This guide covers how to set up your practice on Briefcase — from first login to inviting your team and clients, connecting ledgers, and uploading documents.

We recommend watching our demo video here first:📄 Introduction

What is Briefcase?

Briefcase is an AI-native bookkeeping platform that captures invoices and receipts, categorises to your client’s chart of accounts, and supports VAT compliance — integrated with Xero and QuickBooks.  Briefcase also automates prepayments as part of its financial close module.

How do I setup my firm?

1. You will receive an invite link to join your newly created organisation as an Admin.

2. To add a client entity, select "Add client" in the dashboard, followed by Xero or Quickbooks. You will then be diverted to your ledger and prompted to allow Briefcase access to that client.

3. To manage users and access, navigate to your Organisation Settings on the top right.

How do I upload documents?

Check out the guides on this page for information on what document types Briefcase supports and how to upload them.

How do I manage my team?

Check out the guides on this page for more information on the different user types and how to manage them.

How do I train my team?

We are happy to schedule training calls with your team to get them set up with Briefcase and answer any questions they have. Please reach out to your account manager to schedule this.

How do I train my clients?

We have a range of materials to support you as you transition clients to Briefcase. Please see the following guides:

• 📄 How to get started with Briefcase as a client

• 📄 Draft email for client communication

• 📄 5 Reasons to Switch to Briefcase