briefcase-ai/briefcase

v1.7.0MIT

Briefcase Ledger is AI-native accounting software for UK businesses and their accountants. Review what needs approval and why, read profit and loss, balance sheet and aged debtors, raise invoices, post journals and run month-end schedules. Also works for Xero and QuickBooks books through Briefcase Connect.

GitHub Open Website

skills

transaction-review

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.

Read SKILL.md at the source

Pinned to revision e16aab496b46, so it is the text this page describes rather than whatever the author pushed since.

Files

skills/transaction-review/SKILL.md

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