💼 Product Update — 27/01/2025

Adding automated line items

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.

Automated line items 🧾 ðŸ¤–

Briefcase automatically splits invoices/receipts into multiple lines based on their VAT rate.

  • When Briefcase detects multiple VAT rates in an invoice or receipt, it automatically splits the invoice into multiple lines.

  • Line items with the same VAT rate are aggregated together.

  • Each line includes a full description, category, and VAT rate.

This means there’s no need to set up supplier rules, split lines manually or click any extra button to benefit from our multi-line functionality. Click here to see a 1.5min demo.

At Briefcase, we believe that explainable AI is essential for building trust, and we ensure that every decision made by Briefcase is fully transparent. With automated line items, you can hover over the magic wand icon next to any field to see exactly why Briefcase extracted that field and how it made its categorisation or VAT rate decision.

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