💼 Product Update — 10/02/2025

Adding client email invites

February 10, 2025

Welcome to our weekly product update. Each week, we highlight Briefcase’s latest features and AI improvements designed to make bookkeeping and accounting workflows simpler and more efficient. Here’s what’s new.

Invite clients via email 📧

You can now send email invites to clients directly from Briefcase.

  1. Go to Organisation Settings (click the ⚙️ at the top right).

  2. Click Invite User, select the Client role, and choose the relevant client accounts.

  3. Select Email Invite, then enter client emails (separate multiple emails with commas).

  4. Click Send Invite Email—clients will receive an invite with everything they need to get started, including their forwarding email address and upload link. The invite will expire after 7 days.

Other things that we’ve shipped 🚢

  • Smarter multi-line split: VAT-based splits are now more accurate and consistent.

  • Improved search: Cost inbox now remembers your search results when navigating between transactions.

That’s all for this week. Have any questions, ideas or feedback? Hit reply to this email and let us know.