“Particularly impressed with the multi-line feature, and descriptions feature in Briefcase. A lot more comprehensive than in the platform we were using up till now.”
Put your books on Autopilot
Introducing the AI Autopilot for Accountants and Bookkeepers.
From data capture to financial close, handled end-to-end by AI.
Two-week free trial
No credit card required
UK/EU GDPR compliant
Trusted by leading accounting firms
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FeaturesFrom document to ledger,
From document to ledger,
fully automated
01Capture
Upload from WhatsApp,
Email and Web
Upload your receipts, sales invoices, credit notes, supplier and bank statements and let our AI Autopilot take care of the rest.
Inbox
AI Autopilot
| Vendor | Type | Category | Amount | VAT | Status |
|---|---|---|---|---|---|
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Upload Documents
Click to upload or drag and drop
.pdf, .jpeg, .png, .gif, .webp, .heic, .heif, .docx, .xlsx
invoice.pdf
receipt.jpeg
scan.heic
statement.xlsx
photo.webp
contract.docx
Web
Email
WhatsApp
6 documents uploaded • Processing...
Briefcase is simple to use, fast to scan documents and smart in how it pulls out what matters. The VAT handling and descriptions are better than anything we've seen.
Jenny Evans
Accounts & Outsourcing Director, Wilson Partners
AI Autopilot
Autopublishes when all verification checks pass
3-Step Verification
Legibility, completeness and historical consistency
Smart Triage
Detects and triages different document types
Duplicate Detection
Archives duplicates before they reach your ledger
02Categorise
Line item categorisation that learns over time
Briefcase learns from your existing ledger data and adapts in real-time as you make changes. No supplier rules needed.
Transaction Details
Amazon Business
Order #112-9847523-6271834
£1,327.49
15/11/2024
WhatsApp uploadMichael Scott · 15/11/2024
Hey Oscar can you process this ASAP? Put the paper on the Shrute Farms project - Dwight insists it's for his beet client outreach. Thanks!
Line Items
Description
Category
Tracking
Amount
Premium A4 Copy Paper (50 reams)
500 - Cost of Goods Sold
Shrute Farms
£847.50
HP OfficeJet Pro Printer
461 - Computer Equipment
General Admin
£329.99
Chili's Gift Cards (Staff lunch)
424 - Staff Welfare
–
£150.00
Tap the wand icons to see AI reasoning
I am LOVING the way it looks at previous stuff and works out where the current stuff should go.
Grace Mock FMAAT
Director, Grace Heathfield + Co
Historical Learning
Learns the last 12 months of Xero/QBO ledger data
Real-time Adaptation
Refines learning with every correction made
Context Aware
Add WhatsApp or email notes to guide the AI
03Comply
VAT compliance built-in at the point of capture
Briefcase searches relevant VAT legislation for every purchase, verifies VAT numbers against HMRC and assigns VAT rates on a line-item basis.
Transaction Details
The Ivy Restaurant
Client entertainment
£186.40
15/11/2024
Checking invoice validity...
Line Items
Description
VAT Rate
Amount
Food & Beverages
£156.40
Discretionary Service Charge
£30.00
Tap the wand icons to see AI reasoning
VAT extraction is spot on every time. It's good at picking up reverse charge transactions, many bookkeepers wouldn't pick that up!
Matthew Cotson
Director, Blu Sky
VAT Verification
Validates VAT numbers with HMRC and checks all requirements for a valid VAT invoice
Legislation Lookup
Searches 100+ VAT notices to find the relevant guidance for each transaction
04Close
Period-end close and automated working papers
Briefcase detects adjustments in real-time, builds schedules, posts journals and reconciles balance sheets automatically.
Financial Close
Adjustments detectedSchedules builtJournals posted
Adobe Creative Cloud
£2,400.00
Prepayment
Oct 24 — Sep 25Dell PowerEdge Server
£8,500.00
Fixed Asset
5 year SLQ4 Consulting Retainer
£15,000.00
Deferred Income
Oct 24 — Dec 24Dec Legal Fees (unbilled)
£3,200.00
Accrual
Auto-reverse JanIt has certainly helped both us and our clients a lot already - no more spreadsheets and miscalculation from human error.
