💼 Product Update — 19/5/2025

PO number extraction and fixed asset materiality threshold

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.

🆕 Purchase order number extraction

Once you enable PO-number extraction in Client Settings, Briefcase will automatically detect the PO number in each document and append it to the document reference.

⚙️ Fixed-Asset Materiality Threshold

You can now set a materiality threshold for fixed-asset transactions. Our AI agent will consider fixed asset categories only for transactions above this threshold.

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