Online Scheduling for Fund Accounting
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your fund accounting 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 Fund Accounting Professionals Love Breely
Breely revolutionizes fund accounting operations with a cutting-edge scheduling platform designed by the industry's most seasoned experts.
Start for FreeAll businesses are unique, we adapt to you
At Breely, we understand that fund accounting demands precision and flexibility, which is why our platform is designed to seamlessly integrate with your unique processes. Empower your team with customizable scheduling tools that adapt to the intricacies of your industry, ensuring accuracy and efficiency every step of the way.
Your needs might be simple today, but we'll grow as you do
Experience seamless scalability with Breely, the scheduling platform designed to evolve alongside your fund accounting needs. Whether you're managing a small team or overseeing complex portfolios, our flexible features ensure you're always equipped to handle the demands of tomorrow.
More than just scheduling, we're a platform to run your business
Breely empowers fund accounting professionals with seamless scheduling and integrated tools, transforming time management into a strategic advantage. Elevate your business operations with our platform, designed to streamline processes and enhance productivity at every step.
Other schedulers aren't innovating, we're making it a priority
In the ever-evolving world of fund accounting, Breely is setting the standard by prioritizing cutting-edge scheduling solutions tailored to meet complex industry demands. While others remain stagnant, we're revolutionizing how you manage time and resources, ensuring efficiency and accuracy at every turn.
Flexible Scheduling, Limitless Possibilities
Streamline your fund accounting operations with Breely's online scheduling platform, ensuring seamless client meetings and efficient time management to drive your business forward.
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 the initial setup to scaling new heights, Breely streamlines your fund accounting processes with precision 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