Moved away from Dext, to Briefcase, best decision made. Top notch customer service and very easy to get through to a person! Powered by AI, learns and picks up on data extraction from past submissions to correctly allocate future transactions to the correct account codes. Integration with Whatsapp for ease of use for clients who may not be as tech-savvy. Has very good customer guides that can be forwarded to clients for easy understanding. Loving the prepayments, Deferred income and fixed assets analysis, breakdown and processing directly into Xero, saving a lot of time doing manual journaling! Love the ability to edit and correct transactions through the multiline options to account for it correctly, before publishing it to the clients bookkeeping software, saving time from going into the transaction and editing it on the other side. Highly recommend Briefcase as a data extraction software!

As a pre-accounting tool, Briefcase is a fantastic alternative to the legacy vendors in this space. But for me, what truly sets it apart is the team behind the product. They have a determination to build the best version of a feature, not just add something. For example, tagging an expense item as a prepayment and then publishing the release journals. Helpful, but not as helpful as also creating the tracking schedule/workpaper with a live reconciliation to the balance sheet account. This is how Briefcase approached the ask. And with that being just one part of the Workpapers / Month End close functionality, this is complemented by a similarly smart design of the full set of workpapers, raising the standard of not just the bookkeeping but the monthly accounting. The outcome is far greater efficiency than Excel, and with it being in the daily workflow rather than as a separate tool.

This is how it should be, easy to use, great support from the guys at Briefcase, accurate, innovative and generally the best app i've come accross!