Crystal Boston BFP FCA
Co-Founder & Partner, Delphini
Prepayments
Auto-detects and builds amortisation schedules
Deferred Income
Recognises deferred revenue and posts releases
Accruals
Posts journals that auto-reverse next period
Fixed Assets
Creates depreciation schedules with asset lives
Balance Sheet Recs
Schedules reconcile against ledger balances automatically with offsetting journals matched within each account. External support is attached for audit-ready working papers every period.
Ready to put your books on Autopilot?
IntegrationsConnected app or standalone ledger,
Connected app or standalone ledger,
you choose
Briefcase enhances every invoice and receipt with context from your connected ledger, enabling AI to accurately process transactions before posting.
Two-way sync
Always learning
BriefcaseLedger
Our standalone MTD-ready ledger built for sole traders and landlords. Get the same powerful AI automation as our Xero and QuickBooks integration, plus additional features designed specifically for simplified tax compliance.
Bank feeds
AI reconciliation
AI cash coding
HMRC filing
SecurityEnterprise-grade protection,
Enterprise-grade protection,
built in
ISO/IEC
27001
Compliant
GDPR
ISO 27001 and GDPR compliant
Compliant with ISO/IEC 27001, the international standard for information security, and fully compliant with UK and EU GDPR.
Model confidentiality
We partner with OpenAI, Anthropic and Google under zero data retention agreements. Your data is never stored by them or used to train their models.
Storage & encryption
All data is hosted on European servers and encrypted at rest with AES-256 and in transit with SSL/TLS.
- AES-256 encryption at rest
- SSL/TLS in transit
Segregation & access
Customer data is securely partitioned, no data is ever shared between clients and MFA is required for all accounts.
- Database-level isolation
- Mandatory MFA
“We used to estimate that jobs took up to one minute per invoice. Yesterday I processed 60 invoices in 15mins using Briefcase.”
“I've never known such quick dev roll outs from user feedback - fantastic!”
“Been using it for our accounts and it has really helped us up our game. It's so easy to use, quick and above all is really intuitive.”
“Love the prepayment stuff! Always great updates and developments folks! Love to see it.”
“You guys have added so many features - it must have been insanely busy behind the scenes 😲”
“Briefcase is simple to use, fast to scan documents and smart in how it pulls out what matters. The VAT handling and descriptions are better than anything we've seen.”
“Just been adding the keyboard shortcuts to my Stream Deck, they're so great for getting around Briefcase!”
“I just love how many features you are adding every week. Briefcase has been a game changer for us.”
“Amazing tool, the team love love love using it. All of our clients are now using it.”
“Had a client call today and got feedback from a new Briefcase user: "Much better than Dext, interface much clearer".”
“Customer support doesn't get better than this!”
“The data capture is more accurate than any OCR solution I've used before. It's great at picking up descriptions, dates and references, which other platforms often struggle with.”
“Amazing app and makes bookkeeping a breeze, the new feature to also process tracking categories is remarkable.”
“Been using this for a few months now and the speed of document processing is amazing. I love the possibility that comes with using this app, that it allows me more time for working with the client than working on the client data.”
“Particularly impressed with the multi-line feature, and descriptions feature in Briefcase. A lot more comprehensive than in the platform we were using up till now.”
“We used to estimate that jobs took up to one minute per invoice. Yesterday I processed 60 invoices in 15mins using Briefcase.”
“I've never known such quick dev roll outs from user feedback - fantastic!”
“Been using it for our accounts and it has really helped us up our game. It's so easy to use, quick and above all is really intuitive.”
“Love the prepayment stuff! Always great updates and developments folks! Love to see it.”
“You guys have added so many features - it must have been insanely busy behind the scenes 😲”
“Briefcase is simple to use, fast to scan documents and smart in how it pulls out what matters. The VAT handling and descriptions are better than anything we've seen.”
“Just been adding the keyboard shortcuts to my Stream Deck, they're so great for getting around Briefcase!”
“I just love how many features you are adding every week. Briefcase has been a game changer for us.”
“Amazing tool, the team love love love using it. All of our clients are now using it.”
“Had a client call today and got feedback from a new Briefcase user: "Much better than Dext, interface much clearer".”
“Customer support doesn't get better than this!”
“The data capture is more accurate than any OCR solution I've used before. It's great at picking up descriptions, dates and references, which other platforms often struggle with.”
“Amazing app and makes bookkeeping a breeze, the new feature to also process tracking categories is remarkable.”
“Been using this for a few months now and the speed of document processing is amazing. I love the possibility that comes with using this app, that it allows me more time for working with the client than working on the client data.”
