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 them know about your choice to use Briefcase for invoice capture, bookkeeping, and financial close.

Subject: Exciting New Tool for Our Clients: Introducing Briefcase

Dear Team,

We’re excited to announce that we are rolling out Briefcase, our new platform for data entry and bookkeeping automation. As we continue to provide the best service to our clients, Briefcase will help us achieve faster, more accurate invoice capture, categorisation, and VAT compliance—allowing us to streamline workflows and reduce manual work across the board.

Why Briefcase?

• Speed and Accuracy: Briefcase uses AI to process invoices faster and more accurately than OCR, with line-level descriptions.

• AI Categorisation: Automatically categorises transactions to a client’s unique chart of accounts, no supplier rules needed.

• Improved VAT Compliance: Identifies and codes VAT transactions (e.g. reverse charge, zero-rated, 20%, etc.) based on HMRC legislation.

• Continuous Learning: Gets smarter the more you use it, adapting to client-specific data.

• Trustworthy AI: Transparent, auditable decisions with full explainability.

Next Steps:

We’d like you to sign up for Briefcase and start using it for your clients as soon as possible. Here’s the link to sign up: [Briefcase Sign-Up Link]

Helpful Resources:

• Briefcase Help Centre: This is the best place for everything you need to know about using Briefcase. It includes video tutorials, guides, FAQs, and more.

The sooner you get started, the sooner you’ll start seeing the benefits. If you have any questions or need help, just let me know.

Best,

[Your Name]