Increased Bookkeeping Efficiency
About Wilson Partners
Rank: 69th largest accounting firm in the UK
Locations: Maidenhead, Cambridge, Sevenoaks, Woking, Plymouth
Size: 160+ staff
Wilson Partners is a fast-growing, full-service accountancy and advisory firm working with high-growth entrepreneurial businesses across the UK.
“Briefcase is simple to use, fast to scan documents and smart in how it pulls out what matters. The VAT handling and descriptions are better than anything we’ve seen.”
Jenny Evans
Accounts & Outsourcing Director
Transactions Fully Handled by AI
About Jenny Evans
Jenny Evans brings over 15 years of experience in the accounting industry. Since joining the firm in 2018, she’s led the Sevenoaks office through rapid growth, tripling its size. Her work with clients from start-ups to scaling enterprises makes her perfectly positioned to evaluate software offerings and understand what accountants truly need.
The Challenge
Wilson Partners, a fast-growing accountancy firm with over 160 staff across five UK offices, has long positioned itself as a forward-thinking player in the accounting space. But like many firms adapting to growing client demands and rising transaction volumes, their internal teams were starting to feel the strain, especially when it came to core bookkeeping workflows.
The Sevenoaks office, formerly Cameron Cunningham Limited, was a prime example. Led by Jenny Evans, the team of accountants and bookkeepers were managing thousands of transactions each month through legacy OCR-based tools. Once cutting edge, their tech stack had begun to show its age:
[Current tooling] hasn’t kept up with the pace of change. From our point of view, it’s nowhere near as advanced as it could be—and others are catching up.
Jenny Evans
Accounts & outsourcing Director
Existing tools often missed key fields like descriptions, dates, tax rates, or account codes, forcing the team to manually input or correct records downstream in the ledger.
To complicate matters, half of Wilson Partners’ clients processed invoices themselves via the platform, while the rest relied on the outsourcing team. This created inconsistency in how transactions were handled, often requiring staff to double-check VAT treatments, account codes and due dates before sign-off.
Clients would input something one way, and we’d end up fixing it later. Setting up rules in the background took too much time, and we never fully trusted that a rule-based system could handle every transaction.
Jenny Evans
Accounts & outsourcing Director
The result was an inefficient process that couldn’t scale. With new acquisitions underway and ambitions to become a Top 30 UK firm in the next three years, Wilson Partners knew they needed a smarter solution.
The Solution
When Wilson Partners discovered Briefcase, they were looking for more than just another data capture tool. They needed a solution that could handle real-world edge cases, automate workflows from start to finish and earn the trust of their team. What stood out was Briefcase’s ability to go beyond extraction: the platform automatically includes meaningful narrative for every transaction, learns from client-specific patterns to categorise accurately and handles VAT compliance at the point of capture. Crucially, it explains its decisions—making automation feel not just faster, but safer.
Automated VAT compliance is a game-changer.
Alex Hopson
Semi Senior Client Advisor
Briefcase was rolled out initially in the Sevenoaks office, where the team began by automating their bookkeeping and VAT workflows. Within weeks, the impact was clear.
The data capture is more accurate than any OCR solution I've used before. It's great at picking up descriptions, dates and references, which other platforms often struggle with.
Alex Hopson
Semi Senior Client Advisor
The Result
Briefcase now underpins Wilson Partners’ bookkeeping operations, automating VAT compliance and streamlining thousands of transactions each month. It has become essential infrastructure, enhancing speed, accuracy and capacity across the team.
3x increase in bookkeeping efficiency: bookkeepers reported averaging 20 seconds of human input required per transaction using Briefcase, when previous OCR-based tools required over a minute of manual labour per transaction.
97% field-level automation: AI populates and publishes 97% of fields, including those that require client-specific accounting knowledge such as account code and VAT rate, leaving just 3% for manual editing.
3/4 transactions fully handled by AI: over three-quarters of transactions are processed end-to-end by AI with no human input.
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 Hopson
Semi Senior Client Advisor
What's Next?
The success of the initial rollout is just the beginning. Wilson Partners and Briefcase are now working closely together to go beyond day-to-day bookkeeping and tackle more complex workflows such as financial close—starting with monthly management packs.
These processes have traditionally relied on spreadsheets and manual checks, but Briefcase’s AI-first approach is opening the door to smarter, more scalable automation.
With each update, Briefcase gets better and better. It's vastly better than any bookkeeping product I've used before.
Alex Hopson
Semi Senior Client Advisor
As new features are released, the team at Wilson Partners is helping shape what comes next—ensuring the platform continues to evolve with the needs of forward-thinking accounting teams.
