Online Scheduling for Accounting and Finance Services
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your niche accounting and finance services 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 Niche Accounting and Finance Professionals Love Breely
Elevate your accounting and finance services with Breely, the cutting-edge scheduling platform designed to streamline operations and optimize productivity.
Start for FreeAll businesses are unique, we adapt to you
Tailored specifically for the accounting and finance sector, Breely understands the distinct challenges and priorities of your business. Our platform seamlessly integrates into your workflow, ensuring that your scheduling needs are met with precision and efficiency.
Your needs might be simple today, but we'll grow as you do
Ensure seamless scheduling today while paving the way for tomorrow's growth in the accounting and finance sector with Breely. Our platform effortlessly adapts to your expanding client base and evolving needs, allowing you to focus on what truly matters—delivering exceptional financial services.
More than just scheduling, we're a platform to run your business
Transform your accounting and finance services with Breely, where seamless scheduling meets powerful business management tools. Streamline client appointments, automate invoicing, and gain insights with our all-in-one platform designed to elevate your firm's efficiency and client satisfaction.
Other schedulers aren't innovating, we're making it a priority
While other platforms remain stagnant, Breely is revolutionizing scheduling for the accounting and finance industry by prioritizing seamless integration and advanced automation. Elevate your client interactions with our cutting-edge features designed to optimize efficiency and enhance your professional service delivery.
Flexible Scheduling, Limitless Possibilities
Streamline your client appointments and maximize productivity with Breely's online scheduling platform, designed specifically to meet the unique demands of the accounting and finance services 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 startup to scale-up, Breely streamlines scheduling for the accounting and finance services industry, ensuring precision and efficiency at every stage.
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