# Briefcase

> AI-native accounting automation for UK accounting firms and businesses, from document capture through financial close.

Briefcase uses AI agents to capture financial documents, categorise transactions, handle VAT, reconcile accounts, produce working papers, and publish to accounting software.
Use the linked Markdown pages for the latest page-level detail.

## Product and decision pages

- [Meet your new ledger.](https://briefcase.so/index.md): AI accounting software for UK businesses. Briefcase captures your paperwork, reconciles your bank, handles VAT and Making Tax Digital, and keeps your books up to date.
- [Your Xero or QuickBooks, on Autopilot.](https://briefcase.so/connect.md): Briefcase Connect handles the bookkeeping from capture to close on Xero or QuickBooks: documents read and coded line by line, prepayments and accruals journalled each month, and working papers built as you go.
- [Your books, inside Claude and ChatGPT.](https://briefcase.so/mcp.md): Connect Claude, ChatGPT and other AI assistants to Briefcase. 50 tools to review, publish and report on your books, with your permissions.
- [Pricing that scales with you.](https://briefcase.so/pricing.md): One price, every feature. Plans sized by the invoices and receipts processed and bank transactions reconciled each quarter. Unlimited users. 14-day free trial.

## Customer stories

- [Trusted by 3,000+ UK accountants.](https://briefcase.so/customers.md): How UK accounting firms cut bookkeeping time by up to 70%, hit 97% field-level automation, and replaced Dext with Briefcase's AI agents. Read the full case studies.
- [How Connolly replaced Dext and outsourcing with AI agents](https://briefcase.so/customers/connolly.md): How Connolly eliminated outsourcing, achieved 65% autopublish rate, and 4x faster job completion by switching from Dext to Briefcase AI.
- [How Wilson Partners uses Briefcase to stay ahead of the game](https://briefcase.so/customers/wilson-partners.md): Wilson Partners replaced Dext and other legacy tools with Briefcase's AI agents — hitting 97% field-level automation and tripling bookkeeping throughput. Full case study with numbers.

## Tools

- [Calculators we actually use in the product.](https://briefcase.so/tools.md): Free calculators for UK accountants and businesses. Work out mileage claims and CIS deductions with the tools used in Briefcase, with no signup required.
- [CIS deduction calculator](https://briefcase.so/tools/cis-deduction-calculator.md): Calculate a CIS deduction on labour after materials, plant hire and VAT. Download a payment and deduction statement. No signup.
- [HMRC mileage claim calculator 2026/27](https://briefcase.so/tools/hmrc-mileage-claim-calculator.md): Free HMRC mileage calculator for 2026/27, 2025/26 and 2024/25. Use current or previous car mileage rates and download a PDF claim summary. No signup.

