The client pays inside the same flow
HoneyBook accepts cards, bank transfers and digital wallets, and its plan comparison lists autopay, payment plans and payment reminders. Clients cannot pay you through Briefi yet.1
Advisor, head to head
Briefi vs HoneyBook
HoneyBook describes itself as client relationship software for creatives, consultants, marketers and event professionals, and its strength is the path from an enquiry to a paid invoice: proposals, contracts, invoices and card or bank payments sit in one flow. Briefi is built for the conversation that surrounds an engagement, and it does not take payments from your clients today. It briefs you before each meeting, writes up the decisions with an owner beside every action, and keeps the signed engagement letter with its fee schedule on the same client record. If getting paid inside the tool is the job, HoneyBook is the better fit. If the quality of the meetings and the follow-through between them is the job, start with Briefi.
ReviewedLast reviewed 16 October 2026. HoneyBook facts checked 16 October 2026
Choose HoneyBook if
Choose Briefi if
- You want each client meeting briefed beforehand and written up with owned actions afterwards
- You want the fee schedule to be part of the signed letter, so a later change is an amendment
- You want review meetings counted on a rhythm for each client, with what each side still owes
At a glance
Briefi Advisor and HoneyBook, side by side
What each does today. Every HoneyBook cell links to the page it came from, and anything we could not read there is left out.
| Briefi AdvisorPlans from A$89 a month | HoneyBook | |
|---|---|---|
| Meetings | ||
| Notes from a client meeting | Briefi AdvisorYesZoom, Teams and Google Meet calls, or face to face. The recap lists decisions and actions with an owner, in the language the meeting was held in | HoneyBookYesIts plan comparison lists a meeting notetaker that captures notes from online or in-person meetings, under HoneyBook AI1 |
| Preparation before a meeting | Briefi AdvisorYesA brief is ready before you sit down, from the client’s record and every open action | HoneyBookProject summariesIt lists meeting prep as project summaries received ahead of client meetings1 |
| Paperwork and payment | ||
| Contracts signed online | Briefi AdvisorYesYour own wording, with the fee schedule inside the signed document and a certificate page | HoneyBookYesIts plan comparison lists eSignatures on contracts and forms1 |
| Payments from clients | Briefi AdvisorNot todayA client cannot settle a bill inside Briefi yet | HoneyBookYesCards, bank transfer, Apple Pay and Google Pay, with invoicing on a one-time, recurring or custom schedule1 |
| Accounting software connected | Briefi AdvisorNo built-in connectionNothing links Briefi to QuickBooks, Xero or MYOB | HoneyBookQuickBooks OnlineListed from its Essentials plan, to sync HoneyBook payments with QuickBooks Online1 |
| Clients | ||
| A portal for each client | Briefi AdvisorOn the Advisor plansSwitched on for a workspace when you choose, and you pick what each client sees | HoneyBookOn every planIts CRM page describes a shared portal for project details, communications, files and notes31 |
| Several brands or companies on one account | Briefi AdvisorMultiple workspacesFrom Advisor Solo, which holds three workspaces, each with its own members | HoneyBookOn PremiumIts Premium plan lists multiple companies under one account1 |
Yes, todayPartly, or on another planNoNot stated
HoneyBook gets the client paid. Briefi looks after what is said before, during and after the meeting. HoneyBook’s pages do not say it holds a register of a client’s entities or a request for documents that your team accepts or waives, but silence is not proof, so neither is scored.
One client, start to finish
One client, start to finish
A consultant takes on a new retained client. This follows what each product does from the first enquiry to the renewal conversation. HoneyBook’s cells report what its pricing page, CRM page and help articles say, as read on 16 October 2026.
- 1
Take the enquiry
HoneyBookLead forms capture the enquiry, up to two live on Starter and up to ten on Essentials, and a scheduler on Essentials lets the client book your time.1
BriefiThe call sits on your calendar, and a brief is ready before it starts, drawn from whatever the record already holds about this person or business.
- 2
Hold the discovery call
HoneyBookA meeting notetaker is listed under HoneyBook AI, capturing notes from online or in-person meetings, and the home page says it summarises to-dos.12
BriefiThe call is captured, or the meeting is recorded face to face. The recap sets out decisions and actions, each with an owner, and a follow-up draft is ready to check and send from your own mailbox.
- 3
Send the proposal and the agreement
HoneyBookIts proposals are described as letting clients book, sign and pay from a single file, with eSignatures on contracts.1
BriefiA proposal goes out to accept, then the engagement letter with its fee schedule. Each signatory signs on their own link, and the signed copy is filed to the client.
- 4
Collect the first fee
HoneyBookInvoices can be one-time, recurring or on a custom schedule, with card, bank transfer and wallet payments and optional autopay.1
BriefiNot today. Clients cannot settle an invoice inside Briefi yet, so billing runs in the tool you already use.
- 5
Run the engagement
HoneyBookA shared portal holds project details, files and notes, and a customisable pipeline moves each project through your stages.31
BriefiActions from every recap go on one register for both sides, and a status check-in goes out before each review. Clients on the Advisor plans can see the goals and actions you choose to share.
- 6
Renew the engagement
HoneyBookProject recaps are listed as summaries received ahead of dates or milestones, and recurring invoices can run on a schedule you set.1
BriefiThe renewal conversation is briefed from the last review and the open actions. What was agreed for the new term goes into the recap, and a fresh letter goes out to sign.
Where HoneyBook wins
When HoneyBook is the better choice
If one of these is the deciding factor for your business, HoneyBook is probably the right pick today.
