1️⃣ Book a Demo – If you haven’t already, schedule a demo at www.briefcase.so. We provide dedicated customer support and recommend all customers start with a call to ensure the best experience.

2️⃣ Sign Up – During your demo, you’ll receive a Briefcase sign-up link. Use it to create your account.

3️⃣ Connect Xero – Add the Xero integration to link your accounts.

4️⃣ Upload Documents – Submit invoices and receipts for your connected accounts.

5️⃣ Let AI Do the Work – In 60–90 seconds, Briefcase will extract data, categorise transactions, and assign VAT.

6️⃣ Publish to Xero – Once everything is processed, seamlessly push transactions to Xero.