Human-Centric AI: How Brieff Enables Accountants to Automate the Admin and Deepen Client Relationships

In a world where automation is often the goal, many accountants worry that adopting AI will make their firms feel less human. After all, the heart of advisory work is understanding people and their businesses: what keeps them up at night, where they want to go and how you can help them get there. The truth is, AI doesn’t have to come at the expense of relationships.
​
When used thoughtfully, it can free up your time to have deeper conversations. Brieff, an all-in-one client meeting platform, is built on this idea. Firms using Brieff report spending 85% less time preparing for and closing out meetings, while having higher-quality conversations with their clients.

Capturing the human context with Check-in

Numbers alone don’t tell you how a client feels or what they’re proud of. Brieff’s automated Check-ins fill that gap. Before each meeting, clients answer a few questions about recent wins, challenges and priorities. This extra context lets you focus on what really matters to them and prevents surprises when you’re prepared to discuss one topic but the client wants to talk about something else.

​AI that saves time so you can focus on clients

​Brieff’s AI Prep surfaces the insights you need before a meeting. It reviews past sessions, tracks how clients are progressing on their goals and actions, and highlights the topics to address based on their latest Check-in.

During the meeting, the AI Notetaker records, transcribes and organises the discussion for both in-person and virtual sessions. Rather than splitting your attention between talking and typing, you can fully engage with your client. Afterwards, you send a concise AI summary written with your tone in mind, along with the action items for them to complete.

Accountability and tangible impact

​Advisory relationships thrive on momentum. Brieff’s Goals & Actions feature makes that momentum visible by letting you set short-term and long-term goals and assign action items with automated reminders. The result? 76 % of client actions added to Brieff are completed on time. Clients can see their progress, and you can demonstrate the tangible impact of your advice.

Human-centric AI isn’t about replacing you; it’s about giving you space to do what accountants and advisors do best. By automating admin tasks and capturing context, Brieff ensures that you can showcase the incredible value you provide while delivering an exceptional client experience that keeps clients engaged.

A huge thanks to our friends at Brieff for providing us with this article and sharing their insights. Want to learn more? Don't hesitate to reach out to us or directly to the team at Brieff.