## Help centre

- [Intro to Briefcase Deck](https://briefcase.so/articles/about-briefcase.md): Intro to Briefcase Deck. Below is a shareable overview deck you can use with your team and clients. It explains what Briefcase is, what it does, and how it.
- [Auto-forward your whole inbox: automatic transaction detection and junk filtering](https://briefcase.so/articles/automatic-transaction-detection-and-junk-filtering.md): Auto-forward your whole inbox: automatic transaction detection and junk filtering. Every email sent to your unique Briefcase address goes through automatic.
- [Billing, licenses and auto-upgrade explained](https://briefcase.so/articles/billing-licenses-and-auto-upgrade-explained.md): Billing, licenses and auto-upgrade explained. This guide explains how Briefcase billing works: licenses and plans, what counts towards your quarterly.
- [Briefcase Infosec](https://briefcase.so/articles/briefcase-data-security.md): Briefcase Infosec. Last updated: 13 October 2026 Security and data protection are foundational to Briefcase. We work closely with leading UK accounting firms.
- [Briefcase Webinars: Working Papers & New Era of Ledger](https://briefcase.so/articles/briefcase-webinars-working-papers-new-era-of-ledger.md): Briefcase Webinars: Working Papers & New Era of Ledger. Watch the webinars Briefcase has run with our partners below: 1. Webinar on Working Papers: Watch.
- [Can I export transactions from Briefcase?](https://briefcase.so/articles/can-i-export-transactions-from-briefcase.md): Can I export transactions from Briefcase?. You can download the original documents, but you can't currently export the extracted transaction data (supplier,.
- [5 Reasons to Switch to Briefcase](https://briefcase.so/articles/copy-of-5-reasons-to-switch-to-briefcase.md): 5 Reasons to Switch to Briefcase. Briefcase helps you capture and organise invoices and receipts more effectively, so you (and your accountant) can make.
- [Do clients need a Briefcase account to send documents?](https://briefcase.so/articles/do-clients-need-a-briefcase-account-to-send-documents.md): Do clients need a Briefcase account to send documents?. Email: no. Clients can forward documents to their Briefcase email address without an account. WhatsApp:.
- [Email draft - Informing clients about switching to Briefcase](https://briefcase.so/articles/draft-email-for-client-communication.md): Email draft - Informing clients about switching to Briefcase. Below is an email template you can copy and customise to share with your clients to let them know.
- [Email draft - Informing team members about transitioning to Briefcase](https://briefcase.so/articles/draft-email-for-team-communication.md): Email draft - Informing team members about transitioning to Briefcase. Below is an email template you can copy and customise to share with your team to let.
- [Email draft - Informing clients about trialling Briefcase](https://briefcase.so/articles/email-draft-informing-clients-about-trialling-briefcase.md): Email draft - Informing clients about trialling Briefcase. Below is an email template you can copy and customise to share with your clients to let them know.
- [Email Upload](https://briefcase.so/articles/email-upload.md): Email Upload. When you connect a client to Briefcase, a unique Briefcase email address is automatically generated. You can find it by opening the client.
- [Getting Started with Briefcase](https://briefcase.so/articles/getting-started-with-briefcase.md): Getting Started with Briefcase. Briefcase makes it easy to capture and share invoices and receipts with your accountant. 3 Simple Steps to Get Started 1. Sign.
- [Getting started with Briefcase (One-Pager)](https://briefcase.so/articles/getting-started-with-briefcase-one-pager.md): Getting started with Briefcase (One-Pager). Below you will find a short one-pager covering how to get set up with your Briefcase account: 🔗 Web Link: Getting.
- [How Briefcase protects your information](https://briefcase.so/articles/how-briefcase-protects-your-information.md): How Briefcase protects your information. Providing enterprise-grade data protection is core to our mission at Briefcase 💼 When your accountant uses.
- [How can I bulk upload accrued expenses to Briefcase?](https://briefcase.so/articles/how-can-i-bulk-upload-accrued-expenses-to-briefcase.md): How can I bulk upload accrued expenses to Briefcase?. How can I bulk upload accrued expenses to Briefcase? This guide covers how to bulk import accrued.
- [How can I bulk upload assets to Briefcase?](https://briefcase.so/articles/how-can-i-bulk-upload-assets-to-briefcase.md): How can I bulk upload assets to Briefcase?. This guide covers how you can bulk import assets via a CSV into Briefcase in order to take advantage of automated.
- [How can I bulk upload deferred income to Briefcase?](https://briefcase.so/articles/how-can-i-bulk-upload-deferred-income-to-briefcase.md): How can I bulk upload deferred income to Briefcase?. This guide covers how you can bulk import deferred income via a CSV into Briefcase in order to take.
- [How can I bulk upload prepayments to Briefcase?](https://briefcase.so/articles/how-can-i-bulk-upload-prepayments-to-briefcase.md): How can I bulk upload prepayments to Briefcase?. This guide covers how you can bulk import prepayments via a CSV into Briefcase in order to take advantage of.
- [How do I add additional documents to an invoice?](https://briefcase.so/articles/how-do-i-add-additional-documents-to-an-invoice.md): How do I add additional documents to an invoice?. If you wish to add additional documents to an invoice to have them be published to Xero or Quickbooks.
- [Can I invite users as a client of an accounting firm?](https://briefcase.so/articles/how-do-i-add-additional-users-to-my-briefcase-account.md): Can I invite users as a client of an accounting firm?. For clients using Briefcase through an accounting firm. Learn who can add users and how to request.
- [How do I bulk edit fields?](https://briefcase.so/articles/how-do-i-bulk-edit-fields.md): How do I bulk edit fields?. To bulk edit a number of invoices or receipts, navigate to the inbox view page and simply select the transactions you want the edit.
- [How do I connect Claude or ChatGPT to Briefcase?](https://briefcase.so/articles/how-do-i-connect-claude-or-chatgpt-to-briefcase.md): How do I connect Claude or ChatGPT to Briefcase?. Connect Claude, ChatGPT or another assistant to Briefcase, then ask your books anything: who owes you money,.
- [How do I correct a prepayment schedule after journals have posted?](https://briefcase.so/articles/how-do-i-correct-a-prepayment-schedule-after-journals-have-posted.md): How do I correct a prepayment schedule after journals have posted?. Once a schedule has started posting, you can't change the dates of periods that have.
