Online Scheduling for Accounting and Finance

From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your accounting and finance business.

  • Scheduling
  • Signatures
  • Accept Payments
  • Email/SMS Notifications
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All features for free. Pay only when your client list grows.

Rated 4.7/5

Breely on Multiple Devices

Every feature free so you can grow faster

Breely gives you everything from the start so you can launch and grow without friction.

Build your booking flow, accept payments, send emails and texts, customize forms, use signatures, and automate your business—all included for under 10 clients.

Our goal is simple: help new businesses get off the ground with real tools, not restrictions.

Why Accounting and Finance Professionals Love Breely

Revolutionize your accounting and finance operations with Breely, the expertly designed scheduling platform that streamlines your workflow for unparalleled efficiency.

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  • All businesses are unique, we adapt to you

    Discover how Breely's flexible scheduling platform seamlessly integrates with your accounting and finance operations, ensuring precision and efficiency tailored to your specific needs. Empower your team to manage appointments, deadlines, and client interactions effortlessly, all while maintaining the highest standards of compliance and security.

  • Your needs might be simple today, but we'll grow as you do

    At Breely, we understand that your accounting and finance needs can evolve over time, and our platform is designed to seamlessly adapt to your business's growth. With scalable solutions and robust tools, we empower you to manage your schedules efficiently today and tackle the complexities of tomorrow with confidence.

  • More than just scheduling, we're a platform to run your business

    Streamline your accounting tasks with Breely, where scheduling meets seamless financial management. From client appointments to invoice tracking, our platform empowers you to focus on what truly matters—growing your business.

  • Other schedulers aren't innovating, we're making it a priority

    In the fast-paced world of accounting and finance, staying ahead means having the tools that evolve with your needs. Breely is revolutionizing scheduling by integrating advanced features designed specifically for financial professionals, ensuring your time is managed with precision and efficiency.

Flexible Scheduling, Limitless Possibilities

Streamline your client appointments and enhance productivity with Breely, the online scheduling platform that effortlessly manages your calendar, so you can focus on driving financial success.

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  • Booking Website

    Seamless embed into your website or use your standalone “booking website”

  • Events

    Setup events like 1-on-1 appointments, classes, and workshops

  • Payments

    Connect with Square or Stripe to accept payments, deposits or vault cards

  • Customize Branding

    Powerful customizations for your booking page to align with your brand

  • Standalone Forms

    Collect information, get signatures, accept payments, upload files, and more

  • Booking Conditionals

    Conditionally show sections and route to different booking experiences

  • Video Conferencing

    Automatically include video conference links with Google Meet or Zoom

  • Custom Fields

    Custom fields for clients, events, people, resources, forms, and classes

  • Calendar Syncing

    Sync with popular calendar platforms like Google, Office 365, and iCloud

  • Selling

    Sell packages, gift certificates, subscriptions, and create coupons

  • HIPAA Compliance

    Sign a BAA and use this as part of a HIPAA compliant business

  • Signatures

    Protect your business by requiring signatures on contracts or waivers

  • Reporting

    Robust reporting — it's like having a full spreadsheet embedded with all your data

  • Book with People or Resources

    Book with people, or resources like a court, lane, room, and more

  • Waitlisting

    Keep your schedule full by allowing clients to join a waitlist

  • Scheduling Limits

    Limit scheduling on constraints like window of time, number per day, and per client

  • Booking Selection

    Set round robin or prioritized booking for appointments

  • Make me Look Busy

    Look like you're in high demand by hiding a percentage of your time each day

Pricing.

From managing tight deadlines to coordinating team meetings, Breely streamlines every aspect of your accounting and finance operations for maximum efficiency and growth.

Free

$0/mo · Limited to 1 user

  • 10 clients / month
  • Unlimited forms
  • Unlimited bookings
  • 100 emails per month max
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Business

$7/mo per user

Everything in Free, plus:
  • Unlimited clients
  • 3,000 emails per month
  • 200 texts per month
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