How do I track usage & automation rate in Briefcase?
The Usage page gives you a firm-wide view of what Briefcase is doing across all your clients: how many documents have been processed, how many transactions have been published, how much is being handled automatically by Autopilot, and where Briefcase has detected prepayments, deferred income, fixed assets and accruals. It's the best place to see how automation is ramping up and to spot clients where there's more you could be getting from Briefcase.
How do I track usage and automation in Briefcase?
1. Click Settings in the top right.
2. Open the Usage tab.
Choosing what you see
At the top of the page you have two controls:
- Date range – choose Last 14 days, Last 30 days (the default), Last 90 days, Last 365 days, or set a Custom range. Every figure on the page updates to the period you select.
- Search – filter the list by account or user name.
You can also sort by any column by clicking its header (click again to reverse the order), and a Total row at the bottom sums the whole list for the period.
Two views: Accounts and Users
Use the toggle at the top to switch between:
- Accounts – usage broken down by client organisation. This is the main view for tracking automation.
- Users – activity broken down by member of your team.
What each column means
- Account Name: The client organisation.
- Processed Documents: Files Briefcase identified as real financial documents and processed - invoices, receipts, bank statements and supplier statements. These are the documents you can see in your account.
- Transactions Published: Transactions posted to the ledger: costs, sales, bank statements exported and supplier statements reconciled. **Hover over the number** for a breakdown by Costs, Sales, Bank Statements and Supplier Statements. A single document can produce several transactions, so this can be higher than Processed Documents.
- Autopublished (⚡): How many of those published transactions were posted automatically by AI Autopilot, with **no manual review needed**. The figure in brackets is the **autopublish rate** - autopublished as a percentage of transactions published.
- Prepayments Detected: Number of prepayments Briefcase detected in the period.
- Deferred Income Detected: Number of deferred income items detected.
- Fixed Assets Detected: Number of fixed assets detected.
- Accruals Detected: Number of accruals detected.
How to use it
- Check usage for a single client: Type a client's name into the Search box to filter the list down to just that account. This is handy before a client review or catch-up - you can see their auto-publish rate, how much you're processing for them, and the adjustments Briefcase has detected, all for the period you choose.
- Track how automation is ramping up: The autopublish rate climbs as Briefcase learns each client's patterns - typically most of the gain lands after a client has been processing for a few months. Sort the Accounts view by Autopublished to see which clients are furthest along, and which are just getting started.
- Spot opportunities you might be missing: The Prepayments / Deferred Income / Fixed Assets / Accruals Detected columns show where Briefcase has already surfaced adjustments. If a client shows detections you haven't acted on, there may be automation (or a move from quarterly to monthly management accounts) you could be taking advantage of.
- Check migration progress: Rising Processed Documents and Transactions Published for a client is a good signal that they've genuinely moved their uploads over (for example, from another platform) rather than just being connected.
- Review the period that matters: Switch the date range to compare a recent month against a longer trend, or set a custom range around a specific close.
💡 Tip: The autopublish percentage is calculated as autopublished ÷ transactions published for the selected period, so a very short date range on a new client can look low simply because there isn't much history yet. Widen the range for a truer picture.