01Capture
However it arrives, it’s in.
WhatsApp a receipt, forward an invoice or drag in a PDF. Briefcase reads every line.
WhatsAppEmailUpload
Lunch with a clientReceipt read
SupplierThe Daily Bean
Total£48.00
CategorySubsistence
NEWIntroducing Briefcase Ledger
Meet your new ledger.
A new generation of accounting software is here. Built with AI at its core, Briefcase handles the legwork and brings your tools into one place.
Trusted by accountants.
And more than 6,000 UK businesses.
Case studyCase studyHow Connolly replaced Dext and outsourcing with AI agents4xFaster job completion65%Autopublish rate99%Accuracy“We used to estimate that jobs took up to one minute per invoice. Yesterday I processed 60 invoices in 15mins using Briefcase.”
Bradley SmallManager, Connolly Accountants
Case studyCase studyHow Wilson Partners uses Briefcase to stay ahead of the game3xIncreased bookkeeping efficiency97%Field-level automation3 in 4Transactions fully handled by AI“With other products, it usually takes me around a minute to check, edit, and publish an invoice. With Briefcase, it's done in just 20 seconds—enabling me to get through my workload three times as fast.”
Alex HopsonSemi Senior Client Advisor, Wilson Partners
From first invoice to final close, on Autopilot.
Lunch with a client02Reconcile
Bank rec, not bank wreck.
Every bank line is matched to its paperwork and coded as it lands.
Bank · 21 Sep
TRAINLINE 0921
−£48.20
Matched
Receipt
Trainline
£48.20
Travel · No VATReconciled
03Adjust
Month-end, handled in real time.
Prepayments, accruals and fixed assets are picked up as invoices arrive.
Insurance · annual policyPrepayment spotted£1,200.00
12 months£100.00 a month
04Close
Reports and returns in one click.
Reports stay up to date, and VAT returns go to HMRC from the same books.
Profit · September
£32,900
VAT return · Aug to Oct£18,420.00
Autopilot
Then it runs itself.
Briefcase learns from every correction and posts what passes its checks. Anything unusual waits for you.
Autopilot
North Software£72.00CheckingPosted
Harbourside Café£7.11CheckingPosted
Parcel Studio£412.00CheckingNeeds you
City Cabs£14.20CheckingPosted
All the connections you need.
Your bank and Stripe feed straight in, plus a powerful MCP with 50 tools that puts your books inside Claude and ChatGPT.
80+ UK banks.
Open banking feeds bring every transaction in daily, ready to match and reconcile.
- Barclays
- HSBC
- NatWest
- Lloyds
- Monzo
- Revolut
- Starling
- Wise
- Santander
- Amex
- Virgin Money
- and 70+ more
Stripe, fully reconciled.
Payments, fees and payouts flow in alongside your bank, so every payout matches itself.
Stripe£12,480.20
Payment · Blue Ridge Paper£240.00Sales
Stripe fee(£3.80)Bank charges
Payout to Barclays(£4,120.00)Matched
Ask your books anything.
Briefcase MCP is an official connector for Claude and plugin for ChatGPT. Ask about spending, VAT or unpaid invoices in plain English, and the answers come from your books.
How to connect with MCPSee everything Briefcase MCP can doClaudeBriefcase connected
Who owes us money?
Three customers owe £9,840.00. Northwind Studio’s invoice is the oldest, 34 days late.
From your books in BriefcaseEverything else, built in.
The rest of what a business needs from its books.
Payments.
Pay supplier bills by open banking, straight from Briefcase.
Payment run · 29 Sep2 bills£2,800.00
SCStudio CloudDue 3 Oct£2,160.00Michael to approveApproved
HPHarbour Print CoDue 30 Sep£640.00Approved
Bills over £1,000 need Michael’s approval
Working papers.
Close the month with every balance reconciled and evidenced.
Working papersSeptember close
Bank1£18,406.22Reconciled
Prepayments2£1,100.00Reconciled
Accruals3£1,850.00To reviewReconciled
VAT2£2,418.60To reviewReconciled
Paperwork requests
Ask for missing receipts and statements. Replies are matched.
Expense and mileage claims
Staff submit by web or WhatsApp. You approve and reimburse.
Approvals
Set limits and approvers once, applied to every bill.
Raise sales invoices
Create and send invoices, then see them paid.
Supplier statement reconciliation
Statements checked against your bills automatically.
Prepayments & accruals
Prepaid costs spread and missing bills accrued.
Fixed assets
Spotted on invoices, registered and depreciated.
Deferred income
Income spread across the days or months it’s earned.
AI memories
Learns your conventions and applies them next time.
Team permissions
Decide who can submit, review or publish, down to expenses only.
Full audit trail
Every change recorded, with who made it and when.
Landlords and shared ownership
Letting agent statements, property reports and splits.
Also included
- One-click Xero migration
- Working papers to Excel
- PDF bank statements
- Cash accounts
- Bulk CSV imports
- Duplicate detection
- ISO 27001 certified
Sole tradersLandlordsLimited companies
Ready for Making Tax Digital.
Keep digital records, file VAT returns and send quarterly Income Tax updates directly to HMRC. All in Briefcase Ledger.
Get started Recognised by HMRC
Before you get started.
The practical things people ask before they move their books to Briefcase.
Do I need Xero or QuickBooks?
No. Briefcase Ledger is an accounting system in its own right, with double-entry bookkeeping, bank feeds and financial reports. If you’d rather keep Xero or QuickBooks, Briefcase Connect brings the same automation to the books you already have.
Is Briefcase recognised by HMRC?
Yes. Briefcase is recognised by HMRC for Making Tax Digital for Income Tax. Sole traders and landlords send their quarterly updates straight to HMRC from Ledger, and VAT-registered businesses can file their VAT returns the same way.
How is my data kept secure?
Briefcase is ISO 27001 certified and GDPR compliant. Your data is encrypted and stored in Europe. The AI providers we use process it under zero data retention, so they don’t store it or train their models on it. How we protect your information.
How much does it cost?
You can try Briefcase free for 14 days without a credit card, then choose the plan that suits you. See current plans and prices.
I already use Briefcase with Xero. Can I move to Ledger?
Yes. If you use Briefcase Connect with Xero, Briefcase handles the move to Ledger for you and brings your history across, so you can carry on where you left off.