- [How do I create new ledger codes in Briefcase?](https://briefcase.so/articles/how-do-i-create-new-ledger-codes-in-briefcase.md): How do I create new ledger codes in Briefcase?. With Briefcase, you can create new accounts directly within the platform. Once added, the account is.
- [How do I export a working paper?](https://briefcase.so/articles/how-do-i-export-a-working-paper.md): How do I export a working paper?. You can export a working paper once it has been closed. Open the closed working paper and click Export in the.
- [How to add users to Briefcase: invite team members and clients](https://briefcase.so/articles/how-do-i-invite-new-users-to-briefcase.md): How to add users to Briefcase: invite team members and clients. Add team members and clients from Settings → Organisation → Team. Choose Invite team member or.
- [How do I manage user permissions in Briefcase?](https://briefcase.so/articles/how-do-i-manage-user-permissions-in-briefcase.md): How do I manage user permissions in Briefcase?. Permissions control what someone can do in Briefcase. Client access controls which client accounts they can.
- [How do I merge multiple invoices together that I don't want to have split?](https://briefcase.so/articles/how-do-i-merge-multiple-invoices-together-that-i-don-t-want-to-have-split.md): How do I merge multiple invoices together that I don't want to have split?. Briefcase should detect multi-page invoices and split them correctly, archiving the.
- [How do I migrate to Briefcase Ledger?](https://briefcase.so/articles/how-do-i-migrate-to-briefcase-ledger.md): How do I migrate to Briefcase Ledger?. Moving a limited company to Briefcase Ledger from QuickBooks, Sage, Xero, FreeAgent or a spreadsheet? Import its trial.
- [How do I move an invoice between the costs and sales inboxes?](https://briefcase.so/articles/how-do-i-move-an-invoice-between-costs-and-sales.md): How do I move an invoice between the costs and sales inboxes?. You can switch a misclassified invoice from Costs to Sales (or vice versa) in a couple of.
- [How do I permanently delete a document?](https://briefcase.so/articles/how-do-i-permanently-delete-a-document.md): How do I permanently delete a document?. Within Briefcase, you can archive any document. These will always remain searchable within the Archive section. If.
- [How do I submit a mileage claim (via Web or WhatsApp)?](https://briefcase.so/articles/how-do-i-submit-a-mileage-claim-by-whatsapp.md): How do I submit a mileage claim (via Web or WhatsApp)?. You can add and track employee mileage claims directly in Briefcase, so business journeys are captured.
- [How do I sync Briefcase with Xero or QuickBooks?](https://briefcase.so/articles/how-do-i-sync-briefcase-with-xero-or-quickbooks.md): How do I sync Briefcase with Xero or QuickBooks?. Briefcase syncs with Xero and QuickBooks automatically every night. To sync straight away, go to the.
- [How do I track usage & automation rate in Briefcase?](https://briefcase.so/articles/how-do-i-track-usage-automation-rate-in-briefcase.md): How do I track usage & automation rate in Briefcase?. The Usage page gives you a firm-wide view of what Briefcase is doing across all your clients: how many.
- [How do I update transactions after they have been published?](https://briefcase.so/articles/how-do-i-update-transactions-after-they-have-been-published.md): How do I update transactions after they have been published?. Updating published invoices in Briefcase is simple: open, modify, and hit update. Now, we’ve.
- [Web Upload](https://briefcase.so/articles/how-do-i-upload-documents-to-briefcase.md): Web Upload. You can easily upload a range of documents directly into the Briefcase platform. Simply select "Upload Documents" Then drag files into the upload.
- [How do I upload images using OneDrive and Power Automate?](https://briefcase.so/articles/how-do-i-upload-images-using-onedrive-and-power-automate.md): How do I upload images using OneDrive and Power Automate?. If you take a lot of photos of receipts and invoices, uploading them through OneDrive is a great.
- [How to upload multiple pictures to Briefcase via WhatsApp](https://briefcase.so/articles/how-do-i-upload-multiple-pictures-in-one-go-on-whatsapp.md): How to upload multiple pictures to Briefcase via WhatsApp. Send several receipts or invoices to Briefcase at once using WhatsApp. You can add as many pictures.
- [How does Briefcase AI learn & how our AI Autopilot works in Bookkeeping?​](https://briefcase.so/articles/how-does-ai-autopilot-work-in-bookkeeping.md): How does Briefcase AI learn & how our AI Autopilot works in Bookkeeping?​. Unlike traditional OCR capture tools, Briefcase has no supplier rules to set up and.
- [How does Briefcase automate VAT compliance?](https://briefcase.so/articles/how-does-briefcase-automate-vat-compliance.md): How does Briefcase automate VAT compliance?. Briefcase AI is trained on every single VAT legislations in the UK. Briefcase works out the correct VAT treatment.
- [How does Briefcase populate the due date?](https://briefcase.so/articles/how-does-briefcase-decide-a-due-date.md): How does Briefcase populate the due date?. Briefcase scans every document for an explicit mention of an invoice due date. Our AI is trained to interpret.
- [How does Briefcase detect duplicate invoices?](https://briefcase.so/articles/how-does-briefcase-detect-duplicate-invoices.md): How does Briefcase detect duplicate invoices?. Briefcase checks every new document against the documents already in Briefcase for the same client. It compares.
- [How does Briefcase extract Purchase Order numbers?](https://briefcase.so/articles/how-does-briefcase-extract-purchase-order-numbers.md): How does Briefcase extract Purchase Order numbers?. Briefcase can detect and extract Purchase Order (PO) numbers directly from invoices when they are.
- [How does Briefcase handle Accrued Expenses?](https://briefcase.so/articles/how-does-briefcase-handle-accrued-expenses.md): How does Briefcase handle Accrued Expenses?. How does Briefcase handle Accrued Expenses? This guide explains how Briefcase detects recurring expenses, suggests.
- [How does Briefcase handle CIS invoices?](https://briefcase.so/articles/how-does-briefcase-handle-cis-invoices.md): How does Briefcase handle CIS invoices?. Briefcase can automatically detect and process Construction Industry Scheme (CIS) invoices so you don't have to split.
- [How does Briefcase handle Deferred Income?](https://briefcase.so/articles/how-does-briefcase-handle-deferred-income.md): How does Briefcase handle Deferred Income?. This guide covers how AI agent detects deferred income from your sales invoices, drafts deferred income schedules,.
- [How do I manage expense claims in Briefcase?](https://briefcase.so/articles/how-does-briefcase-handle-expense-claims.md): How do I manage expense claims in Briefcase?. You can create expense claims in two ways: automatically, by adding a note like “expense” when you upload a.