“We've been using Briefcase for the past six months and the results have been really impressive. From ease of use to the automation and the security, it's a step above anything we've used before”
“Briefcase automatically identifies nuances such as Reverse Charge, something we hadn't expected from software, replacing assumptions like Zero Rated with accurate VAT treatment”
“How many software companies can you make a feature suggestion to in the early afternoon and before the end of the working day, it's been scoped, coded and implemented? You've gone above and beyond, once again Briefcase. THANK YOU! Everybody there does an amazing job.”
“It has certainly helped both us and our clients a lot already - no more spreadsheets and miscalculation from human error.”
“We have been using Briefcase for 4 months and love it.”
“WOW! I am sooo happy - just used Briefcase to process a load of receipts from a work trip to Germany. Blown away by a blurry receipt that has been translated so I can now see the receipt was for "Hot and sour noodle soup with chicken". This is saving so much time.”
“My mind is blown with how awesome this invoice capture software is ... It's basically like having another employee - time saving is insane! Well done guys. 👏”
“Briefcase are unmatched when it comes to product releases.”
“95% of my prepayments were done before my nominal review which I loved, helping me concentrate only on accruals, deferred income & accrued income.”
“VAT extraction is spot on every time. It's good at picking up reverse charge transactions, many bookkeepers wouldn't pick that up!”
“We are really enjoying Briefcase at the moment and thanks for the ongoing support/contact, really useful.”
“Congrats! You've officially read more VAT guidance than any human ever should. Glad the AI can take one for the team 🤣”
“Automated VAT compliance is a game-changer.”
“Changing accounting tools can be difficult and admin intensive. The number one question to ask is whether the new tool will improve your operations enough to warrant the disruption. Having been with Briefcase for 3 months now, I can confidently state that the transition has been well worth it! We currently use the tool for our AP processes - only scratching the surface of its true potential. This tool has replaced Dext and Hubdoc in our tech stack and we're loving it. Not only is the recognition of information on supplier invoices excellent, it also learns from past processing to improve accuracy going forward. 2 features we, as a team, particularly enjoy - excellent identification of duplicate invoices and identification of supplier statements which used to often get published to Xero in error. A great tool, that is only getting better each month!”
“Briefcase has really moved the needle for our practice. Easy to use and intelligent software. The team are in love!”
“We've been using Briefcase for the past six months and the results have been really impressive. From ease of use to the automation and the security, it's a step above anything we've used before”
“Briefcase automatically identifies nuances such as Reverse Charge, something we hadn't expected from software, replacing assumptions like Zero Rated with accurate VAT treatment”
“How many software companies can you make a feature suggestion to in the early afternoon and before the end of the working day, it's been scoped, coded and implemented? You've gone above and beyond, once again Briefcase. THANK YOU! Everybody there does an amazing job.”
“It has certainly helped both us and our clients a lot already - no more spreadsheets and miscalculation from human error.”
“We have been using Briefcase for 4 months and love it.”
“WOW! I am sooo happy - just used Briefcase to process a load of receipts from a work trip to Germany. Blown away by a blurry receipt that has been translated so I can now see the receipt was for "Hot and sour noodle soup with chicken". This is saving so much time.”
“My mind is blown with how awesome this invoice capture software is ... It's basically like having another employee - time saving is insane! Well done guys. 👏”
“Briefcase are unmatched when it comes to product releases.”
“95% of my prepayments were done before my nominal review which I loved, helping me concentrate only on accruals, deferred income & accrued income.”
“VAT extraction is spot on every time. It's good at picking up reverse charge transactions, many bookkeepers wouldn't pick that up!”
“We are really enjoying Briefcase at the moment and thanks for the ongoing support/contact, really useful.”
“Congrats! You've officially read more VAT guidance than any human ever should. Glad the AI can take one for the team 🤣”
“Automated VAT compliance is a game-changer.”
“Changing accounting tools can be difficult and admin intensive. The number one question to ask is whether the new tool will improve your operations enough to warrant the disruption. Having been with Briefcase for 3 months now, I can confidently state that the transition has been well worth it! We currently use the tool for our AP processes - only scratching the surface of its true potential. This tool has replaced Dext and Hubdoc in our tech stack and we're loving it. Not only is the recognition of information on supplier invoices excellent, it also learns from past processing to improve accuracy going forward. 2 features we, as a team, particularly enjoy - excellent identification of duplicate invoices and identification of supplier statements which used to often get published to Xero in error. A great tool, that is only getting better each month!”
