# AI Autopilot

> Canonical page: https://briefcase.so/changelog/2025-08-26
> Briefcase content index: https://briefcase.so/llms.txt

Introducing AI Autopilot — automatically reviews and publishes transactions meeting three strict criteria.

[All Updates](https://briefcase.so/changelog)

Update

Introducing AI Autopilot — automatically reviews and publishes transactions meeting three strict criteria.

26 August 2025

## Introducing AI Autopilot

Briefcase has launched AI Autopilot, which automatically reviews transactions and publishes those meeting specific criteria without manual intervention.

## Autopublish criteria

Transactions are automatically published when they meet three conditions:

1.  Legible document — Key data points are extracted twice and compared for consistency
2.  Complete data extraction — All essential fields are captured, including document type, supplier, amounts, and line item details
3.  Historical consistency — Transaction matches at least 3 previously published similar transactions

## How it works

The system extracts critical information twice and validates that results match.

Essential fields must include: document type/reference/dates, existing supplier information, amounts and currency, and per-line-item details with tax rates.

The system identifies semantically similar past transactions. For example, grocery receipts from different retailers are matched together. Autopublish only occurs when sufficient matching evidence exists.

## Adaptive learning

The system improves over time: edits to autopublished transactions reduce future similar autopublishes, while unchanged transactions increase likelihood of future automation.

## Availability

Users can enable AI Autopilot per client in Business Settings immediately. Beginning September 1st, the feature becomes default-enabled with opt-out capability.

[

PreviousSales transactions for QuickBooks and keyboard shortcuts

](https://briefcase.so/changelog/2025-08-11)[

NextBank statement extraction and more

](https://briefcase.so/changelog/2025-09-16)
