Online Scheduling for Corporate Finance

From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your corporate 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 Corporate Finance Professionals Love Breely

Revolutionize your corporate finance operations with Breely, the cutting-edge scheduling platform crafted by industry veterans to streamline your business like never before.

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  • All businesses are unique, we adapt to you

    Breely seamlessly integrates with your existing financial systems, customizing scheduling solutions that cater to the distinct needs of corporate finance. Elevate your firm's efficiency with a platform designed to adapt to your unique operational workflows, ensuring precision and reliability every step of the way.

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

    Breely offers a dynamic scheduling solution that evolves as your corporate finance needs expand, ensuring seamless coordination and enhanced productivity. Whether you're managing a small team or a global network, our platform scales effortlessly to meet your growing demands, keeping you ahead in the fast-paced financial world.

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

    Streamline your financial operations with Breely, where seamless scheduling meets powerful business management tools tailored for the corporate finance industry. Elevate productivity, enhance client relations, and gain unparalleled insights, all while simplifying your day-to-day tasks.

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

    In the fast-paced world of corporate finance, staying ahead means adopting tools that evolve with your needs. Breely is committed to innovation, delivering cutting-edge scheduling solutions that streamline operations and empower your team to focus on what truly matters—driving financial success.

Flexible Scheduling, Limitless Possibilities

Streamline your operations and boost client satisfaction in the corporate finance industry with Breely's online scheduling platform, designed to optimize time management and enhance productivity seamlessly.

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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.

Empower your corporate finance operations with Breely, streamlining your scheduling from inception to expansion.

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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