Product update — 11/11/2024

Welcome to our weekly product update. Each week, we’ll share the latest improvements, features, and AI developments in Briefcase to make bookkeeping and accounting workflows easier and more efficient. Let’s dive into this week’s update.

AI learning 🚀

We shipped the initial version of our highly anticipated AI learning feature—the first step toward breaking free from rigid supplier rules.

• When you publish a transaction to your accounting software we capture all the changes made by you (if any) and store the updated transaction.

• When you upload a new transaction that is semantically similar to an already published transaction, AI can take this into consideration to apply the same categorisation.

• When we are taking previous transaction categorisations into consideration, we make it clear in our AI tooltip.

• No need for any supplier rules! Simply publish transactions, and Briefcase will be able to apply the same categorisation next time.

This is the first iteration of AI learning and we are already working on improvements. At the moment, our AI learns from transactions that you publish going forward. Next, we will be able to learn from historical transactions too, so that when you connect a new client, AI will leverage their past data to deliver immediate efficiencies.

Updated dashboard 🌟

Our new dashboard supports marking specific clients accounts as favourites for easier access. We also show the number of transactions that need review for each client to help with prioritisation.

That’s all for this week. Join our Early Adopters Program below👇