- [How does Briefcase handle fixed assets & depreciation?](https://briefcase.so/articles/how-does-briefcase-handle-fixed-assets-depreciation.md): How does Briefcase handle fixed assets & depreciation? . This guide covers how AI agents detect fixed assets, drafts depreciation schedules and posts monthly.
- [How does Briefcase handle multi-line invoices?](https://briefcase.so/articles/how-does-briefcase-handle-multi-line-invoices.md): How does Briefcase handle multi-line invoices?. Briefcase can extract multi-invoices up to 20 lines. To convert an invoice to multi-line (or back to single.
- [How does Briefcase handle one-off prepayments?](https://briefcase.so/articles/how-does-briefcase-handle-one-off-prepayments.md): How does Briefcase handle one-off prepayments?. Briefcase automatically detects one-off prepayments such as purchased flight tickets, accommodation or event.
- [How does Briefcase handle prepayments?](https://briefcase.so/articles/how-does-briefcase-handle-prepayments.md): How does Briefcase handle prepayments?. This guide covers how AI agent detects prepayments, drafts prepayment schedules, and posts recurring journal.
- [How does Briefcase handle tracking categories / classes?](https://briefcase.so/articles/how-does-briefcase-handle-tracking-categories-classes.md): How does Briefcase handle tracking categories / classes?. Briefcase supports both tracking categories (Xero) and classes (QuickBooks) based on their set up in.
- [How to connect bank account to Briefcase Ledger (MTD ITSA)](https://briefcase.so/articles/how-to-connect-bank-account-to-briefcase-one.md): How to connect bank account to Briefcase Ledger (MTD ITSA). There are 2 ways to turn your transactions into a live bank feed in Briefcase Ledger: (1) Directly.
- [How to get started with Briefcase as a client](https://briefcase.so/articles/how-to-get-started-with-briefcase-as-a-client.md): How to get started with Briefcase as a client. This guide covers how to setup your Briefcase account from when your accountant invites you to having full.
- [How to get started with Briefcase as an accountant](https://briefcase.so/articles/how-to-get-started-with-briefcase-as-an-accountant.md): How to get started with Briefcase as an accountant. This guide covers how to set up your practice on Briefcase — from first login to inviting your team and.
- [How to get started with Briefcase Ledger as a client](https://briefcase.so/articles/how-to-get-started-with-briefcase-one-as-a-client.md): How to get started with Briefcase Ledger as a client. This guide covers how to setup your Briefcase Ledger account from when your accountant invites you to.
- [How do I manage two-factor authentication (2FA) in Briefcase?](https://briefcase.so/articles/how-to-manage-two-factor-authentication-2fa-in-briefcase.md): How do I manage two-factor authentication (2FA) in Briefcase?. 2FA is mandated across all Briefcase accounts in order to maintain an extra layer of security.
- [How to request paperwork on Briefcase Ledger?](https://briefcase.so/articles/how-to-request-paperworks-on-briefcase-ledger.md): How to request paperwork on Briefcase Ledger?. When you're doing the books in Briefcase Ledger, you'll often hit a bank transaction with no invoice attached,.
- [How to toggle between light / dark mode?](https://briefcase.so/articles/how-to-toggle-between-light-dark-mode.md): How to toggle between light / dark mode?. You can select whether your platform colour scheme is in light or dark mode, by selecting the moon or sun icon on the.
- [How to use ApprovalMax with Briefcase?](https://briefcase.so/articles/how-to-use-approvalmax-with-briefcase.md): How to use ApprovalMax with Briefcase?. Xero Connect ApprovalMax to the Xero account, then publish all invoices from Briefcase to Awaiting Approval in.
- [Briefcase Connect - Overview](https://briefcase.so/articles/introduction.md): Briefcase Connect - Overview. Briefcase is the first AI Autopilot built for accountants and bookkeepers. Upload client documents (invoices, receipts, credit.
- [Working Papers - Introduction](https://briefcase.so/articles/introduction-to-briefcase-working-papers.md): Working Papers - Introduction. This guides covers an introduction to Working Papers in Briefcase. Working Papers helps you automate parts of your closes for.
- [Partner badges](https://briefcase.so/articles/partner-badges.md): Partner badges. Show clients you're a Briefcase partner. Every accounting firm with partner pricing can download a badge for its partner level, Bronze, Silver,.
- [Sales Invoices - Address and payment details](https://briefcase.so/articles/sales-invoices-address-and-payment-details.md): Sales Invoices - Address and payment details. Before you raise your first invoice, set the details every invoice prints: who it is from and how your customer.
- [Sales Invoices - Branding](https://briefcase.so/articles/sales-invoices-branding.md): Sales Invoices - Branding. Make your invoices and invoice emails look like they come from your business. Open Business settings → Invoicing and scroll to.
- [Sales Invoices - Raising an invoice](https://briefcase.so/articles/sales-invoices-raising-an-invoice.md): Sales Invoices - Raising an invoice. Raise sales invoices from Sales in the sidebar of a Briefcase Ledger business. You need the Ledger Post.
- [Sales Invoices - Recurring invoices](https://briefcase.so/articles/sales-invoices-recurring-invoices.md): Sales Invoices - Recurring invoices. Bill the same customer on a schedule, such as a monthly retainer, rent or an annual support plan. Set it up once and.
- [Setting up Briefcase on mobile](https://briefcase.so/articles/setting-up-briefcase-on-mobile.md): Setting up Briefcase on mobile. This guide will show you how to save Briefcase as a bookmark on your mobile phone. iOS To start, visit app.briefcase.so in.
- [Setting up Email Auto Forwarding (Gmail)](https://briefcase.so/articles/setting-up-email-auto-forwarding-gmail.md): Setting up Email Auto Forwarding (Gmail). Auto-forwarding sends your client's emails to Briefcase automatically. Briefcase picks out the individual.
- [Setting up Email Auto Forwarding (Outlook/Microsoft)](https://briefcase.so/articles/setting-up-email-auto-forwarding-outlook-microsoft.md): Setting up Email Auto Forwarding (Outlook/Microsoft). Auto-forwarding sends your client's emails to Briefcase automatically. Briefcase picks out the individual.
- [Setting up your business for MTD ITSA as a business owner](https://briefcase.so/articles/setting-up-your-business-for-mtd-itsa.md): Setting up your business for MTD ITSA as a business owner. Connect your HMRC Making Tax Digital for Income Tax Self Assessment (MTD ITSA) data to Briefcase.
- [Setting up your client for MTD ITSA](https://briefcase.so/articles/setting-up-your-client-for-mtd-itsa.md): Setting up your client for MTD ITSA. Connect a client's HMRC Making Tax Digital for Income Tax Self Assessment (MTD ITSA) data to Briefcase Ledger to sync.
