Low
£19a month
+ VAT
- Invoices and receipts
- 75 a quarter
- Bank transactions Ledger
- 300 a quarter
- Supplier payments
- 3 a quarter, then 25p each
Every feature. Unlimited users.
Start free trialPricing that scales with you.
Every feature on every plan. Pick the plan that fits your volume, or start low and auto-upgrade as you grow.
- 14-day free trial
- No credit card required
- Unlimited users
Plans
Medium
Most popular£39a month
+ VAT
- Invoices and receipts
- 250 a quarter
- Bank transactions Ledger
- 1,000 a quarter
- Supplier payments
- 3 a quarter, then 25p each
Every feature. Unlimited users.
Start free trialHigh
£79a month
+ VAT
- Invoices and receipts
- 750 a quarter
- Bank transactions Ledger
- 3,000 a quarter
- Supplier payments
- 3 a quarter, then 25p each
Every feature. Unlimited users.
Start free trialUltra
£119a month
+ VAT
- Invoices and receipts
- 1,500 a quarter
- Bank transactions Ledger
- 6,000 a quarter
- Supplier payments
- 3 a quarter, then 25p each
Every feature. Unlimited users.
Start free trialAccounting or bookkeeping practice?See partner discounts
How usage is counted
- Invoices and receipts
- Count once published to your books.
- Bank and supplier statements
- Count as two invoices, once exported or reconciled.
- Bank transactions
- Count once reconciled or posted. Briefcase Ledger only.
- Supplier payments
- Bills paid from Briefcase. Three a quarter included, then 25p each.
Everything, on every plan.
The only thing that changes between plans is volume. Every business gets the same AI, the same integrations and unlimited users.
Capture
- Email, WhatsApp and mobile capture
- Line-item extraction
- Bank and supplier statements
- Expense and mileage claims
- Duplicate detection
Automation
- AI Autopilot that learns your coding
- Bank feed reconciliation on Ledger
- Supplier and customer matching
- Multi-currency
- Approval workflows
Close and compliance
- Prepayments and accruals
- VAT returns and MTD filing
- Working papers
- Xero and QuickBooks two-way sync
- Full audit trail
Trusted by 3,000+ UK accountants.
Read customer stories“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 EvansAccounts & Outsourcing Director, Wilson Partners“We used to estimate that jobs took up to one minute per invoice. Yesterday I processed 60 invoices in 15mins using Briefcase.”
Bradley SmallManager, Connolly Accountants“95% of my prepayments were done before my nominal review which I loved, helping me concentrate only on accruals, deferred income & accrued income.”
Mahqool MohammadManagement Accountant, Finance Box
Questions.
How plans, limits and billing work. Anything else is in the help centre.
Visit the help centreWhat counts as an invoice or receipt?
Every invoice, receipt or credit note counts as one, and only once it is published to your books. Bank statements you upload count as two once they are exported, and supplier statements count as two once they are reconciled. Duplicates, rejected documents and anything still in review never count.
What counts as a bank transaction?
This limit applies to Briefcase Ledger only, where Briefcase is your bookkeeping system and connects directly to your bank. Every bank feed line counts once it is reconciled or posted to your books. Transfers, refunds and bank fees all count, because each one has to be matched or coded. Lines sitting on the feed unreconciled do not count. If your books live in Xero or QuickBooks, Briefcase does not process your bank feed and this limit does not apply.
How do supplier payments work?
You can pay supplier bills straight from Briefcase once they are approved. Every plan includes three payments a quarter, and each payment after that is 25p. Payments are not counted against your invoice or bank transaction limits.
Why are limits quarterly?
Most businesses have busy and quiet months. A quarterly allowance means a heavy month at quarter end does not push you over, and the limits line up with VAT periods.
What happens if I go over a limit?
Auto-upgrade is on by default. If you go more than 10% over either limit in a quarter, we move you to the next plan and let you know. You can switch auto-upgrade off in billing settings. If it is off and you reach a limit, billable actions such as publishing invoices and reconciling bank transactions pause until the next quarter starts, so you are never charged for more than the plan you chose.
Do unused limits roll over?
No. Limits reset at the start of each quarter. We set them quarterly rather than monthly so a busy month is absorbed by the quieter ones around it, which works out more generously than a monthly cap that resets before you can use it.
Am I locked into a contract?
No. Every plan is a monthly rolling subscription. Change plan or cancel at any time from billing settings, and the change applies from your next monthly bill.
I need more than Ultra ×8. What now?
Talk to us. Very high volume businesses usually have a specific setup, such as payment processor feeds or multiple entities, and we will price it properly rather than guess.
Are there per-user fees?
No. Every plan includes unlimited users. You pay for the volume of work Briefcase does, not the number of people who log in.
Is there a free trial?
Yes. Every new account starts with a 14-day free trial with access to every feature. No card required.
How is my data protected?
All data is hosted on European servers with AES-256 encryption at rest and TLS in transit. Our AI providers operate under zero data retention agreements, so your data is never stored by them or used for training.