Briefcase makes it easy to capture and share invoices and receipts with your accountant.

3 Simple Steps to Get Started

1. Sign up to Briefcase ✅

Your accountant will send you an invite link—keep an eye out for an email titled “Welcome to Briefcase!” Click the link and follow the steps to set up your account.

2. Snap & Send via WhatsApp 📱

If you didn’t add your mobile during sign up, head over to the settings page and add it. Then, scan the QR code below with your normal phone camera to add Briefcase to your WhatsApp contacts.

If the QR code doesn't work, you can add +447380878620 to your contacts instead.

You will now be able to send invoices and receipts directly to Briefcase via WhatsApp!

3. Forward Emails 📥

During sign up, you will receive a unique Briefcase email address resembling the following: 📧 your.company.name.1234@briefcase.to

You can now forward emails with invoices or receipts attached to that address.

That’s it! Just upload your invoices and receipts, and Briefcase AI will work with your accountant to keep your books accurate and up to date—so you can focus on growing your business.

Visit the Help Centre for more.