What is Briefcase One? - Demo Video
Last updated: May 12, 2026
Briefcase is the AI-native ledger built for accountants and bookkeepers.
Upload documents (invoices, receipts, credit notes, bank statements, supplier statements), connect your bank account, and the Briefcase AI Autopilot will do the rest - working for you across data capture, bank reconciliation, and HMRC submission.
Sign up free here.
How it works
Briefcase One is an end-to-end solution built specifically for MTD sole traders and landlords.
Key features
Briefcase One handles everything from document capture to HMRC submission, so your books are always up to date and compliant. Here's what sets it apart:
AI Autopilot: All transactions are reviewed for legibility, completeness, historical consistency, and bank transactions match. After three manual publishes, similar transactions are auto-published to the ledger. No manual intervention required.
Real-time learning: Every time you update a category or tracking code in Briefcase, it automatically learns it for next time. No supplier rules needed.
VAT compliance automation: Briefcase extracts VAT numbers from invoices, checks supplier VAT registration directly with HMRC, and validates against relevant legislation. Briefcase explains it's working so you can verify in-platform. More compliant data.
Multiline invoice categorisation: Line items are extracted with unique descriptions and VAT rates assigned per line. Corrections are learned automatically. More accurate data.
Cash coding automation: Bank transactions are auto-categorised based on completeness and historical consistency. Faster reconciliation.
Invoice-to-bank matching: Briefcase automatically matches and reconciles uploaded invoices to bank transactions. No manual matching needed.
Multi-business support: Multiple sole trade, UK property, and foreign property lines under one client licence, each with separate P&L accounts. One platform for every client.
Plus everything you'd expect: a full double-entry general ledger with P&L, balance sheets, and journals; and direct HMRC submission for MTD.
Want to get started? Sign up free or book a demo here!
Document upload methods
Briefcase has AI triage which detects document types, sends them to the correct inbox, remove duplicates and filters out non-transactional emails automatically. This makes data upload effortless for accounting/bookkeeping firms and their clients.
Contextual Upload
Upload documents with written context via email, in a WhatsApp message or directly in the platform. Briefcase can use the additional context, such as "team meal", to apply the correct VAT treatment between a team or client lunch, for example.
Connect your bank account
Link your bank account(s) via open banking. Briefcase supports real-time bank feeds for 82+ UK institutions.
You can also upload bank statements (PDFs supported) and our AI Autopilot will extract every transaction, assign to the right account, and turn into a live bank feed.
📄 How to connect bank account to Briefcase One (MTD ITSA)
Connect to HMRC (MTD ITSA)
Connect directly to HMRC, so your tax obligations and businesses are automatically synced through — no manual exports or data entry required.
📄 Setting up your business for MTD ITSA as a business owner
📄 Setting up your client for MTD ITSA