Connect representative sources
Include the inboxes, photo sources and files you actually use.
Compare · Files & paper
Excel and Terrapin.
Start with the missing paperwork.
Can you keep your spreadsheet and stop searching for its supporting documents?
All comparisonsLook at the collection step.
Keep the spreadsheet that already works for you. Terrapin can find and organize the supporting records, then provide an export for your own process.
01 · Your sourcesInboxes, photos & files
02 · TerrapinDiscover, extract & review
03 · Your processQuickBooks, Xero or your own process
Four things to test with real documents.
| Step | Check in your current setup | Terrapin’s role |
|---|---|---|
| Discovery | Which inboxes, photo sources and files are covered without selecting each document? | Automatic discovery across the supported sources you connect. |
| Payment context | Can the transaction be reviewed with its original evidence? | Matching where payment information and evidence are available. |
| Review | Can you check and correct classifications and details? | Review extracted details, business/personal classification and missing information. |
| Your next step | Can you keep your cards and your existing process? | Card agnostic, with direct QuickBooks Online and Xero integrations, exports and use on its own. |
Test the plan, permissions and connections you would actually use. Capabilities vary by provider and setup.
Measure the difference for yourself.
Review a meaningful period
Compare the documents found, the details available and the time still needed for review.
Choose from evidence
Use the calculator to value time saved. Keep any tool that already does its job well.
Discovery across your sources. Records ready for your process.
Let the paperwork come to you.
Get started free
For individuals, teams and practices.