# Put your books on Autopilot > Canonical page: https://briefcase.so/ > Briefcase content index: https://briefcase.so/llms.txt AI agents that capture invoices, code transactions, handle VAT, reconcile banks, and build working papers in real time. Fully integrated with Xero and QuickBooks. Two-week free trial. ![Matthew Cowell](https://briefcase.so/marketing/testimonials/avatars/matthew-cowell.jpg) ![Natasha Everard](https://briefcase.so/marketing/testimonials/avatars/natasha-everard.jpg) ![Kyle Forder](https://briefcase.so/marketing/testimonials/avatars/kyle-forder.png) ![Fatimah Razak MAAT](https://briefcase.so/marketing/testimonials/avatars/fatimah-razak.jpeg) ![Tasnim Mustafa](https://briefcase.so/marketing/testimonials/avatars/tasnim-mustafa.jpeg) Rated 5★ on [Xero App Store](https://apps.xero.com/uk/app/briefcase/reviews) Introducing the AI Autopilot for Accountants and Bookkeepers. From data capture to financial close, handled end-to-end by AI. [Get started free](https://app.briefcase.so/sign-up) Two-week free trial No credit card required UK/EU GDPR compliant Trusted by leading accounting firms ![Price Bailey](https://briefcase.so/marketing/testimonials/logos/price-bailey.png) ![Smooth](https://briefcase.so/marketing/testimonials/logos/smoothaccounting.png) Testimonial ![Wilson Partners](https://briefcase.so/marketing/testimonials/logos/wilson-partners.png) Case Study ![Acumist](https://briefcase.so/marketing/testimonials/logos/Acumist_Transparent28.png) Testimonial ![Finance Box](https://briefcase.so/marketing/testimonials/logos/finance-box.png) Testimonial ![Connolly](https://briefcase.so/marketing/testimonials/logos/connolly.png) Case Study ![Shapes](https://briefcase.so/marketing/testimonials/logos/shapes.png) Testimonial ![Armstrong Watson](https://briefcase.so/marketing/testimonials/logos/armstrong-watson.png) ![Delphini](https://briefcase.so/marketing/testimonials/logos/delphini.png) Testimonial ![Lubbock Fine](https://briefcase.so/marketing/testimonials/logos/lubbock-fine.png) ![Fin House](https://briefcase.so/marketing/testimonials/logos/fin-house.png) Testimonial ![Thompson Wright](https://briefcase.so/marketing/testimonials/logos/thompson-wright.png) ![Elver Consulting](https://briefcase.so/marketing/testimonials/logos/elver-e-commerce.webp) ![HJS](https://briefcase.so/marketing/testimonials/logos/hjs.png) Testimonial ![Saint & Co](https://briefcase.so/marketing/testimonials/logos/saint&co.png) Testimonial Features ## From document to ledger, fully automated 01Capture ### Upload from WhatsApp, Email and Web Upload your receipts, sales invoices, credit notes, supplier and bank statements and let our AI Autopilot take care of the rest. Inbox AI Autopilot | Vendor | Type | Category | Amount | VAT | Status | | --- | --- | --- | --- | --- | --- | | | | | | | — | | | | | | | — | | | | | | | — | | | | | | | — | | | | | | | — | | | | | | | — | Upload Documents Click to upload or drag and drop .pdf, .jpeg, .png, .gif, .webp, .heic, .heif, .docx, .xlsx invoice.pdf receipt.jpeg scan.heic statement.xlsx photo.webp contract.docx Web Email WhatsApp 6 documents uploaded • Processing... Briefcase is simple to use, fast to scan documents and smart in how it pulls out what matters. The VAT handling and descriptions are better than anything we've seen. ![Jenny Evans](https://briefcase.so/marketing/testimonials/avatars/jenny-evans.jpeg) Jenny Evans Accounts & Outsourcing Director, Wilson Partners #### AI Autopilot Autopublishes when all verification checks pass #### 3-Step Verification Legibility, completeness and historical consistency #### Smart Triage Detects and triages different document types #### Duplicate Detection Archives duplicates before they reach your ledger 02Categorise ### Line item categorisation that learns over