Online Scheduling for Financial Consultants
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your financial consulting 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 Consulting Professionals Love Breely
Transform your financial consulting firm with Breely, the pioneering scheduling platform designed to streamline operations and maximize productivity like never before.
Start for FreeAll businesses are unique, we adapt to you
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.
Your needs might be simple today, but we'll grow as you do
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.
More than just scheduling, we're a platform to run your business
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.
Other schedulers aren't innovating, we're making it a priority
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 Say goodbye to outdated systems and embrace a future where managing financial consultations is effortless, efficient, and tailored to your needs.
Flexible Scheduling, Limitless Possibilities
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 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 planning to scaling your financial consultancy, Breely is your partner in seamless scheduling and efficiency.
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