What types of documents can I upload to Briefcase?

Briefcase processes a range bookkeeping documents in common file formats. From your single upload point, our AI will review documents, triage them, and allocate them to the correct inbox.

Supported document types

• Cost invoices

• Sales invoices

• Receipts

• Credit notes

• Bank statements

• Supplier statements

Any other documents detected (e.g. non-transactional emails or general correspondence will be automatically archived)

Supported file types

• PDF — .pdf

• Images — .jpeg, .jpg, .png, .gif, .webp, .heic, .heif

• Microsoft Word — .doc, .docx

• Microsoft Excel — .xls, .xlsx

• OpenDocument — .odt, .ods

Multi-Invoice PDFs

• Upload a single PDF containing multiple invoices (up to 50 pages).

• Briefcase automatically detects page breaks and splits the file into individual entries; the original multi-invoice PDF is archived.

• Our AI will attempt to keep related documents within a individual invoice (e.g. delivery notes). If these are mistakenly archived, you can simply attach them to the invoice. See this guide for instructions on how.

• Briefcase cannot split documents where multiple invoices / receipts are on the same page. Separate invoices must start on separate pages.

Upload limitations

• PDFs

  • PDFs with more than 50 pages cannot be processed. Larger files should be split into smaller ones with maximum of 50 pages each.

  • Encrypted PDFs cannot be split or processed (system will skip document splitting).

• Maximum file size

  • 20MB per document (files exceeding this limit are automatically rejected).

• Maximum line items

  • Briefcase supports multi-line invoice extraction up to 20 lines per invoice

• Upload quality

  • Scanned documents with poor image quality and handwritten documents may have reduced accuracy.