time Briefcase learns from your existing ledger data and adapts in real-time as you make changes. No supplier rules needed. Transaction Details ### Amazon Business Order #112-9847523-6271834 £1,327.49 15/11/2024 WhatsApp uploadMichael Scott · 15/11/2024 Hey Oscar can you process this ASAP? Put the paper on the Shrute Farms project - Dwight insists it's for his beet client outreach. Thanks! Line Items Description Category Tracking Amount Premium A4 Copy Paper (50 reams) 500 - Cost of Goods Sold Shrute Farms £847.50 HP OfficeJet Pro Printer 461 - Computer Equipment General Admin £329.99 Chili's Gift Cards (Staff lunch) 424 - Staff Welfare – £150.00 Tap the wand icons to see AI reasoning I am LOVING the way it looks at previous stuff and works out where the current stuff should go. ![Grace Mock FMAAT](https://briefcase.so/marketing/testimonials/avatars/grace-mock.jpg) Grace Mock FMAAT Director, Grace Heathfield + Co #### Historical Learning Learns the last 12 months of Xero/QBO ledger data #### Real-time Adaptation Refines learning with every correction made #### Context Aware Add WhatsApp or email notes to guide the AI 03Comply ### VAT compliance built-in at the point of capture Briefcase searches relevant VAT legislation for every purchase, verifies VAT numbers against HMRC and assigns VAT rates on a line-item basis. Transaction Details ### The Ivy Restaurant Client entertainment £186.40 15/11/2024 Checking invoice validity... Line Items Description VAT Rate Amount Food & Beverages £156.40 Discretionary Service Charge £30.00 Tap the wand icons to see AI reasoning VAT extraction is spot on every time. It's good at picking up reverse charge transactions, many bookkeepers wouldn't pick that up! ![Matthew Cotson](https://briefcase.so/marketing/testimonials/avatars/matthew-cotson.jpg) Matthew Cotson Director, Blu Sky #### VAT Verification Validates VAT numbers with HMRC and checks all requirements for a valid VAT invoice #### Legislation Lookup Searches 100+ VAT notices to find the relevant guidance for each transaction 04Close ### Period-end close and automated working papers Briefcase detects adjustments in real-time, builds schedules, posts journals and reconciles balance sheets automatically. Financial Close Adjustments detectedSchedules builtJournals posted Adobe Creative Cloud £2,400.00 Prepayment Oct 24 — Sep 25 Dell PowerEdge Server £8,500.00 Fixed Asset 5 year SL Q4 Consulting Retainer £15,000.00 Deferred Income Oct 24 — Dec 24 Dec Legal Fees (unbilled) £3,200.00 Accrual Auto-reverse Jan It has certainly helped both us and our clients a lot already - no more spreadsheets and miscalculation from human error. ![Crystal Boston BFP FCA](https://briefcase.so/marketing/testimonials/avatars/crystal-boston.jpg) Crystal Boston BFP FCA Co-Founder & Partner, Delphini #### Prepayments Auto-detects and builds amortisation schedules #### Deferred Income Recognises deferred revenue and posts releases #### Accruals Posts journals that auto-reverse next period #### Fixed Assets Creates depreciation schedules with asset lives #### Balance Sheet Recs Schedules reconcile against ledger balances automatically with offsetting journals matched within each account. External support is attached for audit-ready working papers every period. ### Ready to put your books on Autopilot? [Start free trial](https://app.briefcase.so/sign-up) Integrations ## Connected app or standalone ledger, you choose ![Xero](https://briefcase.so/xero.png)![QuickBooks](https://briefcase.so/quickbooks.png) Briefcase enhances every invoice and receipt with context from your connected ledger, enabling AI to accurately process transactions before posting. Two-way sync Always learning BriefcaseLedger Our standalone MTD-ready ledger built for sole traders and landlords. Get the