Documents and AI bookkeeping
Get documents in by web, email or WhatsApp, and see how the AI codes them
- Auto-forward your whole inbox: automatic transaction detection and junk filtering
- Can I export transactions from Briefcase?
- Email Upload
- How does Briefcase AI learn & how our AI Autopilot works in Bookkeeping?
- How does Briefcase automate VAT compliance?
- How does Briefcase detect duplicate invoices?
- How does Briefcase extract Purchase Order numbers?
- How does Briefcase handle multi-line invoices?
- How does Briefcase populate the due date?
- How do I add additional documents to an invoice?
- How do I bulk edit fields?
- How do I merge multiple invoices together that I don't want to have split?
- How do I move an invoice between the costs and sales inboxes?
- How do I permanently delete a document?
- How do I upload images using OneDrive and Power Automate?
- How to upload multiple pictures to Briefcase via WhatsApp
- How to upload receipts and invoices to Briefcase via WhatsApp
- Setting up Email Auto Forwarding (Gmail)
- Setting up Email Auto Forwarding (Outlook/Microsoft)
- Supplier statement reconciliation
- Web Upload
- What types of documents can I upload to Briefcase?
Still need help?
Email the support team with what you were trying to do and we'll get back to you.