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From sole-practitioners to Top 50 firms, see how AI is transforming UK practice.

Case StudyWilson Partners

How Wilson Partners uses Briefcase to stay ahead of the game

Learn how this Top 50 firm replaced legacy tools and automated their bookkeeping with AI.

3x
Increased Bookkeeping Efficiency
97%
Field-Level Automation
3 in 4
Transactions Fully Handled by AI
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Video ReviewDelphini
Case StudyVideo Review
Connolly Accountants

How Connolly Replaced Dext and Outsourcing with AI Agents

Learn how this Milton Keynes practice eliminated outsourcing while growing their client base.

4x
Faster Job Completion
65%
Autopublish Rate
99%
Accuracy
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Ready to put your books on Autopilot?

Wall of Love
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.
Matthew Cowell
Matthew CowellBookkeeper
Daly Accounting
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.
Natasha Everard
Natasha EverardOwner
Bewitching Bookkeeping
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!
Kyle Forder
Kyle ForderCo-Founder & CEO
LedgerPlus
Amazing app and makes bookkeeping a breeze, the new feature to also process tracking categories is remarkable.
Fatimah Razak MAAT
Fatimah Razak MAATAccountant and Director
AFR Accountancy Services Ltd
Briefcase has really moved the needle for our practice. Easy to use and intelligent software. The team are in love!
Tasnim Mustafa
Tasnim MustafaFounder
Barnes & Scott
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
Jenny EvansAccounts & Outsourcing Director
Wilson Partners
I just love how many features you are adding every week. Briefcase has been a game changer for us.
Lyn Oaten BA (Hons) FCA
Lyn Oaten BA (Hons) FCAManaging Partner
Delphini
Unbelievable product from an unbelievable team!
Catharrin Ponnudurai
Catharrin PonnuduraiHead of Delivery
Fin-house
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
Matthew CotsonDirector
Blu Sky
Love the prepayment stuff! Always great updates and developments folks! Love to see it.
Eric Byram CPA
Eric Byram CPADirector
Impact Ops
The sales processing has been great and is at least 5 or 6 times quicker than Dext.
Bradley Small
Bradley SmallManager
Connolly Accountants
I am LOVING the way it looks at previous stuff and works out where the current stuff should go.
Grace Mock FMAAT
Grace Mock FMAATDirector
Grace Heathfield + Co
I've never known such quick dev roll outs from user feedback - fantastic!
Chris Gascoyne
Chris GascoyneDirector
Acumist
I was impressed by Briefcase's ability to accurately extract information, even from complex receipts. I uploaded a screenshot of order confirmation with other items on it and it picked up the right one, I don't even know how it does that. It's pretty crazy.
RF
Romano Fragnito-RogersAccountant
Hardwick & Morris
Automated VAT compliance is a game-changer.
Alex Hopson
Alex HopsonSemi Senior Client Advisor
Wilson Partners
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.
Crystal Boston BFP FCA
Crystal Boston BFP FCACo-Founder & Partner
Delphini
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.
Ashley Nyamutsambira
Ashley NyamutsambiraFinance Manager
Odyssey Dining
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.
Matthew Cotson
Matthew CotsonDirector
Blu Sky
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.
Grace Mock FMAAT
Grace Mock FMAATDirector
Grace Heathfield + Co
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).
Tracey Hand
Tracey HandPayroll Coordinator
Finance Box
We used to estimate that jobs took up to one minute per invoice. Yesterday I processed 60 invoices in 15mins using Briefcase.
Bradley Small
Bradley SmallManager
Connolly Accountants
It has certainly helped both us and our clients a lot already - no more spreadsheets and miscalculation from human error.
Crystal Boston BFP FCA
Crystal Boston BFP FCACo-Founder & Partner
Delphini
Just been adding the keyboard shortcuts to my Stream Deck, they're so great for getting around Briefcase!
Joe Roughton
Joe RoughtonFounder
JRCo
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.
Alex Hopson
Alex HopsonSemi Senior Client Advisor
Wilson Partners
95% of my prepayments were done before my nominal review which I loved, helping me concentrate only on accruals, deferred income & accrued income.
Mahqool Mohammad
Mahqool MohammadManagement Accountant
Finance Box
I just had a chance to test the new feature - the bank statements extraction from pdf, this is absolutely amazing!!
Kamila Paszkowska-Sobolewska
Kamila Paszkowska-SobolewskaBookkeeper
Finance Box
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.
Ross Macdonald
Ross MacdonaldOutsource Manager
HJS
Briefcase automatically identifies nuances such as Reverse Charge, something we hadn't expected from software, replacing assumptions like Zero Rated with accurate VAT treatment
Bradley Small
Bradley SmallManager
Connolly Accountants
Briefcase are unmatched when it comes to product releases.
Josh Probert-Waters
Josh Probert-WatersFounder
Hyphen Digital
Customer support doesn't get better than this!
Steve Blackmore
Steve BlackmoreDirector
Elver E-Commerce Accountants
We are really enjoying Briefcase at the moment and thanks for the ongoing support/contact, really useful.
Nathan Hinchcliffe
Nathan HinchcliffeClient Manager - Bookkeeping
Gooding Accounts
The team have given me great feedback on Autopilot ... singing its praises and doing happy dances!!
Helen Rogers
Helen RogersDirector
Matix Accounts
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. 👏
Jeri Williams FCA
Jeri Williams FCAFounder
Smooth Accounting
Amazing tool, the team love love love using it. All of our clients are now using it.
Marelize Bott
Marelize BottFounder
Add-Worth Accountancy Ltd
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.
Alex Hopson
Alex HopsonSemi Senior Client Advisor
Wilson Partners
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.
Chris Gascoyne
Chris GascoyneDirector
Acumist
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!
Danielle Flawn
Danielle FlawnCommunication Coordinator
PML Accountants
I just used the prepayment schedule to release journals in advance and I love it! 😍
Mahqool Mohammad
Mahqool MohammadManagement Accountant
Finance Box
The updates to make suggestions and post tracking categories have been unbelievably helpful 👏
Jim Leeves
Jim LeevesCo-Founder
Shapes
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
Bradley Small
Bradley SmallManager
Connolly Accountants
We have been using Briefcase for 4 months and love it.
Gary Winterborne AATQB
Gary Winterborne AATQBPartner
360 Accounts & Bookkeeping
We have found the switch straight forward, and our clients that use Briefcase love it.
Chris Metcalf
Chris MetcalfDirector
Thomas Emlyn
You guys have added so many features - it must have been insanely busy behind the scenes 😲
Grace Mock FMAAT
Grace Mock FMAATDirector
Grace Heathfield + Co
Congrats! You've officially read more VAT guidance than any human ever should. Glad the AI can take one for the team 🤣
Steve Blackmore
Steve BlackmoreDirector
Elver E-Commerce Accountants
Had a client call today and got feedback from a new Briefcase user: "Much better than Dext, interface much clearer".
Michael Daly
Michael DalyDirector
Daly Accounting
We've been using Briefcase for several months now and have been very impressed so far. It is by far the best product on the market for data processing and it continues to evolve with new features and regular updates. The team is highly responsive to feedback and committed to continuous improvement. We've also received excellent feedback from our clients who have moved to Briefcase. It is extremely user-friendly, meaning we've had to provide minimal training to help clients get started.
CA
Catherine Atkinson
Saint & Co

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