same powerful AI automation as our Xero and QuickBooks integration, plus additional features designed specifically for simplified tax compliance. Bank feeds AI reconciliation AI cash coding HMRC filing [Learn more about Briefcase Ledger](https://briefcase.so/mtd-for-itsa) Security ## Enterprise-grade protection, built in ISO/IEC 27001 Compliant GDPR ### ISO 27001 and GDPR compliant Compliant with ISO/IEC 27001, the international standard for information security, and fully compliant with UK and EU GDPR. ### Model confidentiality We partner with OpenAI, Anthropic and Google under zero data retention agreements. Your data is never stored by them or used to train their models. ![OpenAI](https://briefcase.so/openai.png)![Anthropic](https://briefcase.so/anthropic.png)![Google](https://briefcase.so/google-wordmark.png) ### Storage & encryption All data is hosted on European servers and encrypted at rest with AES-256 and in transit with SSL/TLS. - AES-256 encryption at rest - SSL/TLS in transit ### Segregation & access Customer data is securely partitioned, no data is ever shared between clients and MFA is required for all accounts. - Database-level isolation - Mandatory MFA > “Particularly impressed with the multi-line feature, and descriptions feature in Briefcase. A lot more comprehensive than in the platform we were using up till now.” ![Ashley Nyamutsambira](https://briefcase.so/marketing/testimonials/avatars/ashley-nyamutsambira.jpg) Ashley NyamutsambiraFinance Manager, Odyssey Dining > “We used to estimate that jobs took up to one minute per invoice. Yesterday I processed 60 invoices in 15mins using Briefcase.” ![Bradley Small](https://briefcase.so/marketing/testimonials/avatars/Bradley-Small-300x300.webp) Bradley SmallManager, Connolly Accountants > “I've never known such quick dev roll outs from user feedback - fantastic!” ![Chris Gascoyne](https://briefcase.so/marketing/testimonials/avatars/chris-gascoyne.jpg) Chris GascoyneDirector, Acumist > “Been using it for our accounts and it has really helped us up our game. It's so easy to use, quick and above all is really intuitive.” ![Crystal Boston BFP FCA](https://briefcase.so/marketing/testimonials/avatars/crystal-boston.jpg) Crystal Boston BFP FCACo-Founder & Partner, Delphini > “Love the prepayment stuff! Always great updates and developments folks! Love to see it.” ![Eric Byram CPA](https://briefcase.so/marketing/testimonials/avatars/eric-byram.jpg) Eric Byram CPADirector, Impact Ops > “You guys have added so many features - it must have been insanely busy behind the scenes 😲” ![Grace Mock FMAAT](https://briefcase.so/marketing/testimonials/avatars/grace-mock.jpg) Grace Mock FMAATDirector, Grace Heathfield + Co > “Briefcase is simple to use, fast to scan documents and smart in how it pulls out what matters. The VAT handling and descriptions are better than anything we've seen.” ![Jenny Evans](https://briefcase.so/marketing/testimonials/avatars/jenny-evans.jpeg) Jenny EvansAccounts & Outsourcing Director, Wilson Partners > “Just been adding the keyboard shortcuts to my Stream Deck, they're so great for getting around Briefcase!” ![Joe Roughton](https://briefcase.so/marketing/testimonials/avatars/joe-roughton.jpeg) Joe RoughtonFounder, JRCo > “I just love how many features you are adding every week. Briefcase has been a game changer for us.” ![Lyn Oaten BA (Hons) FCA](https://briefcase.so/marketing/testimonials/avatars/lyn-oaten.jpg) Lyn Oaten BA (Hons) FCAManaging Partner, Delphini > “Amazing tool, the team love love love using it. All of our clients are now using it.” ![Marelize Bott](https://briefcase.so/marketing/testimonials/avatars/marelize-bott.jpg) Marelize BottFounder, Add-Worth Accountancy Ltd > “Had a client call today and got feedback from a new Briefcase user: "Much