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What Briefcase Ledger means for you

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Your accountant is moving your books to Briefcase Ledger. Here's what you get, and how little it takes.

Why switch

1. Easy uploads, wherever you are

Snap receipts on WhatsApp, forward invoices by email, upload on your phone or computer, or ask Claude, ChatGPT or Copilot to send them. Everything goes straight into Briefcase for your accountant.

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. Answer requests in seconds

When your accountant needs something, reply to their email with the files attached, or ask Claude, ChatGPT or Copilot to find them in your inbox and send them over. Keep up to date wherever you are.

An email from your accountant asking for receipts, answered either by replying with the files attached or by asking your AI assistant to find them and send them.An email from your accountant asking for receipts, answered either by replying with the files attached or by asking your AI assistant to find them and send them.

3. All in one place

Your books, paperwork and numbers sit in one place, under one login, and stay up to date all year rather than in a rush at year end.

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

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.

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