Online Scheduling for Financial Analysts
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your financial analysis business.
- Scheduling
- Signatures
- Accept Payments
- Email/SMS Notifications
All features for free. Pay only when your client list grows.
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 Financial Analysis Professionals Love Breely
Revolutionize your financial analysis operations with Breely, the expertly crafted scheduling platform designed to optimize efficiency and streamline your business processes.
Start for FreeAll businesses are unique, we adapt to you
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.
Your needs might be simple today, but we'll grow as you do
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.
More than just scheduling, we're a platform to run your business
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.
Other schedulers aren't innovating, we're making it a priority
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.
Flexible Scheduling, Limitless Possibilities
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 FreeBooking 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 initial insights to comprehensive strategies, Breely empowers your financial analysis business to thrive and scale efficiently.
Free
$0/mo · Limited to 1 user
- 10 clients / month
- Unlimited forms
- Unlimited bookings
- 100 emails per month max
Business
$7/mo per user
Everything in Free, plus:- Unlimited clients
- 3,000 emails per month
- 200 texts per month