better than Dext, interface much clearer".” ![Michael Daly](https://briefcase.so/marketing/testimonials/avatars/michael-daly.jpeg) Michael DalyDirector, Daly Accounting > “Customer support doesn't get better than this!” ![Steve Blackmore](https://briefcase.so/marketing/testimonials/avatars/steve-blackmore.jpeg) Steve BlackmoreDirector, Elver E-Commerce Accountants > “The data capture is more accurate than any OCR solution I've used before. It's great at picking up descriptions, dates and references, which other platforms often struggle with.” ![Alex Hopson](https://briefcase.so/marketing/testimonials/avatars/alex-hopson.png) Alex HopsonSemi Senior Client Advisor, Wilson Partners > “Amazing app and makes bookkeeping a breeze, the new feature to also process tracking categories is remarkable.” ![Fatimah Razak MAAT](https://briefcase.so/marketing/testimonials/avatars/fatimah-razak.jpeg) Fatimah Razak MAATAccountant and Director, AFR Accountancy Services Ltd > “Been using this for a few months now and the speed of document processing is amazing. I love the possibility that comes with using this app, that it allows me more time for working with the client than working on the client data.” ![Natasha Everard](https://briefcase.so/marketing/testimonials/avatars/natasha-everard.jpg) Natasha EverardOwner, Bewitching Bookkeeping > “We've been using Briefcase for the past six months and the results have been really impressive. From ease of use to the automation and the security, it's a step above anything we've used before” ![Bradley Small](https://briefcase.so/marketing/testimonials/avatars/Bradley-Small-300x300.webp) Bradley SmallManager, Connolly Accountants > “Briefcase automatically identifies nuances such as Reverse Charge, something we hadn't expected from software, replacing assumptions like Zero Rated with accurate VAT treatment” ![Bradley Small](https://briefcase.so/marketing/testimonials/avatars/Bradley-Small-300x300.webp) Bradley SmallManager, Connolly Accountants > “How many software companies can you make a feature suggestion to in the early afternoon and before the end of the working day, it's been scoped, coded and implemented? You've gone above and beyond, once again Briefcase. THANK YOU! Everybody there does an amazing job.” ![Chris Gascoyne](https://briefcase.so/marketing/testimonials/avatars/chris-gascoyne.jpg) Chris GascoyneDirector, Acumist > “It has certainly helped both us and our clients a lot already - no more spreadsheets and miscalculation from human error.” ![Crystal Boston BFP FCA](https://briefcase.so/marketing/testimonials/avatars/crystal-boston.jpg) Crystal Boston BFP FCACo-Founder & Partner, Delphini > “We have been using Briefcase for 4 months and love it.” ![Gary Winterborne AATQB](https://briefcase.so/marketing/testimonials/avatars/gary-winterborne.webp) Gary Winterborne AATQBPartner, 360 Accounts & Bookkeeping > “WOW! I am sooo happy - just used Briefcase to process a load of receipts from a work trip to Germany. Blown away by a blurry receipt that has been translated so I can now see the receipt was for "Hot and sour noodle soup with chicken". This is saving so much time.” ![Grace Mock FMAAT](https://briefcase.so/marketing/testimonials/avatars/grace-mock.jpg) Grace Mock FMAATDirector, Grace Heathfield + Co > “My mind is blown with how awesome this invoice capture software is ... It's basically like having another employee - time saving is insane! Well done guys. 