From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your financial consulting 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 each financial consulting business has its own set of challenges and goals. That's why our platform offers customizable scheduling solutions designed to fit your specific needs, streamline operations, and enhance client engagement.
Unlock the potential of seamless scheduling with Breely, designed to adapt and evolve alongside your financial consulting firm. Whether you're managing a small team or expanding into new markets, our platform ensures your appointment coordination remains effortless and efficient.
Streamline your financial consulting operations with Breely, where scheduling meets robust business management tools tailored for your industry. From client appointments to team collaboration, effortlessly manage every aspect of your business and watch your productivity soar.
In an industry where time is money, Breely revolutionizes scheduling by offering cutting-edge tools that streamline your appointments, optimize your workflow, and enhance client satisfaction. Say goodbye to outdated systems and embrace a future where managing financial consultations is effortless, efficient, and tailored to your needs.
Streamline your client appointments and boost efficiency with Breely, the online scheduling platform designed to enhance your financial consulting business's productivity and client satisfaction.
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: