Briefcase

Founded by Reuben Steenkamp & Jan Stehlik in 2024

An AI‑powered bookkeeping and accounting automation platform for accountants and bookkeeping firms.

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Cost

Demo, Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Briefcase for automating manual accounting tasks like extracting data from invoices and receipts, auto‑categorising transactions, assigning VAT, and pushing entries into systems like Xero or QuickBooks. It’s ideal when you want to streamline bookkeeping workflows, reduce repetitive work, and improve accuracy using AI learning from your existing ledger data.

What Briefcase does

Extract key fields from invoices and receiptsAuto‑categorise transactions based on historic dataAssign appropriate VAT rates automaticallySplit multi‑line invoices and detect duplicatesPush verified entries into accounting systems like Xero or QuickBooksTrack activity and audit heading closing workflowsAI that learns from your ledger history to auto‑categoriseAutomated VAT assignment based on HMRC rulesFast invoice splitting and duplicate detectionTwo‑way sync with Xero and QuickBooksAudit log visibility for month‑end closeContext‑aware categorisation across suppliers

Frequently asked

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What does Briefcase integrate with?−

XeroQuickBooksSage

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