Online Scheduling for Financial Statement Preparations
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your financial statement preparation 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 Statement Preparation Professionals Love Breely
Introducing a revolutionary platform from the industry’s scheduling experts, tailored to transform and streamline financial statement preparation like never before.
Start for FreeAll businesses are unique, we adapt to you
Discover a scheduling platform that molds seamlessly to the specific needs of your financial statement preparation process, ensuring every deadline is met with precision and ease. With Breely, streamline your workflow while maintaining the flexibility to accommodate unique client demands and complex financial projects.
Your needs might be simple today, but we'll grow as you do
Streamline your financial statement preparation with Breely's flexible scheduling platform, designed to evolve with your firm's changing needs. Whether you're managing a small team or scaling up to handle larger projects, our intuitive tools ensure efficiency and accuracy every step of the way.
More than just scheduling, we're a platform to run your business
Transform your financial statement preparation process with Breely, where seamless scheduling meets comprehensive business management. Streamline operations, enhance collaboration, and ensure accuracy, all while saving valuable time and resources.
Other schedulers aren't innovating, we're making it a priority
In the fast-paced world of financial statement preparation, Breely stands out by constantly evolving to meet your unique scheduling needs. While others remain stagnant, we prioritize innovation to streamline your workflow and enhance productivity.
Flexible Scheduling, Limitless Possibilities
Streamline your financial statement preparation process by using Breely's online scheduling platform to effortlessly coordinate appointments, enhance client communication, and maximize productivity.
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.
Streamline your financial statement preparation with Breely, supporting your business from its inception to full-scale success.
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