💼 Product Update — 22/12/2025

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.

Merge bank statements

You can now merge multiple bank statements into a single export file. This is especially helpful when clients send separate monthly statements or incomplete/disjointed pages.

Audit who published a transaction

For every published transaction, you can now see exactly who published it and when, whether it was a team member or Autopilot.

Foreign currency conversion now uses invoice date

When multi-currency support is not enabled in your ledger, Briefcase automatically converts foreign currency transactions to your primary ledger currency.

We’ve updated this to use the exchange rate from the invoice date (previously the publish date). This change ensures conversions reflect the correct historical rate, making ledger reconciliation more accurate and straightforward.

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