💼 Product Update — 13/01/2025

Adding email verification, reset password and improving AI categorisation

January 13, 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.

Verifying emails 🪪

We’ve introduced an email verification workflow to ensure that the email you sign up with is valid. The sign-up process works as follows:

  1. User signs up

  2. We send you a verification email, and you click the “Verify Now” button

  3. User is verified, and you can now use the app 🎉

Forgot password workflow 🔐

Verified emails allow us to use them for email workflows such as forgot password. When you can’t remember your password, you will be now able to reset it on login page.

Other things that we’ve shipped 🚢

  • Improved Categorisation: Categorisation now takes into account a client’s business sector. For example, for a construction company, Briefcase will now recognise the purchase of construction materials as “Cost of Goods Sold.”

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