Customer stories

Learn about the impact of Brieff at client-centric firms

Unlock more value with client-centric AI

Customer story

542 Partners

“Brieff centralised our processes and has given our team structure to advisory services in terms of a routine of agenda setting and follow through”.

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Customer story

Propeller Advisory

“Brieff is simple to use, and I love the accountability of the action items. I am grateful for the reminders as it helps me ensure I am being the best I can be for our clients”.

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Customer story

Count Out Loud

“Brieff has improved the client relationship with the offering. Most notably, the check-in questions about feeling and tracking have been great!”.

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Used by a range of advisors

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 client-centric 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.

What people are saying

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

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

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
Future Advisory

We now use Brieff for all our advisory clients, and it has become a one-stop-shop for us.

Brieff is simple to use, and I love the accountability of the action items. The reminders help me ensure I am being the best I can be for our clients.

Bree De Ponce Leon
Propeller Advisory

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