The product

Discovery is the beginning.
A usable record is the result.

Terrapin finds receipts and invoices across connected sources, extracts the details and adds context. Review your records, then send them to QuickBooks Online, Xero or your existing process.

Integrates with QuickBooks, Xero and more.

QuickBooks OnlineXeroExplore all integrations

Inside Terrapin

Follow the evidence.
From found to ready for you.

See what Terrapin brings together.
Try the next step.

01 · Discover

From scattered sources to one archive.

Bring available receipts and invoices from connected email, photos and files into the same workspace.

  • Keep the original source
  • Search and filter the records

Found across your sources

Terrapin
Found. Brought together.
  • The Home DepotPhotos · Materials
    $187.24
  • StarbucksEmail · Meals
    $4.85
  • Office suppliesFiles · Supplies
    $42.17
3 recordsSource stays attached

02 · Enrich

Keep the reason with the receipt.

Available payment and business context helps explain a purchase. Review suggested details and business-purpose notes before relying on them.

  • The original evidence stays visible
  • Suggestions remain yours to review

The context behind the purchase

Original receiptMarriott14 July · Chicago
$412.80
Matched paymentChase Sapphire · 4821

The payment and its receipt, together.

ClassificationBusiness · Travel

Review the category alongside the evidence.

Calendar contextClient kickoff · Acme Corp

Two nights in Chicago for the client kickoff.

03 · Review

The gaps have somewhere to go.

A payment and a receipt are different pieces of evidence. Review available matches and the payments that still need a document.

  • See matched and missing evidence
  • Follow up on specific exceptions

Find the gaps in the evidence

Payment + supporting document

  • Marriott$412.80
    Receipt attached
  • Uber$24.80
    Needs a receipt
  • The Home Depot$187.24
    Receipt attached

04 · Connect or export

Into QuickBooks. Into Xero. Into your process.

Send reviewed receipts and invoices to QuickBooks Online or Xero with their supporting evidence. Or export a summary, record list and original documents for your existing process.

  • Direct accounting integrations
  • Your cards. Your choice of workflow.

Send directly to your accounting tools

QuickBooks OnlineXeroExplore all integrations

Reviewed records and supporting evidence, sent to your books.

Or export the files your process needs
Example export contents
PDF + CSV + ZIP

From scattered sources to useful records

Ready for your next step.

Interactive demo · Sample documents
TerrapinDiscovery

Invoice · INV-1042

Studio North

$240.00
Found in
Outlook attachment
Category
Professional services
Payment
Not yet matched
Details extracted. Ready for review.
Found byTerrapin

Use it your way

Accounting software
Expense workflow
Terrapin or an export
Use a supported connection or export. Or keep your records here.

Review in Terrapin. Use a supported connection, export to your process, or keep your records here.

Your existing cards stay yours.

Less filing. A little review.

Your records.
Your call.

Select a few records.
Classify them together.

Make the call. Clear the pile.

  • The Home DepotPhotos · Materials
    $187.24Needs review
  • StarbucksEmail · Meals
    $4.85Needs review
  • UberEmail · Travel
    $24.80Needs review
0 of 3 reviewed

The work, from source to next step.

01

Discover across sources

Bring email receipts, invoice attachments, photos and files into one review.

02

Extract and enrich

Read the details available in the document, organize them and add useful context.

03

Review and classify

Separate business and personal spending, review suggested categories and correct the details that need attention.

04

Match available payments

Connect supported transaction sources and review evidence alongside the payment. Unmatched records remain visible.

05

Keep trips with the records

Use supported mileage and calendar features to capture and review the context of business travel.

06

Find, report and hand over

Search your records, review reports, and send reviewed evidence directly to QuickBooks Online or Xero. Export for other workflows when you need to.

For a practice, the review spans clients.

The same discovery workflow can support a client book. Bring evidence together, use the right workspace access, and focus follow-ups on missing information.

Explore Terrapin for practices

Discovery across your sources. Records ready for your process.

Let the paperwork come to you.

Get started free

For individuals, teams and practices.

Follow the evidence

Studio North

Original source

Discovered by Terrapin

Illustrative workflow with sample data. Review the details before using them in your own process.