What is Briefcase Ledger? (Demo video)

Briefcase Ledger is our AI-native ledger: full double-entry accounting that replaces your existing ledger software and the separate tools around it. Upload documents, connect a bank feed, and the AI Autopilot handles data capture, bank reconciliation, month-end close and submissions to HMRC.

Everything else is built in: working papers for closing the period, paperwork requests to ask clients for missing receipts and statements, and the Briefcase MCP, which puts your books inside Claude, ChatGPT and Copilot. One platform, from receipt to sign-off.

Get set up

• 📄 How to get started with Briefcase as an accountant

• 📄 How to get started with Briefcase Ledger as a client

• 📄 How to connect a bank account to Briefcase Ledger

• 📄 Setting up your client for MTD ITSA

• 📄 Web Upload, 📄 Email Upload and 📄 WhatsApp Upload

Want the full tour? Sign up free or book a demo.