AI-native bookkeeping & ledger
Briefcase is bookkeeping and month-end automation for accountants, connected to Xero, QuickBooks and Briefcase Ledger. This plugin connects your assistant to your Briefcase workspace so it can review bills and receipts awaiting approval, explain Autopilot decisions, submit documents, manage expense claims, run prepayments, accruals and depreciation, read profit and loss, balance sheet and aged reports, and raise sales invoices and manual journals on Briefcase Ledger for your clients. More
MCP connector Server URL https://api.briefcase.so/mcpCopy Login OAuth Tools Reads data33 get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ search_
Changes data3 add_ create_ create_
Deletes or can't be undone16 archive_ archive_ create_ create_ create_ delete_ publish_ publish_ publish_ raise_ remove_ submit_ unarchive_ unarchive_ update_ update_
Skills 8 in the ChatGPT listing
Document submission 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. Expense claims Group a claimant's receipts into an expense claim in Briefcase, add or remove receipts, check the claim's state and publish it with a preview first. Financial close review Review a Briefcase client's period close. Ledger reports Read and explain a Briefcase Ledger client's profit and loss, balance sheet, trial balance, aged creditors and aged debtors, compare periods, and drill from a report line into the journals and source documents behind it. Management accounts Prepare monthly or quarterly management accounts for a Briefcase Ledger client as a draft for the accountant to review. Manual journals Post a manual journal to a Briefcase Ledger client, such as a correction, reclassification, capital introduction or one-off period-end adjustment, with the accounts checked, the lock date respected and a preview agreed before anything posts. Sales invoicing Raise sales invoices for a Briefcase Ledger client from its sales items, create customers without duplicating existing contacts, list outstanding invoices, fetch invoice PDFs and build a debtor chase list. 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. 
Massive#749
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