Online Scheduling for Financial Modeling
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your financial modeling 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 Modeling Professionals Love Breely
Revolutionize your financial modeling with Breely, a cutting-edge scheduling platform designed by industry veterans to streamline and elevate your business operations.
Start for FreeAll businesses are unique, we adapt to you
Discover a scheduling platform that understands the intricacies of financial modeling, offering tailored solutions that seamlessly integrate with your unique workflows. Breely empowers your team to optimize time management, ensuring precision and efficiency in every financial projection.
Your needs might be simple today, but we'll grow as you do
Experience seamless scalability with Breely, designed to adapt to your evolving financial modeling needs. Whether you're just starting out or managing complex models, our platform offers the flexibility and robust features to support your growth every step of the way.
More than just scheduling, we're a platform to run your business
Breely empowers financial modelers to streamline operations with seamless scheduling, automated reminders, and integrated analytics, all in one intuitive platform. Elevate your business efficiency and focus on what truly matters—delivering insightful financial strategies and projections.
Other schedulers aren't innovating, we're making it a priority
In the fast-paced world of financial modeling, Breely is transforming the way professionals manage their time by offering cutting-edge scheduling solutions tailored to your industry’s unique demands. While other schedulers remain stagnant, we prioritize innovation to streamline your workflow, enhance productivity, and give you the competitive edge you need.
Flexible Scheduling, Limitless Possibilities
Streamline your client meetings and enhance productivity with Breely's online scheduling platform, designed to optimize time management and improve client satisfaction in the fast-paced financial modeling 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 projections to expansive growth, Breely empowers your financial modeling endeavors with seamless scheduling solutions.
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