A low price to start
On the US version of its pricing page, HoneyBook’s lowest plan is twenty-nine US dollars a month billed yearly, with unlimited clients and projects, and a thirty day trial that asks for no card.1
Your old documents turned into templates
Its pricing page says the team will turn files you already use, such as pricing lists, questionnaires and contracts, into ready-to-use templates for free.1
QuickBooks Online synced
HoneyBook lists a QuickBooks Online integration on Essentials and above. Briefi has no built-in connection to accounting software.1
Where Briefi is different
The meeting before the paperwork, and the review after it.
HoneyBook is strongest once the client has said yes. Briefi concentrates on the part where you earn that yes and keep the engagement healthy.
- A brief that knows the engagementMeetings
Before a quarterly review, the brief opens with where the engagement stands and every action still open on both sides, rather than a summary of project activity.
- Reviews counted from the date heldAdvisor
Each client sits on a review rhythm with a window either side of the due date. Recording a review as held starts the count for the next one.
- A letter that cannot quietly driftSign
Because the fee schedule is inside what is signed, a change in scope or fee goes out as an amendment, and initials from the first signing carry forward.
Briefi does not take payments from your clients today, and has no built-in link to an accounting product. Pair it with whichever tool you already bill from.
How the whole record fits together is on the Advisor page.
Pricing
Pricing compared
HoneyBook is priced by plan with a team-member limit on the lower tiers. Its figures here are in US dollars as shown on the US version of its pricing page, with the billing period it states, and two of them carry a limited-time discount. We did not read its Australian prices. Briefi’s own price is set per plan and never per user, so a larger team does not change it.
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
HoneyBook
From Starter from $29 a month billed yearly, as shown on the US version of their pricing page
- Starter: $29 a month billed yearly, with unlimited clients and projects, invoices, proposals, contracts and a client portal
- Essentials: $49 a month billed yearly, a promotional price shown against $59 with a 25% off tag, adding automations, a scheduler, SMS reminders and the QuickBooks Online integration
- Premium: $109 a month billed yearly, a promotional price shown against $129 with a 25% off tag, adding unlimited team members and multiple companies
- A monthly billing option is offered, and the page says yearly billing saves up to 18%
- Card payments carry a processing fee on top of the plan
- The page offers a free trial and a money-back guarantee
Checked on 16 October 2026. Source 1
Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.
Switching
Leaving HoneyBook
What HoneyBook’s help articles say about getting your data out, and what you set up again in Briefi. Both articles were read on 16 October 2026.
- 1Export your contacts
Under Clients, then Contacts, the triple-dot menu offers Download spreadsheet. The CSV covers name, email, phone number, address, notes and the date each contact was created.4
- 2Ask about everything else
The export article covers the contacts list only. We did not find an article on exporting projects, files, invoices or payment history, so ask HoneyBook’s support what it can supply before you cancel.4
- 3Know what cancelling leaves you
After you cancel, existing projects and information stay available, but you can no longer create files or projects or send messages. Cancelling does not delete the account, and permanent deletion goes through support.5
- 4Mind the refund window
HoneyBook offers a sixty day money-back guarantee from the membership start date. Refunds are not automatic, and none are processed outside that window.5
What you set up again in Briefi
Invoices, payment methods and autopay stay with HoneyBook or move to whichever tool you bill from next, because Briefi does not take payments from your clients today. Engagement letter templates are rebuilt in Briefi, where you can import a Word or PDF file as the starting point. Briefi has no import from HoneyBook, so contacts are added by hand or arrive from the meetings on your calendar.
Questions
Briefi and HoneyBook, asked often
Can clients pay me through Briefi, as they can through HoneyBook?
No. Briefi does not take payments from your clients today, so invoicing and collection stay in HoneyBook or whichever tool you bill from.
Can a business run both?
Yes. HoneyBook can hold the proposal, the invoice and the payment while Briefi holds the meetings, the recaps and the signed engagement letter. The two are not connected, so client details are kept in each by hand.
Does HoneyBook take meeting notes?
Its plan comparison lists a meeting notetaker for online and in-person meetings. Briefi’s difference is what surrounds the notes: a brief before, owned actions after, and the recap filed to the client.
Are Briefi’s recaps written in English only?
No. A recap is written in the language the meeting was held in. Only the app’s own screens and its built-in forms and PDFs are in English.
Is there a QuickBooks link in Briefi?
No. Briefi has no built-in connection to QuickBooks, Xero or MYOB. On the plans that include the API, a developer can read your Briefi contacts and meetings from it.
Try it
Take one consulting client through the brief, the recap and the signed agreement.
Start free trial Advisor Solo from A$89 a month
Sources and review
Last reviewed 16 October 2026. Facts about HoneyBook 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.
How we checked
9 sources cited, and 5 competitor pages read. Next review due 15 January 2027.
Seen something out of date? Write to support@briefi.sh and we will check it.
- 1HoneyBook, pricing. https://www.honeybook.com/pricing Checked 16 October 2026.
- 2HoneyBook, home page. https://www.honeybook.com/ Checked 16 October 2026.
- 3HoneyBook, CRM and client portal. https://www.honeybook.com/product/crm Checked 16 October 2026.
- 4HoneyBook help, download and export your contacts list. https://help.honeybook.com/en/articles/2650752-download-and-export-your-contacts-list-from-honeybook Checked 16 October 2026.
- 5HoneyBook help, cancel your membership or free trial. https://help.honeybook.com/en/articles/2584102-cancel-your-honeybook-membership-or-free-trial Checked 16 October 2026.
Briefi’s own pages
- B1briefi.sh/for/business-advisers. https://briefi.sh/for/business-advisers
- B2briefi.sh/advisor. https://briefi.sh/advisor
- B3briefi.sh/sign. https://briefi.sh/sign
- B4briefi.sh/meetings. https://briefi.sh/meetings