Brieff is the platform  that puts the focus on your clients, not the numbers.

Accountants are great at running the numbers, and being able to spot the differences in key metrics that can signal successes or struggles in a client's business. What the numbers don't show is how clients are feeling, what they are most proud of, and what is keeping them up at night. Brieff provides that insight, which helps you truly understand your clients and be able to provide a level of service and advice targeted and tailored to their needs.
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Many firms use Brieff alongside their favourite reporting tool, pairing financial insights with the critical client context and structure that Brieff provides.

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.

We are also excited to share that our XPM and Karbon integrations will be live by 1 August 2025!

Brieff’s built-in AI Notetaker records and transcribes your in-person and virtual 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 virtual meeting recorded with the AI Notetaker.

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 on any device using the recording link. When your meeting is finished, your audio recording, transcript, and AI-generated meeting summary will immediately be available in Brieff.

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. This approach helps advisors foster more meaningful, people-first conversations. We will also be releasing our XPM integration on 1 August 2025!

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!

Clients are sent Check-ins through email, SMS, or the Brieff Client App. After a client has completed their Check-in, they will receive an email or in-app notification with their completed response.

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.

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.

If a Client would like to use Brieff's Client App, they will be prompted to create a login and password using their email address.

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.

We see an average completion rate above 80%. Brieff automates reminder emails and notifications 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.

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.

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.

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.

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.

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.

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.

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.