💼 Product Update — 29/4/2025

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.

🔍 AI Learning Trail — understand how the model thinks

Briefcase’s AI learns from every published transaction and then uses this memory to categorise new transactions.

How it works

1. Store & learn – Each published transaction is saved to the AI’s long-term memory.

2. Find the closest match – For every new transaction, the model retrieves the most semantically similar entries to see how they were categorised.

3. Decide & apply – It uses that historical context with the fresh data to choose the best category.

What’s new

Hover over the magic wand icon beside a category to preview the exact historical transactions the AI considered. Click on similar transaction to open the full record and compare side-by-side.

⚙️ Prepayments — adjustable materiality threshold

We shipped the first iteration of our new prepayments module last week.

Now we added ability to customise prepayment materiality threshold (default is 250) from the client settings page. Any invoice with an amount lower than the threshold will not be considered a prepayment.

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