briefcase-ai/briefcase
Review bookkeeping, submit documents and run the financial close in Briefcase through the connected assistant.
Submit a bill, receipt, bank statement or supplier statement to a Briefcase client, choosing between direct upload, a browser upload link and the client's forwarding email, then track processing to the resulting transaction. Use when the user shares a document or asks to upload, send or file something into Briefcase.
Review and maintain prepayments, deferred income, accruals and fixed asset depreciation for a Briefcase client at period end, read the close trackers, draft new schedules and adjustments, and publish them with a preview first. Use when the user asks about month-end, year-end, prepayment or accrual schedules, depreciation, or what is left to post for a period.
Review bills and receipts awaiting review in Briefcase for a client, explain Autopilot decisions and review warnings, fix extracted values, and publish or archive with a preview first. Use when the user asks what needs review, why a transaction was coded a certain way, or wants to approve or clear a client's queue.