Real product screenshot
Start with the source files
The packet flow begins with the incoming client documents before merge, cleanup, and review.
AI Packet Builder
Turn scattered PDFs into a clean client packet.
BrieflyGo walks accountants through the full packet flow: merge, clean, extract, review, and export — in one session, without switching between tools.
LA
RC
TW
Used by 3,000+ accounting professionals
Scattered client files that need to be merged and organized
Scanned PDFs with rotated pages or compression issues
Missing fields and inconsistent data across source documents
No structured index or cover page on outbound client packets
Client invoiceTax statementFinancial summaryService agreementEngagement letterMulti-page packet
Start here
Upload and start building the packet.
Drop in the first file and the Workbench will guide you through each step — merge, extract, review, and export.
Best for
Invoices, statements, packets
Upload
Upload a PDF, DOCX, or TXT to generate a risk report.
⇪
Drag and drop or click to upload
PDF, DOCX or TXT · up to 20 MB
Analysis starts automatically after upload
1 session
to process a full client packet
JSON + PDF
structured and visual output
5 steps
merge, clean, extract, review, export
Real accountant case
Real product screens from the client packet flow
These are real BrieflyGo screens from the accounting workflow, covering the path from upload and scan through packet review and the final Workbench export step.
Real product screenshot
Scan the packet for readiness issues
BrieflyGo surfaces page quality, missing-field, and consistency issues before final delivery.
Real product screenshot
Review packet readiness
The report stage summarizes what still needs attention before the packet is exported.
Real product screenshot
Prepare the final client-ready packet
The saved Workbench session is where packet index, cover content, and export prep come together.
Step-by-step guide
See the packet workflow from upload to final export prep
The guide now shows the real upload, scan, review, and editor stages behind the accountant packet flow.
From scattered files to a clean delivery.
BrieflyGo gives accountants a single session to handle the full packet flow — without stitching together multiple tools or losing track of where each file stands.
M
Missing Fields
Catch blank signature lines, missing dates, and empty obligation fields before the packet leaves your desk.
Data Gap->
I
Inconsistent Data
Spot name mismatches, conflicting figures, or duplicate entries across multiple source documents in one pass.
Quality Check->
P
Page Quality
Rotate, compress, and clean up scanned pages so the exported packet looks professional and is machine-readable.
Standard Step->
D
Delivery Readiness
Generate a structured index and cover page so the client receives a complete, clearly organized packet every time.
Final Step->
Inside the workflow
A guided flow from source to client delivery
Each session tracks your progress through the packet flow — so you always know where you are and what step comes next.
1
Packet Assembly
Merge incoming client files, clean up page order, and organize them into a single working packet before extraction.
2
Structured Extraction
Convert statements, invoices, and agreements into structured JSON — fields, totals, dates, and parties captured cleanly.
3
Client-Ready Export
Generate a packet index and cover page, then export the final bundle for delivery or downstream bookkeeping systems.
Why accountants use it
Fewer tools. Cleaner packets. Faster delivery.
- Merge and organize all source files before you start extracting.
- Extract structured fields from invoices and statements in one step.
- Catch missing or mismatched data before the packet leaves your desk.
- Export a complete packet with index and cover page, client-ready.
Best before delivery
Upload your first file and start the packet flow.
Works best for multi-file client engagements where you need clean structured output and a professional client-ready packet at the end.