Product changelog
The latest features, improvements, and updates to Briefcase.
2026
28 updatesProduct update
Briefcase Ledger for businesses, Payments, and Briefcase in Claude and ChatGPT
Run a limited company’s books end to end in Briefcase Ledger, pay suppliers and employees by open banking from Briefcase Ledger, Xero or QuickBooks, and work on your books from Claude or ChatGPT.
Product update
Expense & mileage claims in Briefcase Ledger
Approve and reimburse employee expense and mileage claims directly in Briefcase Ledger, and bulk import accruals from a CSV.
Product update
AI memories and partial payments
Briefcase now learns your internal conventions automatically, and you can reconcile invoices that aren’t paid in one go.
Product update
Raise sales invoices in Briefcase Ledger
Create and send sales invoices from the Sales inbox, and record payments on account when money doesn’t line up one-to-one with an invoice.
Product update
Aged reports in Briefcase Ledger
Aged creditors and aged debtors reports, an updated journal report, and a set of bank account improvements.
Product update
Automated accrual expenses for Briefcase Ledger
Briefcase Ledger now suggests month-end accruals for recurring expenses, ready for you to review and post.
Product update
Daily proration of prepayments / deferred income
Prorate prepayments and deferred income on a daily rather than monthly basis, with a business-wide default and per-item overrides.
Product update
Mileage claims, prepayments and deferred income
Add and track employee mileage claims on web and WhatsApp, track prepayments and deferred income with automatically drafted amortisation schedules in Briefcase Ledger, and set opening balances for your bank accounts.
Product update
Added support for non-depreciable fixed assets
Add non-depreciable fixed assets, such as land, to the Briefcase fixed asset register for tracking purposes — and Briefcase will automatically detect them from invoices too.
Product update
Export working papers and import fully amortised schedules
Export a closed working paper to Excel — every reconciliation schedule and the evidence behind it — and add prepayment, deferred income and fixed asset schedules whose amortisation or depreciation has already been fully posted.
Product update
File VAT returns directly to HMRC
Submit VAT returns for sole traders and landlords straight to HMRC, tag clients with custom labels in billing, and autodetect prepayments and deferred income from multi-line invoices.
Product update
Request paperwork in Briefcase Ledger
Request bank statements and invoices from clients, bulk import deferred income from a CSV, and restrict who can forward emails to Briefcase.
Product update
Bulk import prepayments
Import multiple prepayments at once by uploading a CSV. Briefcase validates every row, flags errors, and creates each prepayment ready for review.
Product update
Introducing Working Papers
Complete your entire month-end, quarter-end or year-end close inside Briefcase, with no spreadsheets: post outstanding transactions and adjustments, reconcile every balance sheet account, and close the period.
Product update
Partial ownership and landlord statement processing in Briefcase Ledger
Set ownership percentages per landlord with per-property reporting and HMRC splits, and process letting agent statements with separate sales and cost categorisation.
Product update
Reducing balance depreciation and VAT rate predictions for bank feed
Choose reducing balance depreciation for fixed assets, and let Briefcase predict and code VAT rates on BriefcaseOne bank transactions.
Product update
Bank statement duplicate detection and configurable posting destination
Automatically detect and archive duplicate bank statement uploads, and configure where unmatched receipts and invoices are posted in BriefcaseOne.
Product update
Publishing transactions to cash account in BriefcaseOne
Add a cash account to track cash payments and post invoices and receipts directly without reconciling against a bank transaction.
Product update
Bank feeds for BriefcaseOne
Connect a bank account to BriefcaseOne to automatically pull in transactions, extract merchants, predict the business, categorise, and reconcile or cash code on autopilot.
Product update
HMRC quarterly submissions
Submit quarterly updates to HMRC directly from BriefcaseOne. Connect your HMRC account, review cumulative profit and loss, and file in a few clicks.
Product update
Introducing Briefcase One
Today, we’re launching Briefcase One: a standalone MTD platform for sole traders and landlords. A full ledger with automated reconciliation and document capture, powered by the same AI Autopilot that already processes millions of documents for accounting firms across the UK.
Product update
Automatic expense claim processing
Uploading expense receipts just got a lot easier. Add a note like "expense" or "expense for Sam" when you upload an invoice, via the web, WhatsApp, or email, and Briefcase takes care of the rest.
Product update
Automated accrual expenses + fixed asset disposals
Briefcase now suggests month-end accruals for recurring expenses and lets you dispose of fixed assets directly.
Product update
Bulk import fixed assets + updated fixed assets tracker
Import existing assets via CSV, track depreciation automatically, and view grouped balances synced with your ledger.
Product update
User context, fixed asset automation, and search improvements
Guide AI categorisation with custom notes via WhatsApp or email, automatic fixed asset detection with depreciation schedules, and document reference search.
Product update
Enhanced WhatsApp upload flow
Review and edit WhatsApp submissions before finalising, merge pages into a single PDF, add notes, and switch organisations.
Product update
Autopilot for sales transactions
Autopilot now learns sales transaction patterns and auto-publishes when document legibility, extraction completeness, and historical consistency checks all pass.
Product update
Line item categorisation & grouping
Briefcase now categorizes cost invoices at the line-item level with intelligent grouping based on historical preferences.
