The practical details.

An upload starts with a document you have already found. Terrapin discovers receipts and invoices across the sources you connect, extracts the details and brings them together for review.

Connected email accounts, supported photo sources and Google Drive are discovery sources. A bank or card connection adds transaction context for matching. See the integrations directory for source-specific requirements.

Individuals, freelancers and business owners, teams and organizations, and accounting and bookkeeping practices. The discovery problem is the same; the workspace and review process can fit how you work.

No. You can organize and review records in Terrapin, export to a spreadsheet or share with your accountant. Terrapin also integrates directly with QuickBooks Online and Xero if you use them.

No. Terrapin is card agnostic, so you do not need to adopt a Terrapin card or a particular card provider. Availability of transaction feeds depends on your country, institution and account.

A payment record does not contain the original receipt. Terrapin discovers available evidence across connected sources and matches payments where possible. Missing documents and uncertain details still need attention.

Paper needs a digital starting point, such as a photo or scan. Once a receipt is available through a supported source, Terrapin can extract its details for review.

Yes. Review classifications and organize business and personal records in Terrapin. Check the records you choose to share or export.

No. It helps collect, organize and contextualize records. You or your advisor still decide how a transaction should be treated.

Yes. Terrapin integrates directly with QuickBooks Online and Xero. Send reviewed receipts and invoices with their supporting evidence. Set up your account mappings and choose which records to send; accounting integrations require paid access.

You can export records for your existing expense process. Direct connections to Expensify, SAP Concur and Navan are planned and are labeled separately in the integrations directory.

Connect your sources to start discovering and reviewing receipts and invoices. Paid plans extend the lookback and provide exports and accounting connections.

Standard includes a one-year lookback. Extended includes a two-year lookback and the additional capabilities shown on the pricing page. Choose the history and workflow you need.

Teams are priced per seat annually, with volume tiers. Practice staff access is free. Choose practice-funded or client-funded access for each client business, and review applicable coverage and prices in your account before purchasing.

You choose the sources you connect and approve their permissions. Review source access, sharing and the permissions associated with any accounting destination. The trust page explains these separately.

Use the contact page for a support request, or the existing support chat. For help rolling out to clients or a team, book an optional demo or contact support. Practices can create an account directly.

No. Automatic photo discovery checks images on your device and uploads only images identified as receipts. Your photo library is not copied to our servers. You choose which photos the app can access through your phone’s permissions.

No. The first check for receipt images happens on your phone. Identified receipt images are then processed in our secure cloud to extract and organize their details. Connected email and cloud files are handled through the connections you authorize.

No. We do not use your receipts, invoices or personal information to train AI models. We use AI to read and organize your documents as part of the service you choose to use.

No. Create your practice account directly and start using Terrapin. Referral programs are separate from managing your clients’ records.

Practice staff access is free. You can evaluate the workflow with up to three client businesses for 30 days. Review paid client coverage in your practice account before the evaluation ends or you expand.

Yes. Choose the funding arrangement for each client. Practice-funded access appears in your practice billing; client-funded businesses purchase their own eligible organization access.

Check their current coverage before changing the setup. The client-funded practice workflow uses an organization plan, with purchases starting at two seats. An existing individual subscription should not be assumed to cover that arrangement.

The client owns their organization and approves source connections and access. When adding a client business, identify its owner using their existing Terrapin account. Your practice receives the access needed for the review.

Practice branding lets you set a display name, colors and a hosted logo in the practice workspace. Review the available settings and client experience in your account.

No. Terrapin integrates directly with QuickBooks Online and Xero for clients who use them. Other clients can keep reviewed records in Terrapin or export for your process. Clients keep the cards they already use.

Yes, subject to the current billing arrangement. Review when the change takes effect. Changing the payer does not automatically cancel an existing subscription or rewrite an issued invoice.

Referral rewards are separate from practice access and client funding. Your account shows the referral offer available to you. If your firm has a separate agreement, contact the team about its terms.