“Briefcase has really moved the needle for our practice. Easy to use and intelligent software. The team are in love!”
Accountant approved
“The sales processing has been great and is at least 5 or 6 times quicker than Dext.”
“Unbelievable product from an unbelievable team!”
“We have found the switch straight forward, and our clients that use Briefcase love it.”
“I've been waiting 5 years to find a way to publish a certain client's bank statements as they send pictures in to Dext and it never processed! We tried so many different ways to get it to work but no luck - we had to type over 300 transactions manually in a CSV and then upload to Xero! I hoped and prayed Briefcase would do it and IT HAS!! This is great and processed it all in under 5 minutes. Super chuffed as it's saved me hours!”
“I am LOVING the way it looks at previous stuff and works out where the current stuff should go.”
“The team have given me great feedback on Autopilot ... singing its praises and doing happy dances!!”
“The updates to make suggestions and post tracking categories have been unbelievably helpful 👏”
“I just had a chance to test the new feature - the bank statements extraction from pdf, this is absolutely amazing!!”
“I just used the prepayment schedule to release journals in advance and I love it! 😍”
“Briefcase's AI categorisation is nearly spot on. I'm impressed with Amazon invoices—suggesting where to code it based on what was actually purchased.”
“We have been using autopilot on all of our clients now apart from two where we have additional approvals and checks to POs and we think its fantastic, it is certainly giving us the time savings which we were after. I think the more we use this then the better it is going to get. It will be our standard approach now to use autopilot across the board.”
“Big kudos for the way Briefcase handled a batch of invoices that came over on one email attachment. A couple were more than page long too and it split all correctly, AND got the VAT right on every single one (which Hubdoc only did about 50% of the time).”
“With other products, it usually takes me around a minute to check, edit, and publish an invoice. With Briefcase, it's done in just 20 seconds—enabling me to get through my workload three times as fast.”
“We've been using Briefcase since its launch and it is definitely a game changer! The team behind Briefcase truly understand accounting processes and compliance. This is evident in the product they are developing. We thought other systems were fast at extracting the data but Briefcase is not only fast, it's intelligent too! With new features being added regularly, it assists bookkeepers and accountants service their clients needs in a timely and compliant manner.”
“The sales processing has been great and is at least 5 or 6 times quicker than Dext.”
“Unbelievable product from an unbelievable team!”
“We have found the switch straight forward, and our clients that use Briefcase love it.”
“I've been waiting 5 years to find a way to publish a certain client's bank statements as they send pictures in to Dext and it never processed! We tried so many different ways to get it to work but no luck - we had to type over 300 transactions manually in a CSV and then upload to Xero! I hoped and prayed Briefcase would do it and IT HAS!! This is great and processed it all in under 5 minutes. Super chuffed as it's saved me hours!”
“I am LOVING the way it looks at previous stuff and works out where the current stuff should go.”
“The team have given me great feedback on Autopilot ... singing its praises and doing happy dances!!”
“The updates to make suggestions and post tracking categories have been unbelievably helpful 👏”
“I just had a chance to test the new feature - the bank statements extraction from pdf, this is absolutely amazing!!”
“I just used the prepayment schedule to release journals in advance and I love it! 😍”
“Briefcase's AI categorisation is nearly spot on. I'm impressed with Amazon invoices—suggesting where to code it based on what was actually purchased.”
“We have been using autopilot on all of our clients now apart from two where we have additional approvals and checks to POs and we think its fantastic, it is certainly giving us the time savings which we were after. I think the more we use this then the better it is going to get. It will be our standard approach now to use autopilot across the board.”
“Big kudos for the way Briefcase handled a batch of invoices that came over on one email attachment. A couple were more than page long too and it split all correctly, AND got the VAT right on every single one (which Hubdoc only did about 50% of the time).”
“With other products, it usually takes me around a minute to check, edit, and publish an invoice. With Briefcase, it's done in just 20 seconds—enabling me to get through my workload three times as fast.”
“We've been using Briefcase since its launch and it is definitely a game changer! The team behind Briefcase truly understand accounting processes and compliance. This is evident in the product they are developing. We thought other systems were fast at extracting the data but Briefcase is not only fast, it's intelligent too! With new features being added regularly, it assists bookkeepers and accountants service their clients needs in a timely and compliant manner.”
Try Briefcase for free today
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