Every email sent to your unique Briefcase address goes through automatic transaction detection. Briefcase reviews each email and its attachments, processes anything that records a transaction, and automatically archives everything else.

Because junk is filtered out for you, you don't need to pick out individual invoices before forwarding. You can set an entire mailbox — for example a shared accounts@ or invoices@ inbox — to auto-forward everything to Briefcase, and we'll sort through it for you.

How it works

When an email arrives at your Briefcase address, our AI reviews each attachment and asks two questions:

1. Is it a document? This filters out images that aren't documents at all — company logos, email signature images, branding graphics, and blank pages that often come attached to emails.

2. Does it record a transaction? This checks whether the document is an invoice, receipt, credit note, expense claim, bank or supplier statement, or similar. Marketing emails, newsletters, payment reminders, and email threads that mention an invoice without actually containing one are filtered out.

Anything that passes both checks is processed as a transaction. Anything that doesn't is automatically moved to your Archive — nothing is deleted.

What gets processed

Documents that record a transaction, including:

• Invoices and pro-forma invoices

• Receipts

• Credit notes

• Expense claims

• Bank and supplier statements

• Order and travel confirmations

What gets archived automatically

• Marketing emails and newsletters

• Email signature images, logos, and other branding graphics

• Blank pages

• Payment reminders and emails that discuss an invoice without containing one

• Duplicates of documents already in Briefcase

How to set it up

1. Find your unique Briefcase email address in Business Settings on the left navigation bar (it looks like your.company.name.1234@briefcase.to).

2. In your email provider, create an auto-forwarding rule from the mailbox where invoices arrive to your Briefcase address. Step-by-step guides:

Setting up Email Auto Forwarding (Gmail)

Setting up Email Auto Forwarding (Outlook/Microsoft)

3. That's it. You can forward the whole mailbox — there's no need to set up filters that try to guess which emails contain invoices.

Reviewing archived items

Everything that's filtered out is kept in the Archive, which you can open from the left navigation bar within a client account. Each archived item shows why it was archived, and you can unarchive anything that should have been processed — it will then go through extraction as normal.

Restricting who can send documents

By default, your Briefcase address accepts email from any sender. If you'd like to lock it down, you can add Allowed senders in Business Settings — either full email addresses (person@acme.com) or whole domains (@acme.com). Once the list has at least one entry, emails from any other sender are rejected.

Good to know

• Up to 20 attachments are processed per email.

• Supported attachment types: PDFs, images, Word documents (.docx) and Excel spreadsheets (.xlsx). Word and Excel files are converted to PDF automatically.

• The original email content is attached to every transaction it produced, preserving context that may not appear on the invoice itself.