From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your financial analysis business.
All features for free. Pay only when your client list grows.
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.
At Breely, we understand that every financial analysis firm operates differently, which is why our scheduling platform offers customizable features tailored to fit your unique processes. Seamlessly integrate with your existing tools and workflows to enhance efficiency and focus on what matters most — delivering insightful analyses to your clients.
Start your journey with Breely, where our intuitive scheduling platform adapts to your evolving needs, ensuring seamless coordination as your financial analysis team expands. Whether you're managing a small team or a large department, Breely scales with you, bringing efficiency and precision to every meeting.
Streamline your financial analysis operations with Breely’s comprehensive platform, designed to handle everything from scheduling client consultations to managing project timelines. Empower your team with tools that enhance efficiency, ensure precision, and drive growth in your business.
Unlike traditional scheduling tools that stagnate, Breely is transforming the way financial analysts manage their time, ensuring precision and efficiency in every meeting. Our platform adapts to the dynamic needs of the financial world, allowing professionals to stay ahead with seamless appointment coordination and data-driven insights.
Streamline your client meetings and optimize time management with Breely, the online scheduling platform that enhances efficiency and boosts productivity in the fast-paced financial analysis industry.
Start for FreeSeamless embed into your website or use your standalone “booking website”
Setup events like 1-on-1 appointments, classes, and workshops
Connect with Square or Stripe to accept payments, deposits or vault cards
Powerful customizations for your booking page to align with your brand
Collect information, get signatures, accept payments, upload files, and more
Conditionally show sections and route to different booking experiences
Automatically include video conference links with Google Meet or Zoom
Custom fields for clients, events, people, resources, forms, and classes
Sync with popular calendar platforms like Google, Office 365, and iCloud
Sell packages, gift certificates, subscriptions, and create coupons
Sign a BAA and use this as part of a HIPAA compliant business
Protect your business by requiring signatures on contracts or waivers
Robust reporting — it's like having a full spreadsheet embedded with all your data
Book with people, or resources like a court, lane, room, and more
Keep your schedule full by allowing clients to join a waitlist
Limit scheduling on constraints like window of time, number per day, and per client
Set round robin or prioritized booking for appointments
Look like you're in high demand by hiding a percentage of your time each day
$0/mo · Limited to 1 user
$7/mo per user
Everything in Free, plus: