Connect representative sources
Include the inboxes, photo sources and files you actually use.
Compare · Files & paper
How do receipts and invoices become structured records after they land in a folder?
All comparisonsYour existing storage can also be a discovery source. Use the supported Google Drive connection to bring available receipt and invoice evidence into Terrapin.
| 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.
Include the inboxes, photo sources and files you actually use.
Compare the documents found, the details available and the time still needed for review.
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.
For individuals, teams and practices.