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One page summary

Why move to Briefcase Ledger

To save, print or forward.

Big things start with good books.

Your accountant has suggested moving your books to Briefcase Ledger. Here's why, and how little it takes.

Why switch

1. Easy uploads, wherever you are

Send receipts and invoices however suits you: snap them on WhatsApp, forward an email, upload on your phone or computer, or ask Claude, ChatGPT or Copilot to send them. Everything goes straight into Briefcase.

Four ways to upload: WhatsApp, forward an email, your AI assistant, or your phone or computer. Everything lands straight in Briefcase.Four ways to upload: WhatsApp, forward an email, your AI assistant, or your phone or computer. Everything lands straight in Briefcase.

2. Automated bookkeeping

Autopilot does the bookkeeping. It picks the category and your reporting categories, works out the VAT and matches the payment in your bank, with the reason for each choice beside it.

A café receipt for £48.00, coded by Autopilot: category Staff welfare, reporting categories Workshop and Bristol, VAT 20% with £8.00 to reclaim, and matched to the bank.A café receipt for £48.00, coded by Autopilot: category Staff welfare, reporting categories Workshop and Bristol, VAT 20% with £8.00 to reclaim, and matched to the bank.

3. All in one place

Your books, paperwork, reports and supplier payments under one login.

Books, paperwork, reports and payments, all in Briefcase under one login.

Use Claude, ChatGPT or Copilot? Ask your books anything, like "Who do I need to pay this week?" See how to connect your AI assistant

Asking an AI assistant who needs paying this week. Briefcase answers: £5,192.40 across four suppliers, each bill ready to pay by bank with your approval.Asking an AI assistant who needs paying this week. Briefcase answers: £5,192.40 across four suppliers, each bill ready to pay by bank with your approval.

Bonus

Switch in minutes

Your accountant moves your books across. Your part takes about five minutes: make your account, add Briefcase on WhatsApp and connect your bank.

Also in Briefcase Ledger

  • VAT returns, sent straight to HMRC

  • Making Tax Digital for Income Tax, for sole traders and landlords

  • Pay suppliers by open banking, straight from the bill

  • Expense and mileage claims by WhatsApp

Safe and trusted

Trusted by the UK's largest accounting firms. Encrypted wherever your data is stored or sent. Private, and never used to train AI. Security certified, independently audited to ISO/IEC 27001. Kept in Europe, GDPR compliant.Trusted by the UK's largest accounting firms. Encrypted wherever your data is stored or sent. Private, and never used to train AI. Security certified, independently audited to ISO/IEC 27001. Kept in Europe, GDPR compliant.

How Briefcase protects your information