👏” ![Jeri Williams FCA](https://briefcase.so/marketing/testimonials/avatars/Jeri-Williams.png) Jeri Williams FCAFounder, Smooth Accounting > “Briefcase are unmatched when it comes to product releases.” ![Josh Probert-Waters](https://briefcase.so/marketing/testimonials/avatars/josh-probert-waters.jpeg) Josh Probert-WatersFounder, Hyphen Digital > “95% of my prepayments were done before my nominal review which I loved, helping me concentrate only on accruals, deferred income & accrued income.” ![Mahqool Mohammad](https://briefcase.so/marketing/testimonials/avatars/mahqool-mohammad.jpg) Mahqool MohammadManagement Accountant, Finance Box > “VAT extraction is spot on every time. It's good at picking up reverse charge transactions, many bookkeepers wouldn't pick that up!” ![Matthew Cotson](https://briefcase.so/marketing/testimonials/avatars/matthew-cotson.jpg) Matthew CotsonDirector, Blu Sky > “We are really enjoying Briefcase at the moment and thanks for the ongoing support/contact, really useful.” ![Nathan Hinchcliffe](https://briefcase.so/marketing/testimonials/avatars/nathan-hinchcliffe.jpg) Nathan HinchcliffeClient Manager - Bookkeeping, Gooding Accounts > “Congrats! You've officially read more VAT guidance than any human ever should. Glad the AI can take one for the team 🤣” ![Steve Blackmore](https://briefcase.so/marketing/testimonials/avatars/steve-blackmore.jpeg) Steve BlackmoreDirector, Elver E-Commerce Accountants > “Automated VAT compliance is a game-changer.” ![Alex Hopson](https://briefcase.so/marketing/testimonials/avatars/alex-hopson.png) Alex HopsonSemi Senior Client Advisor, Wilson Partners > “Changing accounting tools can be difficult and admin intensive. The number one question to ask is whether the new tool will improve your operations enough to warrant the disruption. Having been with Briefcase for 3 months now, I can confidently state that the transition has been well worth it! We currently use the tool for our AP processes - only scratching the surface of its true potential. This tool has replaced Dext and Hubdoc in our tech stack and we're loving it. Not only is the recognition of information on supplier invoices excellent, it also learns from past processing to improve accuracy going forward. 2 features we, as a team, particularly enjoy - excellent identification of duplicate invoices and identification of supplier statements which used to often get published to Xero in error. A great tool, that is only getting better each month!” ![Kyle Forder](https://briefcase.so/marketing/testimonials/avatars/kyle-forder.png) Kyle ForderCo-Founder & CEO, LedgerPlus > “Briefcase has really moved the needle for our practice. Easy to use and intelligent software. The team are in love!” ![Tasnim Mustafa](https://briefcase.so/marketing/testimonials/avatars/tasnim-mustafa.jpeg) Tasnim MustafaFounder, Barnes & Scott ## Accountant approved > “The sales processing has been great and is at least 5 or 6 times quicker than Dext.” ![Bradley Small](https://briefcase.so/marketing/testimonials/avatars/Bradley-Small-300x300.webp) Bradley SmallManager, Connolly Accountants > “Unbelievable product from an unbelievable team!” ![Catharrin Ponnudurai](https://briefcase.so/marketing/testimonials/avatars/catharrin-ponnudurai.jpg) Catharrin PonnuduraiHead of Delivery, Fin-house > “We have found the switch straight forward, and our clients that use Briefcase love it.” ![Chris Metcalf](https://briefcase.so/marketing/testimonials/avatars/chris-metcalf.jpeg) Chris MetcalfDirector, Thomas Emlyn > “I've been waiting 5 years to find a way to publish a certain client's bank statements as they send pictures in to Dext and it never processed! We tried so many different ways to get it to work but no luck - we had to type over 300 transactions manually in a CSV and then upload to Xero! I hoped and prayed Briefcase would do it and IT HAS!! This is great and processed it all in under 5 minutes. Super chuffed as it's saved me hours!” ![Danielle Flawn](https://briefcase.so/marketing/testimonials/avatars/danielle-flawn.jpeg) Danielle FlawnCommunication Coordinator, PML Accountants > “I am LOVING the