Email draft - Informing clients about trialling Briefcase

Last updated: October 8, 2025

Below is an email template you can copy and customise to share with your clients to let them know that you are planning to trial Briefcase as a new software for invoice capture.

Subject: We are trialling a new invoice capture software!

Dear [Client],

We are currently trialling a new data entry and bookkeeping automation platform that

will make it easier for you to share data with us and reduce the back-and-forth

required to ensure we have the right information.

Why Briefcase?

Briefcase is a market leader in AI-native bookkeeping. It uses multimodal AI to

capture invoices faster, categorise them more accurately, and ensure better VAT

compliance—making your experience smoother and more efficient than ever before.

How will this impact you?

With Briefcase, you can share information with us in a few ways:

  1. WhatsApp: Add Briefcase as a contact on your WhatsApp and simply send images of receipts and invoices directly to your client account.

  2. Email: Send emails directly to your client’s account or set up an “auto-forwarding” rule to send all emails into the system where it will intelligently archive non-transactional items and only show us unique invoices / receipts.

  3. Web Upload: Log into your Briefcase account and simply upload files directly to your account, in a range of formats (e.g. PDF, Word, Excel, JPEG)

What do you need to do?

If you are interested in giving this a try, just respond to this email and we will share

a sign-up link. Once you receive this, follow the instructions to get your account and

WhatsApp connection set up.

Then, simply start sending your invoices using Briefcase’s intelligent upload

methods.

Best regards,

[Your Name]