Chat, docs, and meetings. Now with AI.

BREE replaces the separate apps for team chat, shared email, phone calls, video meetings, and collaborative docs, plus the back office behind them, from cases to HR to invoicing. One workspace, with BREE AI in every corner.

See what's included

Web and iOS, BREE AI included, hosted in Australia

yourteam.bree.com.au

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BREE AI summary

13 modulesOne login, one workspace

Phone built inCalls and SMS from the browser

Xero connectedInvoices and payroll flow through

Native iOS appTake BREE on the road

Australian hostedYour data stays onshore

Product

One workspace, four jobs

Everything below ships together and works together. Pick a job to see how BREE handles it.

A phone system in the browser

Call and text clients from the same window you message your team. Every call can be transcribed automatically and saved against the client record, so nothing said on the phone gets lost.

Channels & DMsReal-time team messaging
Shared emailMicrosoft 365 and Google inboxes inside BREE
Calls & SMSYour own numbers, dialled from any record
MeetingsVideo rooms and a shared calendar with bookable resources

Call in progress

02 · 41

Live transcript

Inbound SMS

Received

Your letterhead, your templates

Reports and invoices are generated from Word templates you control: loops, variables, and AI-filled fields. Open the .docx and edit it right in the browser, then send it through to Xero. No copy-paste between five tools.

Collaborative docsLive multiplayer editing
Word in the browserOpen and edit .docx without leaving BREE
Word-template reportsAuthored once, reused everywhere
InvoicingGenerated, sent, and synced to Xero
Drive & knowledgeFiles, policies, and procedures, searchable

Shared draft

Editing now

AI filled this field

Invoice generated

Synced to Xero

Work that moves between teams

AirTask sends work across departments: post it to a team's claim pool or assign it directly, with approval and review steps built in. Leave, timesheets, and reimbursements route to the right manager. Payroll and invoices reconcile in Xero.

Cases & referralsIntake to closure, fully tracked
AirTaskCross-team tasks with claim pools, delegation, and review
HR suiteRecruitment, onboarding, leave, performance
FinancePayroll, invoicing, and receivables chase-up

Case updated

2 next actions

AirTask pending review

Approval

Timesheet approved

To payroll

Invoice overdue

Chase-up sent

From record to recommendation

Every case carries AI-generated alerts and suggested next actions, rebuilt as the record changes. Call transcripts and notes are summarised automatically, so handovers don't depend on memory.

Ask BREEAn assistant on every screen
Alerts & next actionsSurfaced on each case, with reasons
Auto summariesCalls, notes, and threads condensed
Drop a file, AI reads itCertificates extracted straight into fields
AI-filled documentsRoutine report fields drafted for you

Ask BREE about this case…

Alert

Suggested next action

Certificate dropped

Fields auto-filled

What's included

The long tail is in the box

Not add-ons. Not integrations to babysit. Flip through the deck to see what ships with every BREE workspace.

People
- RecruitmentOpenings to offers
- OnboardingStructured, with Xero handoff
- Leave & timesheetsRequest, approve, report
- Performance reviewsGoals, one-on-ones, bonus
- My TeamDirect reports, goals, and 1:1s at a glance
- Org chartWho reports to whom
Click the card for the next group
Finance
- PayrollReconciled through Xero
- ExpensesReimbursements and car allowance, with approvals
- Receivables chase-upOverdue invoices followed up
- Pay & bankingCompensation, tax, bank and super records
Click the card for the next group
Governance
- Policies & complianceAcknowledged, not lost
- BroadcastsAnnouncements that reach everyone
- Audit logEvery sensitive action recorded
- Recently deletedRestore cases and referrals safely
- Email signaturesManaged org-wide
Click the card for the next group
Intake & templates
- Referral intakeFrom enquiry to assignment
- Assessment toolsSent by link or QR, filled and signed by the client
- Report authoringTemplate studio for admins
Click the card for the next group

Company

BREE stands for Better Resolution for Enterprise Excellence

BREE Tech is an innovative technology company focused on building intelligent workplace solutions that help organisations improve productivity, decision-making, service quality, and operational performance.

All-in-one platform

We are dedicated to supporting day-to-day office administration, workflow management, document drafting, data analysis, strategic planning, HR support, quality assurance, finance, compliance, sales, marketing, and senior management operations through an all-in-one AI platform.

Industry agents

Through specialised AI agents, BREE Tech also develops industry-specific solutions tailored to the operational needs of professional service organisations across a wide range of industries. These agents are developed, designed, and trained in collaboration with elite industry professionals to assist with daily operations, project and case management, report writing, professional assessment support, compliance review, operational analysis, and evidence-informed decision-making.

Our mission

Our mission is to embed advanced AI into real workplace environments by securely integrating intelligent automation with local system data and organisational workflows. By combining structured reasoning, data analysis, and professional workflow support, BREE Tech helps organisations reduce administrative burden, identify operational barriers, improve consistency, and achieve better outcomes for staff, clients, stakeholders, and management.

Security

Secure by design

Isolated by default

Tenant separation is enforced in the database with row-level security.

Passkeys and 2FA

Phishing-resistant sign-in, with one-time codes as a second factor.

Role-based access

Every action is checked against granular, per-role permissions.

Australian hosting

Your data lives on Australian infrastructure and stays onshore.

Teams do their best work on BREE.

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