Advisor, head to head

Briefi vs Brieff

Brieff is close to Briefi for accounting firms. Both prepare you for an advisory meeting, take the notes and track the actions. Brieff is purpose-built for accounting advisory, connects to Xero Practice Manager, Karbon and FYI, and prices by client with your whole team included. Briefi goes further around the meeting: engagement letters with fee schedules signed online, document requests, a register of every entity a family group controls, and follow-ups sent from your own mailbox. If your practice systems are the deciding factor, look at Brieff first.

ReviewedLast reviewed 15 October 2026. Brieff facts checked 15 October 2026

Choose Brieff if

You want direct connections to Xero Practice Manager, Karbon and FYI1
You would rather pay by client, with the whole team included1
You want a tool built only for accounting firms growing advisory work1 3

Choose Briefi if

You want the engagement letter, with its fee schedule, signed on the same record as the meetings
You track every company, trust and fund a family group controls, and the lodgements each owes
You want the follow-up drafted for you to check and sent from your own mailbox

At a glance

Briefi Advisor and Brieff, side by side

What each does today. Every line about Brieff links to the page it came from.

Briefi Advisor compared with Brieff, by feature group
Meetings
	Briefi AdvisorPlans from A$89 a month	Brieff
Preparation before the meeting	Briefi AdvisorYesA brief generated before you meet: what the client still owes you and what falls due	BrieffYesAI Prep from client check-ins and past context1
Client check-ins	Briefi AdvisorOptionalAn optional pre-planning check-in can go to the client ahead of an annual planning meeting	BrieffYesBy email, SMS or mobile app, with no client login1
Notes from Zoom, Teams and Google Meet	Briefi AdvisorYesCaptured and transcribed, with a recap of decisions and actions	BrieffYesAn AI notetaker for Zoom, Teams, Google Meet and in-person meetings, giving a transcript, summary and action items1
Actions with an owner and a due date	Briefi AdvisorYesAn action register, with reminders on Pro and above	BrieffYesOwners, due dates, reminders and roll-forwards1
Connections
Xero Practice Manager, Karbon and FYI	Briefi AdvisorNo direct connectionBring a client list across from an export, or send entities and lodgement status through the API	BrieffYesSyncs clients and contacts from Xero Practice Manager, writes summaries back to Karbon and files to FYI1
Calendar	Briefi AdvisorYesGoogle, Microsoft 365 and CalDAV	BrieffYesGoogle and Outlook calendars1

Yes, todayPartly, or on another planNoNot stated

Briefi also signs engagement letters, collects documents and keeps an entity register. Brieff’s pages describe none of those, but a page that does not mention something is not proof it is absent, so they are not scored here. A row appears only where Brieff’s own pages say something we could check.

Where Brieff wins

When Brieff is the better choice

If any of these decides it for you, Brieff is likely the better fit today.

Integrations

Connections to your accounting systems

Brieff lists Xero Practice Manager, Karbon and FYI. Briefi has no direct connection to any of them: you bring clients in from an export, or send them through the API.1

Pricing

A price by client, with the team included

Brieff prices by client rather than by user, so adding staff does not add cost. If you have many advisers and a modest client list, that can come out lower than a monthly price for each user.1

Focus

Built only for accounting advisory

Brieff describes itself as an advisory delivery platform for accounting firms, from solo advisers to multi-partner firms. Briefi serves several professions, and its accounting pack is one of them.1 3

Check-ins

Client check-ins with no login

Brieff sends check-ins by email, SMS or its mobile app and the client does not need an account. It builds the preparation from the answers.1

Where Briefi is different

The meeting is one step in the client’s file.

Briefi was built for practices that meet the same families for years. The meeting, the paperwork and the register of what each entity owes sit on one record.

Engagement letters with the fee schedule insideSign
Send an engagement letter in your own wording. The fee schedule is part of what is signed, and the signed PDF carries a certificate page with names, times and a SHA-256 digest.
Document requestsAdvisor
Ask the client for the year’s records, track what has come back and chase what has not, before the meeting.
Every entity a family group controlsAdvisor
A register of the companies, trusts and super funds in a family group, with the lodgements each owes and proposed due dates your team can change. It never holds a tax file number.
Follow-ups from your own mailboxMeetings
A follow-up drafted for you to check, sent from your Gmail, Microsoft 365 or SMTP mailbox, so the reply lands where you already work.
A client portalAdvisor
An optional portal, off until you switch it on for the workspace, on the Advisor plans.

Briefi’s identity checks are not available yet, and it does not take payments from your clients.

Pricing

Pricing compared

Briefi charges by the month for each adviser, and each Advisor plan includes an allowance of clients. Brieff charges by client. Brieff’s figures are as published on the date shown; check its page before you decide.

Advisor Solo

From A$89 a month

100 form requests per user each month
10 capture hours each month
Monthly or annual billing

Figures from Briefi’s live price list

Brieff

From From $360 AUD a month for up to 25 clients, billed annually

Priced per client, not per user
Custom pricing above 300 clients
A 14-day free trial
Their pages do not state a monthly-billing price here, so none is shown

Checked on 15 October 2026. Source 1 3

Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.

Questions

Briefi and Brieff, asked often

Does Briefi connect to Xero Practice Manager, Karbon or FYI?

No. You can bring a client list across from an export, up to 2,000 entities a file, and send entities and lodgement status through the API. If a direct connection to those systems is a must, Brieff lists them.

Can we use both?

Yes. Nothing stops a firm running its advisory meetings in one tool and sending engagement letters and document requests from the other, though most firms will want one place for the meeting and the paperwork.

Where is my clients’ data stored?

In Briefi, stored in Sydney. Some processing uses providers overseas. Sensitive content is encrypted with a key held for your workspace. The Security page lists the providers and where they are. For Brieff, see its security page.

Does Briefi record in-person meetings?

Yes. A face-to-face recorder is available as well as capture for Zoom, Teams and Google Meet.

How is Briefi priced for a firm?

By the month for each user, shown on the pricing page. Each Advisor plan includes an allowance of clients on file and clients active each month, and a growing book can move up a plan or, on some plans, add a client bundle.

Try it

Bring one family group. See the meeting, the letter and the register on one record.

Start free trial Advisor Solo from A$89 a month

Sources and review

Last reviewed 15 October 2026. Facts about Brieff come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.

Seen something out of date? Write to support@briefi.sh and we will check it.

1Brieff, home page. https://brieff.io Checked 15 October 2026.
2Brieff, security. https://brieff.io/security Checked 15 October 2026.
3Brieff, Xero App Store listing. https://apps.xero.com/au/app/brieff Checked 15 October 2026.

Briefi’s own pages

B1briefi.sh/for/accountants. https://briefi.sh/for/accountants
B2briefi.sh/advisor. https://briefi.sh/advisor
B3briefi.sh/security. https://briefi.sh/security