From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your financial services 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.
In the fast-paced world of financial services, Breely provides a flexible scheduling solution tailored to meet your specific client needs and regulatory requirements. Our platform seamlessly integrates with your existing systems, ensuring a personalized and efficient booking experience that sets your firm apart.
Unlock the full potential of your financial services with Breely's scalable scheduling platform, designed to seamlessly adapt as your business evolves. Whether you're managing a small team or expanding your operations, our intuitive tools ensure you stay ahead, effortlessly.
Breely empowers financial professionals with seamless scheduling, client management, and analytics tools, all in one intuitive platform. Elevate your productivity and client satisfaction by streamlining operations and focusing on what truly matters—delivering exceptional financial services.
In the fast-paced world of financial services, staying ahead means more than just keeping up—it's about leading with cutting-edge scheduling solutions tailored to your industry's unique demands. Breely is committed to revolutionizing how financial professionals manage their time, ensuring every meeting and deadline is seamlessly coordinated for maximum efficiency and success.
Streamline client appointments and boost productivity with Breely, the online scheduling platform designed to enhance client satisfaction and drive growth in the financial services 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: