool, pairing financial insights with critical client context and structure that Brieff provides.
Do you have integrations?
Yes! Brieff integrates with Microsoft Outlook Calendar and Google Calendar for seamless meeting management.

It also works with all major video conferencing providers - including but not limited to Zoom, Microsoft Teams, and Google Meet - to help you capture and summarise client sessions effortlessly.
How does Brieff’s AI Notetaker work?
Brieff’s built in AI Notetaker records and transcribes your client meetings, then automatically compiles an easy to read summary. Inside Brieff, you’ll also have access to the video recordings and transcripts for every meeting recorded with the AI Notetaker.
Do you integrate with cloud accounting systems like Xero?
Not currently. We focus on delivering client context and insights through Check ins, rather than pulling raw financial data. This approach helps advisors foster more meaningful, people-first conversations.
How do I get support if I need help?
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!

Check-ins

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.
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 clients need a login?
No. Clients don’t need a login or user account. They receive Check-ins, meeting materials, and action reminders directly via email (optionally SMS for Check-ins as well). Everything is mobile friendly, so they can respond on the go.
How many Check-ins can I send?
Unlimited! There’s no limit to how many Check ins you can send, or how many contacts you can send them to. Use Check ins as often as you need to gather real time insights before your client meetings.
Will clients complete their Check-in?
We see an average completion rate above 80%. Brieff automates reminder emails so you don’t have to chase clients. You can also send an onboarding email directly from Brieff, explaining how it all works and why Check ins are important.

And just so you know, we have some exciting product developments in the pipeline that will make receiving and completing Check-ins even easier!

Pricing and implementation

How do I know which plan is right for my firm?
The only difference between each pricing tier is the number of clients you can add to Brieff. All plans come with unlimited users and have unlimited access to all features, including our AI Prep and AI Notetaker. We recommend selecting the plan that caters to the number of clients your firm would like to meet with on a regular basis.  

All tiers are monthly plans, come with a free 14-day trial, and can be changed or cancelled at anytime. Please get in touch if we can help with any other pricing enquiries.
How do I onboard my firm onto Brieff?
We make it simple. Every new Brieff user gets a complimentary 45 minute setup session, so you can start using Brieff with clients right away. For a more extensive rollout, we offer a 6-week Success Program, which is ideal for training your entire team, diving into best practices, and tailoring Brieff to your workflow. 

Please see the 6-week Success Program section on our Pricing page for more information. We can also provide additional details on the program during your demo.
Can I archive clients?
Absolutely! If you’re no longer holding advisory meetings with a client, you can simply archive them in Brieff. This hides them from your active client list while preserving their data—and archived clients won’t count toward your overall client total.

You can always unarchive a client if they become active again.

Data privacy and security

How does Brieff keep my data secure?
Brieff is built with industry-leading security practices to keep your data safe and secure at every layer. This includes state-of-the-art encryption, trusted infrastructure partners, and independently verified security controls. We perform regular security audits and maintain comprehensive data backup systems to ensure the highest standards of data integrity and protection.

For further information on how we keep your data safe, please see our privacy policy.
What level of security does Brieff provide?
Brieff is SOC II and GDPR compliant, ensuring your firm’s—and your clients’—data is protected under rigorous security and privacy standards.

For further information on how we keep your data safe, please see Terms and Conditions and our Privacy Policy pages.
Who owns our data? And what happens if we decide to cancel our subscription?
You own all your data - Brieff is simply the secure platform that helps you collect, organise, and act on it. If you ever decide to cancel, we’ll make sure you can export and retain everything you need.

For further information, please see Terms and Conditions and our Privacy Policy pages.
Does Brieff use your data to serve other customers?
The data you submit and the responses you receive through Brieff and our AI tools are used only to serve your experience. They are not used to train models across customers or shared between customers.

What our users are saying

Brieff's AI notetaker is INCREDIBLE!

I have been able to cut my Practice Manager out of our advisory process completely, saving multiple hours a week for her!

Thank you!

Katie Bryan
Propeller Advisory

I hate winging it in meetings.

To get the thoughts from the client ahead of time through the Check-in is game-changing.
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And an even bigger game changer is the AI notetaker. It's so professional to have something to send to the client and reminders of what was actually discussed.

Bradley McPherson
Kindred Accounting

The service value and professionalism has increased significantly with Brieff.

It’s the missing piece to our quarterly accountability service - everything else just plugs in.

And it’s been really helpful from the accountability side of things.

Ben Roberts
RobertsCowling

The AI notetaker is perfect.

I can properly engage with clients rather than trying to engage and take notes.
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Also, I used to spend the best part of an hour typing up notes. Now it’s maybe ten minutes. That’s a hell of a lot of time saved!

Adrian Hondros
Hondros Consulting

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

Holy Moly I love the AI notetaker!

I just used the meeting notetaker and WOW!! The quality and most importantly the context of the notes and actions produced were exceptional.

I can't wait for the next meeting when I can run the AI prep across this client to see what magic it gives me.

Lynda Steffens
Lynda Steffens - Business Improvement Coach

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

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

Here to help

Whether it's a question about the product, your firm, or anything in between - we're here to help.
Book a demoContact Us