What is Briefcase (Capture & Close)? - Demo video
Last updated: May 7, 2026
Briefcase is the first AI Autopilot built for accountants and bookkeepers.
Upload client documents (invoices, receipts, credit notes, bank statements, supplier statements) and the Briefcase AI Autopilot will do the rest, working for you across all bookkeeping tasks and month-end close. Sign up free here.
How it works
Briefcase integrates with Xero and Quickbooks or can be used standalone via Briefcase One (📄 What is Briefcase One? - Demo Video)
Briefcase also supports two-way sync with Xero/QBO. This means data is always kept up to date and Briefcase AI is always learning from the most recent activity, no matter where the updates occur.
Key features
Briefcase can process costs and sales invoices, create expense claims, convert bank statement documents to CSV and automate supplier statement reconciliation. Here's what makes us different:
Historical learning: When you connect a Xero/QBO account Briefcase learns the last 12 months of ledger data overnight and uses this context to accurately process new documents uploaded into the platform. No set up 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.
AI Autopilot: All transactions are reviewed for legibility, completeness and historical consistency. After three manual publishes, similar transactions are auto-published to the ledger. No manual intervention required.
VAT compliance: Briefcase searches relevant VAT legislation for every purchase and assigns appropriate VAT rates based on UK VAT law and HMRC guidance. Briefcase explains it's working and you can verify directly in the platform. More compliant data.
Line item extraction: Line items can be extracted with unique descriptions and VAT rates assigned to each line. Correct tacking codes can also be assigned on a line item basis. More accurate data.
Prepayment automation: Prepayments are detected, adjustment schedules are made and manual journals are posted and reconciled automatically by Briefcase AI. More automated workflows.
Deferred income automation: Deferred income is identified from sales invoices, release schedules are auto-generated and adjustment journals are suggested for automatic posting. Auto-complete period-end accounts.
Fixed asset automatic detection & scheduling: Fixed assets are detected from invoices and depreciation schedules are created. Upon review, journals are posted and reconciled to the general ledger automatically by Briefcase AI. The tracker shows all fixed assets auto-reconciled to the general ledger for review at month-end. More accurate asset registers.
Accrued Expenses: Over time, Briefcase will predict what are the recurring expenses for your business, and if invoices aren't provided for them at the end of the month, Briefcase will automatically suggest and accrual. When an invoice is uploaded, a reversal will be suggested. Journals are posted at the click of a button and reconciled back to your ledger. Period-end made easy.
Balance sheet recs & working papers coming soon...
Want to get started? Sign up free here!
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.
New Release! 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.
Sign up free today or book a demo here!
For more information on getting set up:
If you're an accountant or bookkeeper:
📄 How to get started with Briefcase as an accountant
If you're a business owner or employee:
📄 How to get started with Briefcase as a client