# Briefcase Ledger - Overview

> Canonical page: https://briefcase.so/articles/what-is-briefcase-one-demo-video
> Briefcase content index: https://briefcase.so/llms.txt

Briefcase Ledger - Overview. Briefcase is the AI-native ledger built for accountants and bookkeepers. Upload documents (invoices, receipts, credit notes, bank.

Briefcase is the AI-native ledger built for accountants and bookkeepers.

Upload documents (invoices, receipts, credit notes, bank statements, supplier statements), connect your bank account, and the Briefcase AI Autopilot will do the rest - working for you across data capture, bank reconciliation, and HMRC submission.

Sign up free [here](https://briefcase.so/).

# How it works

**Briefcase Ledger** is an end-to-end solution built specifically for **MTD** sole traders and landlords.

Briefcase One is now called Briefcase Ledger

# Key features

Briefcase Ledger handles everything from document capture to HMRC submission, so your books are always up to date and compliant. Here's what sets it apart:

-   **AI Autopilot:** All transactions are reviewed for legibility, completeness, historical consistency, and bank transactions match. After three manual publishes, similar transactions are auto-published to the ledger. *No manual intervention required.*

-   **Real-time learning:** Every time you update a category or tracking code in Briefcase, it automatically learns it for next time. *No supplier rules needed.*

-   **VAT compliance automation:** Briefcase extracts VAT numbers from invoices, checks supplier VAT registration directly with HMRC, and validates against relevant legislation. Briefcase explains it's working so you can verify in-platform. *More compliant data.*

-   **Multiline invoice categorisation:** Line items are extracted with unique descriptions and VAT rates assigned per line. Corrections are learned automatically. *More accurate data.*

-   **Cash coding automation:** Bank transactions are auto-categorised based on completeness and historical consistency. *Faster reconciliation.*

-   **Invoice-to-bank matching:** Briefcase automatically matches and reconciles uploaded invoices to bank transactions. *No manual matching needed.*

-   **Multi-business support:** Multiple sole trade, UK property, and foreign property lines under one client licence, each with separate P&L accounts. *One platform for every client.*

Plus everything you'd expect: a full double-entry general ledger with P&L, balance sheets, and journals; and direct HMRC submission for MTD.

## Want to get started? Sign up free or book a demo [here](https://briefcase.so/)!

# Document upload methods

Briefcase has **AI triage** which detects document types, sends them to the correct inbox, remove duplicates and filters out non-transactional emails automatically. This makes data upload effortless for accounting/bookkeeping firms and their clients.

-   [📄 Web Upload](https://briefcase.so/articles/how-do-i-upload-documents-to-briefcase)

-   [📄 WhatsApp Upload](https://briefcase.so/articles/whatsapp-upload)

-   [📄 Email Upload](https://briefcase.so/articles/email-upload)

### Contextual Upload

Upload documents with written context via email, in a WhatsApp message or directly in the platform. Briefcase can use the additional context, such as "team meal", to apply the correct VAT treatment between a team or client lunch, for example.

# Connect your bank account

Link your bank account(s) via open banking. Briefcase supports real-time bank feeds for 82+ UK institutions.

You can also upload bank statements (PDFs supported) and our AI Autopilot will extract every transaction, assign to the right account, and turn into a live bank feed.

[📄 How to connect bank account to Briefcase Ledger (MTD ITSA)](https://briefcase.so/articles/how-to-connect-bank-account-to-briefcase-one)

# Connect to HMRC (MTD ITSA)

Connect directly to HMRC, so your tax obligations and businesses are automatically synced through — no manual exports or data entry required.

[📄 Setting up your business for MTD ITSA as a business owner](https://briefcase.so/articles/setting-up-your-business-for-mtd-itsa)

[📄 Setting up your client for MTD ITSA](https://briefcase.so/articles/setting-up-your-client-for-mtd-itsa)

# More about us

-   Read what our customers say about us [here](https://www.briefcase.so/customers)

-   Read about our approach to data security [here](https://briefcase.so/#security)

-   Read our thoughts and insights [here](https://www.briefcase.so/blog)