Briefcase

AI-native bookkeeping and financial close automation

Why Finance Box uses Briefcase for your business.

At Finance Box, we want to remain at the forefront of technology adoption in the accounting industry. We believe that the best accountants use the smartest tools and that is why we are proud to partner with Briefcase, the first AI-native solution for bookkeeping and financial close workflows.

What is Briefcase?

Briefcase uses AI technology to enhance the invoice collection, bookkeeping, and financial close process. Their technology does not simply “copy and paste” text from a digital format into an accounting software but rather intelligently filters and triages incoming invoices and sends them to the right place, removing the need to tell it what to do, whilst ensuring accurate and compliant data extraction with a range of downstream benefits.

With Briefcase you can:

  • Add them as a contact on WhatsApp and simply send images of invoices or receipts  — no need to download another app!

  • Send sales, cost, single-page, and multi-page invoices to the same location and the software will direct them to the right place — no need to remember multiple upload locations!

  • Auto-forward every email to your Briefcase account and non-transactional items will be automatically archived — no need to go through emails and have to separate invoices from everything else!

Why is Finance Box adopting AI?

AI is replacing the OCR-based invoice capture technology of the past and solves many pain points experienced by our team and clients. This includes a lack of precision in key areas — necessitating manual reviews and corrections. As we step into a new technological age, we want to ensure we are doing everything we can to empower our team and clients to work smarter and more efficiently. Here is why we chose Briefcase:

  1. Built by a fast-moving team of finance professionals and AI experts building specifically for UK-based accountants and their clients.

  2. Deeply in tune with day-to-day issues faced by accounting firms and their clients, with solutions designed specifically to solve these problems.

  3. Replaces rigid supplier-based rules and automations with intuitive AI learning that is smarter, more accurate, and still lets us keep complete control.

  4. Strong focus on building a system that every user can understand and trust, with data protection at the core of their mission.

Read more about how Briefcase uses AI

Who benefits from using Briefcase?

For our Clients:

  • Easier Submission of Invoices in Fewer Steps
    Send invoices directly via WhatsApp or email while on-the-go, with no need to download an app or remember to collect invoices for submission. The AI does the rest and saves time in paperwork chasing and in turn reduces delays.

  • Better Visibility Into Your Spending
    Briefcase populates each invoice it processes with rich descriptions making it easier to see what you are spending on resulting in better visibility of your P&L and financial performance.

  • Reduced Risk of Errors
    With advanced duplication detection and historical transaction matching, Briefcase helps us ensure you avoid costly errors like paying the same bill twice with less time needing to be spent double checking for accuracy.

For our Bookkeepers and Accountants:

Robert Davison Management Accountant
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2018
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  • Smoother Invoice Collection Workflow
    Invoices are sent to us in a wide range of formats and it is important that we ensure only the correct documents go into your ledger. Briefcase supports us in making sure that we maintain this accuracy without spending staff time on repetitive data cleaning.

  • Increased Data Accuracy in Downstream Work
    When completing management accounts and providing valuable advice we want to have the best technology helping ensure our data inputs are robust, consistent, and accurate. This turns your bookkeepers and accountants into a strategic advantage.

  • Scalability without Impacting Quality
    As your business grows, the volume of bookkeeping data increases. AI helps us maintain our standards even as complexity and scale rise, so we can grow with you quickly and seamlessly.

Join Finance Box today

and let Briefcase save your day

Let's go!