- [Supplier statement reconciliation](https://briefcase.so/articles/supplier-statement-reconciliation.md): Supplier statement reconciliation. Briefcase automatically reconciles supplier statements with your transactions, helping you verify that your records match.
- [What is Briefcase? (Demo video)](https://briefcase.so/articles/what-is-briefcase-demo-video.md): What is Briefcase? (Demo video). Briefcase is AI-native accounting software for accountants, bookkeepers and their clients. It comes as two products, with the.
- [What is Briefcase Ledger? (Demo video)](https://briefcase.so/articles/what-is-briefcase-ledger-demo-video.md): What is Briefcase Ledger? (Demo video). Briefcase Ledger is our AI-native ledger: full double-entry accounting that replaces your existing ledger software and.
- [What types of documents can I upload to Briefcase?](https://briefcase.so/articles/what-types-of-documents-can-i-upload-to-briefcase.md): What types of documents can I upload to Briefcase?. Briefcase processes a range bookkeeping documents in common file formats. From your single upload point,.
- [What user types exist within Briefcase?](https://briefcase.so/articles/what-user-types-exist-within-briefcase.md): What user types exist within Briefcase?. Briefcase offers granular control over who can access what within your organisation. This ensures that your sensitive.
- [How to upload receipts and invoices to Briefcase via WhatsApp](https://briefcase.so/articles/whatsapp-upload.md): How to upload receipts and invoices to Briefcase via WhatsApp. Briefcase makes it easy to upload receipts, invoices, and other documents directly from your.
- [Why should I switch to Briefcase Ledger?](https://briefcase.so/articles/why-should-i-switch-to-briefcase-one.md): Why should I switch to Briefcase Ledger?. Making Tax Digital (MTD) is coming — and it's not optional (sadly). From 6 April 2026, sole traders and landlords.
- [Working Papers - Balance Sheet Reconciliation](https://briefcase.so/articles/working-papers-balance-sheet-reconciliation.md): Working Papers - Balance Sheet Reconciliation. This section involves reconciling the rest of the balance sheet accounts. At this point, you should already see.
- [Working Papers - Clearing the Bank](https://briefcase.so/articles/working-papers-bank-reconciliation.md): Working Papers - Clearing the Bank. Note that clearing the bank is only applicable for Briefcase Ledger working papers. This step is NOT included in Working.
- [Working Papers - Creditors & Debtors Review](https://briefcase.so/articles/working-papers-creditors-debtors-review.md): Working Papers - Creditors & Debtors Review. Briefcase Working Paperes has a unique module for reviewing and reconciling Accounts Payable (AP) and Accounts.
- [Working Papers - Fixed Assets Review](https://briefcase.so/articles/working-papers-fixed-assets-review.md): Working Papers - Fixed Assets Review. This section uses Briefcase's Fixed Assets module to automatically reconcile all fixed asset balance sheet accounts. If.
- [Working Papers - Getting Started](https://briefcase.so/articles/working-papers-getting-started.md): Working Papers - Getting Started. This guide will go over how to get started with Briefcase Working Papers. Permissions The first step to get started with.
- [Working Papers - Posting Invoices & Adjustments](https://briefcase.so/articles/working-papers-posting-invoices-adjustments.md): Working Papers - Posting Invoices & Adjustments. Post pending invoices In order to ensure that there is no missing data for the working paper period, Briefcase.
- [Working Papers - Review & Close](https://briefcase.so/articles/working-papers-review-close.md): Working Papers - Review & Close. Closing the working paper Once you have cleared the bank (Briefcase Ledger only), posted all pending invoices & adjustments.
- [How can we help?](https://briefcase.so/help.md): Guides and answers for using Briefcase — uploading documents, bank feeds, VAT, publishing, and more.
- [Bookkeeping](https://briefcase.so/help/collections/bookkeeping.md): Learn how bookkeeping works in Briefcase, from AI Autopilot and invoice processing to ledger codes, bulk edits, expense claims and supplier reconciliation.
- [Client Resources](https://briefcase.so/help/collections/client_resources.md): Helpful materials accounting firms can share with their clients
- [Expense Claims](https://briefcase.so/help/collections/expense_claims.md): Guides and answers about Expense Claims in Briefcase.
- [Financial Close](https://briefcase.so/help/collections/finance_close.md): Explore financial close guides for Briefcase, covering working papers, prepayments, fixed assets, depreciation, deferred income and accrued expense workflows.
- [Getting started - Client](https://briefcase.so/help/collections/getting_started_as_a_business.md): Get started with Briefcase as a client of an accounting firm. Find account setup guides for Briefcase and Briefcase Ledger, plus help with adding other users.
- [Getting started - Accounting firm](https://briefcase.so/help/collections/getting_started_as_an_accounting_firm.md): Get started with Briefcase as an accounting or bookkeeping firm. Follow our setup guide to create your account and start using Briefcase with your clients.
- [Introduction & Demo](https://briefcase.so/help/collections/introduction_demo.md): New to Briefcase? Watch demos and explore product overviews for Briefcase Connect and Briefcase Ledger, with webinars on working papers and the ledger.
- [Briefcase Ledger (MTD)](https://briefcase.so/help/collections/mtd.md): Get Briefcase Ledger help for Making Tax Digital for Income Tax. Set up businesses and clients, connect bank accounts and learn how to request paperwork.
- [Practice Resources](https://briefcase.so/help/collections/practice_resources.md): Helpful materials accounting firms can use internally
- [Sales Invoices](https://briefcase.so/help/collections/sales-invoices.md): How to raise, brand and repeat sales invoices in Briefcase Ledger
- [Tips & Tricks](https://briefcase.so/help/collections/tips_tricks.md): Find practical tips for using Briefcase, including how to switch between light and dark mode and how to use ApprovalMax alongside your bookkeeping workflow.
- [Uploading documents](https://briefcase.so/help/collections/uploading_documents.md): Find guides to uploading invoices and receipts to Briefcase by web, email or WhatsApp, plus help with multi-page documents, attachments and document management.
- [Users & Permissions](https://briefcase.so/help/collections/users_permissions.md): Learn how to manage access to Briefcase. Find guides to inviting team members and clients, choosing user permissions and managing two-factor authentication.
- [VAT](https://briefcase.so/help/collections/vat.md): Guides and answers about VAT in Briefcase.
- [Working Papers](https://briefcase.so/help/collections/working-papers.md): How Briefcase can automate working papers

