Consistently professional.

Remarkably easy.

The AI-powered platform for the ambitious accounting firm to grow an exceptional advisory service.
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Exceed Client Expectations

86%
the average client satisfaction rating for firms using Brieff.

Drive Client
Impact

79%
of client actions added to Brieff are completed on time.

Deliver
Efficiently

75%
less time preparing for and closing out meetings when using Brieff.

 AUTOMATED CLIENT CHECK-INS  

Vital client context ahead of  every meeting.

Send automated Check‑ins that clients can complete in minutes, capturing the updates, issues, and achievements that matter most.

Walk into every session prepared, knowing exactly how to add the most value for your clients - no more guesswork.

"
I hate winging it in meetings. To get the thoughts from the client ahead of time through the Check-in is game-changing.

Bradley McPherson
Kindred Accounting

 AI PREP & AI NOTETAKER  

Focus on clients, not note‑taking.

Brieff’s AI Prep delivers key insights before each session, while the AI Notetaker records both online and in-person meetings and instantly creates organised summaries to share with clients.

Now, every discussion is documented seamlessly—making follow‑ups simpler and insights clearer.

"
The AI Notetaker is perfect. I can properly engage with clients rather than trying to engage and take notes. Also, I used to spend the best part of an hour typing up notes. Now it’s maybe ten minutes.

Adrian Hondros
Hondros Consulting

 GOALS & ACTIONS  

Drive accountability, and demonstrate your value.

Set long-term and short-term goals, record action items, and automatically remind clients to follow through.

Show measurable results, keep momentum rolling, and underscore the tangible value of your advisory services.

"
The service value and professionalism has increased significantly with Brieff. It’s been really helpful from the accountability side of things.

Ben Roberts
Roberts Cowling

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Integrates with...

The platform that underpins exceptional advisory.

How Brieff works

SteP 1
Check-in with client

Clients receive and complete customisable Check-ins from Brieff, which are short questionnaires related to their upcoming meeting.

SteP 2
Prepare for meeting

Use Check-in responses and Brieff's AI Prep to prepare for your upcoming meeting. Send out agendas and other meeting materials directly from Brieff.  

SteP 3
Meet with client

Leverage your prep to meet with your client and nail their needs. Use Brieff's AI notetaker to record, transcribe and summarise your discussion.

SteP 4
Close out meeting

Send out meeting notes, actions, goals, and other materials to clients directly from Brieff. Easily set up the next meeting and let Brieff drive action accountability.

Book a demo

How Brieff works

SteP 1
Check-in with client

Clients receive and complete customisable Check-ins from Brieff, which are short questionnaires related to their upcoming meeting.

SteP 2
Prepare for meeting

Use Check-in responses and Brieff's AI Prep to prepare for your upcoming meeting. Send out agendas and other meeting materials directly from Brieff.  

SteP 3
Meet with client

Leverage your prep to meet with your client and nail their needs. Use Brieff's AI notetaker to record, transcribe and summarise your discussion.

SteP 4
Close out meeting

Send out meeting notes, actions, goals, and other materials to clients directly from Brieff. Easily set up the next meeting and let Brieff drive action accountability.

Book a demo

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.
‍
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.
‍
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

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

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/audio recordings and transcripts for every meeting recorded with the AI Notetaker.
Can I use the AI Notetaker for in-person meetings?
Yes! Brieff’s AI Notetaker can be used for both online and in-person meetings. For in-person meetings, you can simply record your conversations using your phone and a recording link. When your meeting is finished, your audio recording, transcript, and AI-generated meeting summary will immediately be available in Brieff.
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 4-week Success Program, which is ideal for training your entire team, diving into best practices, and tailoring Brieff to your workflow. 

Please see the 4-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.

Here to help

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