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  • LedgerNewThe AI-native ledger for your business. Your complete accounting system, with capture, bank feeds, payments, month-end and reports all in a single tool.Books live in BriefcaseConnectBring Briefcase to your existing ledger. Capture, coding and month-end automation alongside Xero or QuickBooks.Books stay in Xero or QuickBooks
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LedgerNewThe AI-native ledger for your business. Your complete accounting system, with capture, bank feeds, payments, month-end and reports all in a single tool.Books live in BriefcaseConnectBring Briefcase to your existing ledger. Capture, coding and month-end automation alongside Xero or QuickBooks.Books stay in Xero or QuickBooksMCP
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Who are you doing the books for?

My own businessOwners, sole traders and in-house finance teams

How many client books do you look after?

1–9Fewer than 10Start a free trial and add your first clients10+10 or moreBook a demo and we’ll set up your trial with you

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Getting started with Briefcase (One-Pager)

Below you will find a short one-pager covering how to get set up with your Briefcase account:

🔗 Web Link:

Getting Started with Briefcase

The page below has a more in-depth introduction to Briefcase, with a video introduction and useful links for clients to get started:

📄 How to get started with Briefcase as a client

More in Client Resources

  • 5 Reasons to Switch to Briefcase
  • Email draft - Informing clients about switching to Briefcase
  • Email draft - Informing clients about trialling Briefcase
  • Getting Started with Briefcase
  • How Briefcase protects your information
  • Setting up Briefcase on mobile
  • Setting up Email Auto Forwarding (Gmail)
  • Setting up Email Auto Forwarding (Outlook/Microsoft)
  • Why should I switch to Briefcase Ledger?

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