## Blog

- [Blog](https://briefcase.so/blog.md): Expert insights on AI-powered bookkeeping, OCR alternatives, VAT automation, and building AI agents for accounting. From the Briefcase engineering team.
- [AI Agents for Accounting: How They Work and Why They Matter in 2026](https://briefcase.so/blog/ai-agents-accounting-how-they-work.md): What are AI agents in accounting? A practical guide for UK accounting firms covering how AI agents differ from traditional automation, what they can do today, and how to evaluate them.
- [AI Bookkeeping vs OCR: Which Is Best for UK Firms?](https://briefcase.so/blog/ai-bookkeeping-vs-ocr-accounting-firms.md): Compare AI bookkeeping with OCR software for invoice capture, VAT extraction and automation. See which approach best fits UK accounting firms.
- [AI Working Papers Software for UK Accountants (2026)](https://briefcase.so/blog/ai-working-papers-software-uk-accountants.md): Compare AI working papers software for UK accountants, including Briefcase, Silverfin and Papercare. See automation, integrations, strengths and trade-offs.
- [How to Automate Invoice Processing for Accounting Firms in 2026](https://briefcase.so/blog/automate-invoice-processing-accounting-firms.md): A practical guide to automating invoice processing in your accounting practice. Compare OCR, AI agents, and rule-based tools. Cut processing time by 80%.
- [Best accounting software for UK small businesses (2026)](https://briefcase.so/blog/best-accounting-software-small-business-uk.md): Compare six accounting tools for UK small businesses, including Briefcase Ledger, Xero and QuickBooks, on regular prices, features and bookkeeping work.
- [Top 6 AI bookkeeping software tools for UK accountants (2026)](https://briefcase.so/blog/best-ai-bookkeeping-software-uk-accountants.md): Compare bookkeeping tools for UK practices, including Briefcase, Dext and AutoEntry, plus capture and automation already available in Xero and QuickBooks.
- [OCR vs AI Bookkeeping: What Actually Changes When You Switch](https://briefcase.so/blog/beyond-ocr-how-ai-is-transforming-bookkeeping.md): OCR reads text from invoices. AI does the bookkeeping. Real examples of how AI handles VAT, categorisation, and prepayments that OCR tools miss entirely.
- [Bookkeeping Automation Software: What UK Accounting Firms Need in 2026](https://briefcase.so/blog/bookkeeping-automation-software-uk-accounting-firms.md): A practical guide to bookkeeping automation software for UK accounting firms. Covers what automation really means in 2026, how to evaluate tools, and what the best platforms actually do.
- [Briefcase vs Silverfin: AI Working Papers Software Compared (2026)](https://briefcase.so/blog/briefcase-vs-silverfin-ai-working-papers.md): A side-by-side comparison of Briefcase and Silverfin for UK accounting firms. We cover pricing, AI capabilities, integrations, and which approach works for which kind of practice.
- [Build for verification, not review](https://briefcase.so/blog/build-for-verification-not-review.md): How reinforcement learning with verifiable reward is reshaping AI, and why building for verifiability is the key to becoming a truly AI native company.
- [Building a Vertical AI Agent](https://briefcase.so/blog/building-a-vertical-ai-agent.md): How Briefcase constructs AI agents for the accounting industry, emphasizing predictability, consistency and accuracy.
- [Building autonomous evaluation pipelines for retrieval](https://briefcase.so/blog/building-autonomous-evaluation-pipelines-for-retrieval.md): Hand-labelling retrieval datasets doesn't scale. We built an LLM-powered labelling agent to evaluate retrieval quality automatically.
- [Building autopilot](https://briefcase.so/blog/building-autopilot.md): Probabilistic AI agents paired with deterministic formal verification create the perfect combination for high trust domains like finance and accounting.
- [Building Tax-Aware AI](https://briefcase.so/blog/building-tax-aware-ai.md): When an AI agent classifies a transaction's VAT treatment, it shouldn't be guessing—it should cite the exact HMRC guidance it relied on.
- [Top 5 Dext alternatives for UK accounting firms (2026)](https://briefcase.so/blog/dext-alternative-uk-accounting-firms.md): Compare five Dext alternatives for UK accounting firms on automation, pricing, pros and cons, plus the work involved in switching.
- [Everyone codes](https://briefcase.so/blog/everyone-codes.md): At Briefcase, we are product-obsessed. Every team member provides customer support, everyone contributes to our product roadmap, and everyone, including our commercial people, codes.
- [First MTD for ITSA Quarterly Submission: A Practical Guide for Sole Traders and Landlords](https://briefcase.so/blog/first-mtd-itsa-quarterly-submission-guide.md): The first MTD for ITSA quarterly submission deadline is 7 August 2026. A practical guide to what to file, how to prepare, and what tools you actually need.
- [How can you trust an AI to do your accounting?](https://briefcase.so/blog/how-can-you-trust-an-ai-to-do-your-accounting.md): LLMs are inherently probabilistic, so how can you trust them with deterministic accounting workflows? We cover self-reflection, explainability and auditability in AI.
- [How will multimodal AI transform the accounting industry?](https://briefcase.so/blog/how-will-multimodal-ai-transform-the-accounting-industry.md): Recent AI advancements have introduced Gemini 1.5 and GPT-4o, highlighting multimodal capabilities as the new standard in AI.
- [Interviewing at Briefcase](https://briefcase.so/blog/interviewing-at-briefcase.md): We hire only for individual contributor roles and evaluate a single criterion: is the person likely to raise the bar in at least one area? Here is what the engineering interview process looks like, start to finish.
- [Introducing AI Autopilot](https://briefcase.so/blog/introducing-ai-autopilot.md): Today, we're releasing our biggest feature yet: AI Autopilot. Autopilot evaluates uploaded transactions and determines whether they're safe to publish directly to ledgers.
- [Introducing Briefcase Ledger](https://briefcase.so/blog/introducing-briefcase-one.md): From 6 April 2026, 864,000 sole traders must file quarterly digital updates with HMRC. Today we're launching Briefcase Ledger: a standalone MTD platform with automated reconciliation, document capture and direct HMRC submission.
- [Introducing 'Contextual Learning' in the world of AI Accounting](https://briefcase.so/blog/introducing-contextual-learning-in-the-world-of-ai-accounting.md): Generative AI offers substantial efficiency improvements, yet foundational models lack specific business knowledge. Contextual Learning provides the solution.
- [Month-End Close Automation Software for UK Firms](https://briefcase.so/blog/month-end-close-automation-accounting-firms.md): Compare month-end close automation software for UK accounting firms, covering working papers, prepayments, fixed assets, bank reconciliation and VAT.
- [MTD for ITSA 2026: A Practical Guide to Software and Compliance for Accountants](https://briefcase.so/blog/mtd-for-itsa-2026-accounting-software-guide.md): MTD for ITSA is live from April 2026. Quarterly deadlines, compatible software options, penalty regime, and step-by-step preparation for UK accounting practices. Updated for 2026/27.
- [MTD is a labour problem, not a software problem](https://briefcase.so/blog/mtd-is-a-labour-problem.md): Less than one third of the sole traders and landlords required to comply with MTD have signed up so far. The problem is not a lack of software. We believe it is something much more foundational: who is going to do the work?
- [MTD for ITSA Penalties Explained: Points, Fines, and What Late Submission Actually Costs](https://briefcase.so/blog/mtd-itsa-penalties-late-submission-guide.md): A clear breakdown of the new MTD for ITSA penalty system. Worked examples showing how points accumulate, when fines kick in, and what late payment actually costs sole traders and landlords.
- [MTD for ITSA Software Compared: What Sole Traders and Landlords Actually Need in 2026](https://briefcase.so/blog/mtd-itsa-software-compared-sole-traders-landlords.md): An honest comparison of MTD for ITSA software for UK sole traders and landlords. We compare Xero, QuickBooks, FreeAgent, Sage, Hammock, and Briefcase Ledger on features, pricing, and what each does well.
- [Our culture](https://briefcase.so/blog/our-culture.md): A company is just a group of people. Briefcase is a group of people that are naive enough to think we will change the world.
- [Introducing Briefcase Ledger](https://briefcase.so/blog/uks-first-general-ledger-built-for-ai.md): Briefcase Ledger is the AI-native, full-stack accounting platform that captures the paperwork, closes the books, and files the returns.
- [What is an 'AI Agent' and what does it mean for accountants?](https://briefcase.so/blog/what-is-an-ai-agent-and-what-does-it-mean-for-accountants.md): AI agents are advanced AI systems designed to interact with their environment autonomously. Unlike conversational AI, these systems operate through integrated infrastructure.
- [Why build what you can buy?](https://briefcase.so/blog/why-build-what-you-can-buy.md): Most startups avoid spending engineering cycles on internal tools. Meanwhile, we built an internal LLM Observability platform. Here's why.
- [Top 5 Xero alternatives for UK SMEs (2026)](https://briefcase.so/blog/xero-alternatives-uk.md): Compare five Xero alternatives for UK SMEs on pricing, bookkeeping automation, features and migration, including Briefcase Ledger and FreeAgent.