way it looks at previous stuff and works out where the current stuff should go.” ![Grace Mock FMAAT](https://briefcase.so/marketing/testimonials/avatars/grace-mock.jpg) Grace Mock FMAATDirector, Grace Heathfield + Co > “The team have given me great feedback on Autopilot ... singing its praises and doing happy dances!!” ![Helen Rogers](https://briefcase.so/marketing/testimonials/avatars/Helen-Rogers24.webp) Helen RogersDirector, Matix Accounts > “The updates to make suggestions and post tracking categories have been unbelievably helpful 👏” ![Jim Leeves](https://briefcase.so/marketing/testimonials/avatars/jim-leeves.jpeg) Jim LeevesCo-Founder, Shapes > “I just had a chance to test the new feature - the bank statements extraction from pdf, this is absolutely amazing!!” ![Kamila Paszkowska-Sobolewska](https://briefcase.so/marketing/testimonials/avatars/kamila-sobolewska.png) Kamila Paszkowska-SobolewskaBookkeeper, Finance Box > “I just used the prepayment schedule to release journals in advance and I love it! 😍” ![Mahqool Mohammad](https://briefcase.so/marketing/testimonials/avatars/mahqool-mohammad.jpg) Mahqool MohammadManagement Accountant, Finance Box > “Briefcase's AI categorisation is nearly spot on. I'm impressed with Amazon invoices—suggesting where to code it based on what was actually purchased.” ![Matthew Cotson](https://briefcase.so/marketing/testimonials/avatars/matthew-cotson.jpg) Matthew CotsonDirector, Blu Sky > “We have been using autopilot on all of our clients now apart from two where we have additional approvals and checks to POs and we think its fantastic, it is certainly giving us the time savings which we were after. I think the more we use this then the better it is going to get. It will be our standard approach now to use autopilot across the board.” ![Ross Macdonald](https://briefcase.so/marketing/testimonials/avatars/ross-macdonald.jpeg) Ross MacdonaldOutsource Manager, HJS > “Big kudos for the way Briefcase handled a batch of invoices that came over on one email attachment. A couple were more than page long too and it split all correctly, AND got the VAT right on every single one (which Hubdoc only did about 50% of the time).” ![Tracey Hand](https://briefcase.so/marketing/testimonials/avatars/tracey-hand.jpg) Tracey HandPayroll Coordinator, Finance Box > “With other products, it usually takes me around a minute to check, edit, and publish an invoice. With Briefcase, it's done in just 20 seconds—enabling me to get through my workload three times as fast.” ![Alex Hopson](https://briefcase.so/marketing/testimonials/avatars/alex-hopson.png) Alex HopsonSemi Senior Client Advisor, Wilson Partners > “We've been using Briefcase since its launch and it is definitely a game changer! The team behind Briefcase truly understand accounting processes and compliance. This is evident in the product they are developing. We thought other systems were fast at extracting the data but Briefcase is not only fast, it's intelligent too! With new features being added regularly, it assists bookkeepers and accountants service their clients needs in a timely and compliant manner.” ![Matthew Cowell](https://briefcase.so/marketing/testimonials/avatars/matthew-cowell.jpg) Matthew CowellBookkeeper, Daly Accounting ## Try Briefcase for free today Join hundreds of accounting practices across the UK saving hours every week. [Start free trial](https://app.briefcase.so/sign-up) Trusted by leading practices ![Price Bailey](https://briefcase.so/marketing/testimonials/logos/price-bailey.png)![Smooth](https://briefcase.so/marketing/testimonials/logos/smoothaccounting.png)![Armstrong Watson](https://briefcase.so/marketing/testimonials/logos/armstrong-watson.png)![Wilson Partners](https://briefcase.so/marketing/testimonials/logos/wilson-partners.png)