💼 Product Update — 15/12/2025

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.

Deferred revenue automation

Building on our existing prepayments feature, we're extending automation for financial close workflows. You can now manage deferred revenue for your Xero and QuickBooks clients.

Our new deferred revenue AI agent reviews uploaded sales invoices. When it detects deferred revenue, it automatically drafts a revenue recognition schedule. Publish the schedule, and Briefcase will post the recurring journal entries for you each period.

How does it work?

• Upload sales invoices as usual via any existing channel (web upload, WhatsApp, or email forwarding)

  → For existing clients, ensure sales invoice processing is enabled

  → For newly connected clients, sales invoice processing is now enabled by default

• Briefcase automatically detects deferred revenue in eligible invoices

• Review and publish the proposed schedule

  → Briefcase will post the journal entries at each period end

• You remain in full control 

  → Reverse journals, edit amounts, or archive schedules at any time

All active deferred revenue schedules can be reviewed in the dedicated tracker, where you can instantly compare Briefcase’s calculated remaining balance against the actual deferred revenue liability balance in Xero or QuickBooks.

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