2025
34 updatesProduct update
Merge bank statements and more
Combine multiple bank statements into a single export file, audit transaction publishers, and improved foreign currency conversion.
Product update
Deferred revenue automation
Briefcase has launched deferred revenue automation for Xero and QuickBooks clients, building on existing prepayments functionality to streamline financial close workflows.
Product update
Full VAT legislation knowledge, Briefcase wrapped, flat rate scheme support
VAT treatments now reference HMRC legislation for auditability, year-in-review stats with Briefcase Wrapped, and automatic No VAT rate for flat rate scheme clients.
Product update
Recent uploads + usage dashboard + removed client upload URL
Track the last 14 days of document uploads, monitor client and user activity in the new usage dashboard, and legacy upload URLs have been retired.
Product update
Automated tracking categories / class
Briefcase now automatically assigns Xero tracking categories and QuickBooks classes using transaction details, historical patterns, and document content.
Product update
Release prepayment journals early and more
Release all prepayment journals at once, HEIC file support, and client upload URL deprecation notice.
Product update
Supplier statement reconciliation and document merging
Automated reconciliation of supplier statements against transactions, plus the ability to merge related documents.
Product update
Granular user permissions
Briefcase introduced a new permission system enabling precise control over team member and client access levels.
Product update
Bank statement extraction and more
Automated bank statement detection and extraction, plus mark invoices as prepayments and email content visibility.
Product update
AI Autopilot
Introducing AI Autopilot — automatically reviews and publishes transactions meeting three strict criteria.
Product update
Sales transactions for QuickBooks and keyboard shortcuts
QuickBooks sales transaction support, keyboard shortcuts, and multiple attachments per transaction.
Product update
Multi line splits and prepayments closing balance
Toggle between VAT summary and full line item views, plus see running balances for each prepayment.
Product update
CIS Transactions
Briefcase now automatically processes Construction Industry Scheme (CIS) invoices.
Product update
Light mode and tracking categories for prepayments
Toggle between dark and light themes, plus assign tracking categories to prepayment schedules.
Product update
Sales transactions and one-off prepayments
Briefcase now automatically detects and processes sales transactions.
Product update
Two-factor authentication and customisable dashboard
Add 2FA protection to your account and customise which columns appear on client dashboards.
Product update
Improved categorisation, opening prepayment balances and cleaner UI
AI categorisation now uses weaker matches when strong ones are unavailable, migrate existing prepayments with opening balances, and a cleaner publish location UI.
Product update
Searchable dashboard and collapsible sidebar
Search and sort clients on your dashboard, plus collapse the sidebar for more screen space.
Product update
Sorting, filtering, and extended PDF split
Sort and filter transactions, PDF splitting up to 50 pages, see who uploaded documents, and upgraded AI extraction.
Product update
PO number extraction and fixed asset materiality threshold
Automatically extract PO numbers and append them to document references, plus set materiality thresholds for fixed assets.
Product update
Word and Excel document support
Upload Word and Excel documents directly into Briefcase for automatic PDF conversion and processing.
Product update
AI learning trail and adjustable prepayment threshold
See exactly which historical transactions inform AI categorisation decisions, plus customise prepayment materiality thresholds.
Product update
Automated prepayments
Automatic prepayment detection and recognition scheduling. Upload invoices, review draft schedules, and publish for automatic journal posting.
Product update
Automated invoice splitting
Upload PDFs with multiple invoices and Briefcase automatically separates them into individual documents for independent processing.
Product update
Improved AI extraction pipeline
Faster processing times, smarter VAT-based line splitting, and improved transaction detection in emails.
Product update
Adding WhatsApp support
Submit invoices and receipts directly to Briefcase via WhatsApp for streamlined document management.
Product update
Expense claims for QuickBooks and supplier VAT registration
Expense claim functionality now available for QuickBooks, plus supplier VAT number verification and automatic image rotation.
Product update
Adding expense claims and supplier VAT number verification
Generate expense claims directly from invoices and automatically verify supplier VAT numbers through HMRC.
Product update
QuickBooks Online integration
Briefcase now fully supports QuickBooks Online with two-way sync, end-to-end invoice processing, and AI learning.
Product update
Invite clients via email
Send email invites to clients directly from Briefcase with their forwarding email address and upload link.
Product update
Automated line items
Briefcase automatically splits invoices/receipts into multiple lines based on their VAT rate.
Product update
Email verification, reset password and improved AI categorisation
New email verification workflow, forgot password functionality, and AI now considers business sector for categorisation.
2024
6 updatesProduct update
Enhanced transaction detection and bulk publish
Enhanced email transaction detection with smarter filtering, plus unlimited bulk publishing capability.
Product update
Manage user permissions and invite clients
Manage user permissions with Admin and User roles, plus invite clients to access their own accounts.
Product update
Processing emails without attachments
Briefcase now handles receipts and invoices arriving in email bodies rather than as file attachments.
Product update
New account code creation and two-way Xero sync
Create new account codes directly within Briefcase and enjoy bidirectional synchronization with Xero.
Product update
Historical learning, updated description extraction, and fixed assets threshold
AI now learns from past transactions, descriptions include service dates, and fixed asset threshold prevents misclassification.
Product update
AI learning and updated dashboard
AI learns from published transactions to improve categorization, plus new dashboard features including favorites and pending counts.