## Changelog

- [Product changelog](https://briefcase.so/changelog.md): Explore the Briefcase changelog for new features, product improvements and fixes. Read release notes to see what has changed and how to use the latest updates.
- [AI learning and updated dashboard](https://briefcase.so/changelog/2024-11-11.md): AI learns from published transactions to improve categorization, plus new dashboard features including favorites and pending counts.
- [Historical learning, updated description extraction, and fixed assets threshold](https://briefcase.so/changelog/2024-11-18.md): AI now learns from past transactions, descriptions include service dates, and fixed asset threshold prevents misclassification.
- [New account code creation and two-way Xero sync](https://briefcase.so/changelog/2024-11-25.md): Create new account codes directly within Briefcase and enjoy bidirectional synchronization with Xero.
- [Processing emails without attachments](https://briefcase.so/changelog/2024-12-02.md): Briefcase now handles receipts and invoices arriving in email bodies rather than as file attachments.
- [Manage user permissions and invite clients](https://briefcase.so/changelog/2024-12-23.md): Manage user permissions with Admin and User roles, plus invite clients to access their own accounts.
- [Enhanced transaction detection and bulk publish](https://briefcase.so/changelog/2024-12-30.md): Enhanced email transaction detection with smarter filtering, plus unlimited bulk publishing capability.
- [Email verification, reset password and improved AI categorisation](https://briefcase.so/changelog/2025-01-13.md): New email verification workflow, forgot password functionality, and AI now considers business sector for categorisation.
- [Automated line items](https://briefcase.so/changelog/2025-01-27.md): Briefcase automatically splits invoices/receipts into multiple lines based on their VAT rate.
- [Invite clients via email](https://briefcase.so/changelog/2025-02-10.md): Send email invites to clients directly from Briefcase with their forwarding email address and upload link.
- [QuickBooks Online integration](https://briefcase.so/changelog/2025-02-17.md): Briefcase now fully supports QuickBooks Online with two-way sync, end-to-end invoice processing, and AI learning.
- [Adding expense claims and supplier VAT number verification](https://briefcase.so/changelog/2025-02-24.md): Generate expense claims directly from invoices and automatically verify supplier VAT numbers through HMRC.
- [Expense claims for QuickBooks and supplier VAT registration](https://briefcase.so/changelog/2025-03-03.md): Expense claim functionality now available for QuickBooks, plus supplier VAT number verification and automatic image rotation.
- [Adding WhatsApp support](https://briefcase.so/changelog/2025-03-17.md): Submit invoices and receipts directly to Briefcase via WhatsApp for streamlined document management.
- [Improved AI extraction pipeline](https://briefcase.so/changelog/2025-03-24.md): Faster processing times, smarter VAT-based line splitting, and improved transaction detection in emails.
- [Automated invoice splitting](https://briefcase.so/changelog/2025-03-31.md): Upload PDFs with multiple invoices and Briefcase automatically separates them into individual documents for independent processing.
- [Automated prepayments](https://briefcase.so/changelog/2025-04-22.md): Automatic prepayment detection and recognition scheduling. Upload invoices, review draft schedules, and publish for automatic journal posting.
- [AI learning trail and adjustable prepayment threshold](https://briefcase.so/changelog/2025-04-29.md): See exactly which historical transactions inform AI categorisation decisions, plus customise prepayment materiality thresholds.
- [Word and Excel document support](https://briefcase.so/changelog/2025-05-12.md): Upload Word and Excel documents directly into Briefcase for automatic PDF conversion and processing.
- [PO number extraction and fixed asset materiality threshold](https://briefcase.so/changelog/2025-05-19.md): Automatically extract PO numbers and append them to document references, plus set materiality thresholds for fixed assets.
- [Sorting, filtering, and extended PDF split](https://briefcase.so/changelog/2025-05-27.md): Sort and filter transactions, PDF splitting up to 50 pages, see who uploaded documents, and upgraded AI extraction.
- [Searchable dashboard and collapsible sidebar](https://briefcase.so/changelog/2025-06-02.md): Search and sort clients on your dashboard, plus collapse the sidebar for more screen space.
- [Improved categorisation, opening prepayment balances and cleaner UI](https://briefcase.so/changelog/2025-06-17.md): AI categorisation now uses weaker matches when strong ones are unavailable, migrate existing prepayments with opening balances, and a cleaner publish location UI.
- [Two-factor authentication and customisable dashboard](https://briefcase.so/changelog/2025-06-23.md): Add 2FA protection to your account and customise which columns appear on client dashboards.
- [Sales transactions and one-off prepayments](https://briefcase.so/changelog/2025-06-30.md): Briefcase now automatically detects and processes sales transactions.
- [Light mode and tracking categories for prepayments](https://briefcase.so/changelog/2025-07-07.md): Toggle between dark and light themes, plus assign tracking categories to prepayment schedules.
- [CIS Transactions](https://briefcase.so/changelog/2025-07-21.md): Briefcase now automatically processes Construction Industry Scheme (CIS) invoices.
- [Multi line splits and prepayments closing balance](https://briefcase.so/changelog/2025-08-04.md): Toggle between VAT summary and full line item views, plus see running balances for each prepayment.
- [Sales transactions for QuickBooks and keyboard shortcuts](https://briefcase.so/changelog/2025-08-11.md): QuickBooks sales transaction support, keyboard shortcuts, and multiple attachments per transaction.
- [AI Autopilot](https://briefcase.so/changelog/2025-08-26.md): Introducing AI Autopilot — automatically reviews and publishes transactions meeting three strict criteria.
- [Bank statement extraction and more](https://briefcase.so/changelog/2025-09-16.md): Automated bank statement detection and extraction, plus mark invoices as prepayments and email content visibility.
- [AI Autopilot Launch](https://briefcase.so/changelog/2025-09-22.md): AI autopilot is now turned on by default for all accounts.
- [Granular user permissions](https://briefcase.so/changelog/2025-09-29.md): Briefcase introduced a new permission system enabling precise control over team member and client access levels.
- [Prepayments for QuickBooks](https://briefcase.so/changelog/2025-10-06.md): Automated prepayment handling for QuickBooks Online users.
- [Supplier statement reconciliation and document merging](https://briefcase.so/changelog/2025-10-13.md): Automated reconciliation of supplier statements against transactions, plus the ability to merge related documents.
- [Release prepayment journals early and more](https://briefcase.so/changelog/2025-10-27.md): Release all prepayment journals at once, HEIC file support, and client upload URL deprecation notice.
- [Automated tracking categories / class](https://briefcase.so/changelog/2025-11-03.md): Briefcase now automatically assigns Xero tracking categories and QuickBooks classes using transaction details, historical patterns, and document content.
- [Recent uploads + usage dashboard + removed client upload URL](https://briefcase.so/changelog/2025-12-01.md): 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.
- [Full VAT legislation knowledge, Briefcase wrapped, flat rate scheme support](https://briefcase.so/changelog/2025-12-08.md): 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.
- [Deferred revenue automation](https://briefcase.so/changelog/2025-12-15.md): Briefcase has launched deferred revenue automation for Xero and QuickBooks clients, building on existing prepayments functionality to streamline financial close workflows.
- [Merge bank statements and more](https://briefcase.so/changelog/2025-12-22.md): Combine multiple bank statements into a single export file, audit transaction publishers, and improved foreign currency conversion.
- [Line item categorisation & grouping](https://briefcase.so/changelog/2026-01-05.md): Briefcase now categorizes cost invoices at the line-item level with intelligent grouping based on historical preferences.
- [Autopilot for sales transactions](https://briefcase.so/changelog/2026-01-12.md): Autopilot now learns sales transaction patterns and auto-publishes when document legibility, extraction completeness, and historical consistency checks all pass.
- [Enhanced WhatsApp upload flow](https://briefcase.so/changelog/2026-01-19.md): Review and edit WhatsApp submissions before finalising, merge pages into a single PDF, add notes, and switch organisations.
- [User context, fixed asset automation, and search improvements](https://briefcase.so/changelog/2026-02-02.md): Guide AI categorisation with custom notes via WhatsApp or email, automatic fixed asset detection with depreciation schedules, and document reference search.
- [Bulk import fixed assets + updated fixed assets tracker](https://briefcase.so/changelog/2026-02-09.md): Import existing assets via CSV, track depreciation automatically, and view grouped balances synced with your ledger.
- [Automated accrual expenses + fixed asset disposals](https://briefcase.so/changelog/2026-03-02.md): Briefcase now suggests month-end accruals for recurring expenses and lets you dispose of fixed assets directly.
- [Automatic expense claim processing](https://briefcase.so/changelog/2026-03-21.md): 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.
- [Introducing Briefcase One](https://briefcase.so/changelog/2026-03-30.md): 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.
- [HMRC quarterly submissions](https://briefcase.so/changelog/2026-04-07.md): Submit quarterly updates to HMRC directly from BriefcaseOne. Connect your HMRC account, review cumulative profit and loss, and file in a few clicks.
- [Bank feeds for BriefcaseOne](https://briefcase.so/changelog/2026-04-20.md): Connect a bank account to BriefcaseOne to automatically pull in transactions, extract merchants, predict the business, categorise, and reconcile or cash code on autopilot.
- [Publishing transactions to cash account in BriefcaseOne](https://briefcase.so/changelog/2026-05-05.md): Add a cash account to track cash payments and post invoices and receipts directly without reconciling against a bank transaction.
- [Bank statement duplicate detection and configurable posting destination](https://briefcase.so/changelog/2026-05-11.md): Automatically detect and archive duplicate bank statement uploads, and configure where unmatched receipts and invoices are posted in BriefcaseOne.
- [Reducing balance depreciation and VAT rate predictions for bank feed](https://briefcase.so/changelog/2026-05-18.md): Choose reducing balance depreciation for fixed assets, and let Briefcase predict and code VAT rates on BriefcaseOne bank transactions.
- [Partial ownership and landlord statement processing in Briefcase Ledger](https://briefcase.so/changelog/2026-05-26.md): Set ownership percentages per landlord with per-property reporting and HMRC splits, and process letting agent statements with separate sales and cost categorisation.
- [Introducing Working Papers](https://briefcase.so/changelog/2026-06-01.md): 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.
- [Bulk import prepayments](https://briefcase.so/changelog/2026-06-08.md): Import multiple prepayments at once by uploading a CSV. Briefcase validates every row, flags errors, and creates each prepayment ready for review.
- [Request paperwork in Briefcase Ledger](https://briefcase.so/changelog/2026-06-15.md): Request bank statements and invoices from clients, bulk import deferred income from a CSV, and restrict who can forward emails to Briefcase.
- [File VAT returns directly to HMRC](https://briefcase.so/changelog/2026-06-22.md): 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.
- [Export working papers and import fully amortised schedules](https://briefcase.so/changelog/2026-06-29.md): 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.
- [Added support for non-depreciable fixed assets](https://briefcase.so/changelog/2026-07-06.md): 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.
- [Mileage claims, prepayments and deferred income](https://briefcase.so/changelog/2026-07-13.md): 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.
- [Daily proration of prepayments / deferred income](https://briefcase.so/changelog/2026-07-20.md): Prorate prepayments and deferred income on a daily rather than monthly basis, with a business-wide default and per-item overrides.
- [Automated accrual expenses for Briefcase Ledger](https://briefcase.so/changelog/2026-07-27.md): Briefcase Ledger now suggests month-end accruals for recurring expenses, ready for you to review and post.
- [Aged reports in Briefcase Ledger](https://briefcase.so/changelog/2026-08-03.md): Aged creditors and aged debtors reports, an updated journal report, and a set of bank account improvements.
- [Raise sales invoices in Briefcase Ledger](https://briefcase.so/changelog/2026-08-10.md): 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.
- [AI memories and partial payments](https://briefcase.so/changelog/2026-08-17.md): Briefcase now learns your internal conventions automatically, and you can reconcile invoices that aren’t paid in one go.
- [Expense & mileage claims in Briefcase Ledger](https://briefcase.so/changelog/2026-09-01.md): Approve and reimburse employee expense and mileage claims directly in Briefcase Ledger, and bulk import accruals from a CSV.
- [Briefcase Ledger for businesses, Payments, and Briefcase in Claude and ChatGPT](https://briefcase.so/changelog/2026-10-05.md): 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.
- [Briefcase on your phone](https://briefcase.so/changelog/2026-10-12.md): Review and approve documents, snap receipts, sign off expense claims and payments, and check cash, profit and VAT - all from your phone.

