Customer stories

Learn about the impact of Brieff at client-centric firms

The platform that underpins an exceptional client service.

Customer story

Kindred Accounting

“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.”

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Customer story

Roberts Cowling

"Brieff completes the puzzle. It's the middle piece to our quarterly accountability service now and everything else plugs into it."

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Customer story

JTW Accountants

"The openness that our clients have replied and provide answers in the check-ins still continues to blow me away. I really have never expected anywhere near the response we've got."

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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

All In Advisory

"I don't know anything else like it in the market, which is why I was so excited when I found it. It covers everything from beginning to end and it really elevates the client communication in both directions."

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Customer story

Hondros Consulting

"Without a platform like Brieff, it's just a lot of emails and a lot less structure. You don't get the same look, feel, and consistency. I really like the consistency."

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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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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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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.
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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.
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