Overview
Briefcase Ledger is AI-native accounting software for UK businesses and their accountants. It codes every bill and receipt line by line, explains each decision, learns from corrections and publishes on its own when it is confident. You can ask for a profit and loss, balance sheet or aged debtors, see what needs review and why, and publish transactions, raise invoices, post journals and run month-end schedules. It also works for Xero and QuickBooks books through Briefcase Connect. Claude acts as you, on the clients you choose, with your permissions. It asks before every change, previews anything that posts to the books, and records every change in Settings → AI assistants. It never moves money.
Tools
briefcase_archive_close_item
Claudebriefcase_archive_transaction
Claudebriefcase_create_close_item
Claudebriefcase_create_customer
Claudebriefcase_create_document_upload
Claudebriefcase_create_expense_claim
Claudebriefcase_create_manual_journal
Claudebriefcase_get_aged_report
Claudebriefcase_get_archived_document
Claudebriefcase_get_attachment_download
Claudebriefcase_get_balance_sheet
Claudebriefcase_get_bank_statement
Claudebriefcase_get_client
Claudebriefcase_get_close_item
Claudebriefcase_get_close_tracker
Claudebriefcase_get_connection
Claudebriefcase_get_contact
Claudebriefcase_get_expense_claim
Claudebriefcase_get_help_article
Claudebriefcase_get_journal
Claudebriefcase_get_operation
Claudebriefcase_get_profit_and_loss
Claudebriefcase_get_reference_data
Claudebriefcase_get_sales_invoice
Claudebriefcase_get_transaction
Claudebriefcase_list_ai_memories
Claudebriefcase_list_archived_documents
Claudebriefcase_list_bank_statements
Claudebriefcase_list_bank_transactions
Claudebriefcase_list_clients
Claudebriefcase_list_close_items
Claudebriefcase_list_contacts
Claudebriefcase_list_expense_claims
Claudebriefcase_list_journals
Claudebriefcase_list_sales_invoices
Claudebriefcase_list_transactions
Claudebriefcase_list_users
Claudebriefcase_publish_close_item
Claudebriefcase_publish_expense_claim
Claudebriefcase_publish_transaction
Claudebriefcase_raise_sales_invoice
Claudebriefcase_remove_claim_transaction
Claudebriefcase_search_help
Claudebriefcase_submit_document
Claudebriefcase_unarchive_close_item
Claudebriefcase_unarchive_document
Claudebriefcase_update_close_item
Claudebriefcase_update_transaction
ClaudeCapabilities
Example Prompts
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Links
App Stats
49
Tools
3
Prompts
ChatGPT, Claude
Platforms
Category
Track FinancesWorks with
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