## Glossary

- [Briefcase glossary](https://briefcase.so/glossary.md): Plain-English definitions of the AI accounting, bookkeeping, and Making Tax Digital terms UK accountants and business owners actually need to know.
- [What is an AI Accounting Agent?](https://briefcase.so/glossary/ai-accounting-agent.md): An AI accounting agent is an autonomous software agent that performs accounting tasks — capturing documents, coding transactions, reconciling banks, and producing working papers — with minimal human intervention. A clear definition and how they work in practice.
- [What is AI Bookkeeping?](https://briefcase.so/glossary/ai-bookkeeping.md): AI bookkeeping uses artificial intelligence to capture documents, classify transactions, handle VAT, and reconcile accounts automatically. A clear definition with practical examples.
- [What is MTD for ITSA?](https://briefcase.so/glossary/mtd-for-itsa.md): MTD for ITSA (Making Tax Digital for Income Tax Self Assessment) requires sole traders and landlords to keep digital records and file quarterly updates to HMRC. A clear definition and the deadlines that matter.

## Company and legal

- [The Briefcase brand.](https://briefcase.so/brand.md): The Briefcase brand: who we are, our logo, colours and typefaces, with downloadable assets.
- [Do the best work of your life.](https://briefcase.so/careers.md): Help build the place where businesses are created and run, starting with an AI-native ledger. We're hiring engineers and commercial talent in London.
- [Founding GTM](https://briefcase.so/careers/founding-gtm.md): Join Briefcase as a Founding GTM. London, Onsite.
- [Founding Product Engineer](https://briefcase.so/careers/founding-product-engineer.md): Join Briefcase as a Founding Product Engineer in London. Meet the team, see how we work and apply to help build the place where businesses are created and run.
- [Privacy Policy](https://briefcase.so/privacy-policy.md): Read the Briefcase privacy policy to understand how we collect, use, store and share personal data, your privacy rights and how to contact us with questions.
- [Earn a £100 gift card for yourself and up to 2 months free for your practice.](https://briefcase.so/referrals.md): Refer Briefcase to other accounting firms and earn a £100 gift card plus up to 2 months free subscription
- [Terms of Service](https://briefcase.so/terms-of-service.md): Read the terms and conditions for using Briefcase, including account responsibilities, subscriptions, payments and the rights and obligations of our customers.

## Full content

- [Complete generated site content](https://briefcase.so/llms-full.txt): All agent-readable pages in one file. Prefer the page-level Markdown links above when possible.