Original evidence
The receipt or invoice as it arrived, with its source attached.
For accountants and bookkeepers
Less receipt chasing. More time for your clients.
Terrapin finds receipts and invoices in the email, photos and files your clients choose to connect, then brings the documents and available context into your review workflow.
Start with one client and see how Terrapin fits the way your practice works.
Evaluate up to 3 client businesses for 30 days. Free access for your practice team.
See how it works.
The overview, the client experience and your first steps.
Understand how Terrapin finds the evidence. Watch on Vimeo
See the pilot stepsFits your existing process. With QuickBooks Online, Xero or your own review workflow.
SOC 2 Type II audited Google CASA assessed Your clients choose what to connect
From scattered sources to a clearer review
The document. The details. A clearer review.
See the original receipt or invoice alongside the information Terrapin has found. Review the evidence and available context, then follow up where your judgment is needed.
Details and available context
Extracted details, suggested categories and available payment matches.
Your review
Check the record and follow up on the gaps that still need a person.
A clear role for your client and your practice.
Your client connects the sources. Terrapin brings together the evidence. Your practice reviews what is there.
Your client
Uses their Terrapin account and authorizes the sources and practice access they choose.
Terrapin
Discovers receipts and invoices from connected sources and brings together the available details and context.
Your practice
Reviews the evidence, follows up on gaps and uses the workflow available in the account.
Start with a client who has a Terrapin account, or ask them to create one first. The client owner approves source connections and access. Their organization keeps ownership of its records.
Already using QuickBooks Online or Xero? Terrapin fits into an existing accounting workflow. Review the evidence and check the available connections and coverage in your practice account.
Your first client pilot
Start with one client.
Prove the workflow.
Use your practice evaluation to see what Terrapin finds, how your client gets connected and whether the evidence makes your review easier.
Evaluate up to 3 client businesses for 30 days. Practice staff access is free.
Start your free practice pilotStart with one client. You can evaluate up to three.
- Choose one client
Create your practice account and start with a willing client whose receipt collection creates recurring work. Use the client owner’s Terrapin account and agree which sources to connect.
- Connect and review
The client authorizes the relevant sources and practice access. Review the documents and available context, and note anything that still needs attention.
- Compare and expand
Compare the collection and review process with the way you work today. Add further clients within your evaluation allowance, then review the coverage and funding options.
Clear permissions. Client-owned records.
Your clients choose the sources they connect and the access they grant. Their organization retains ownership of its records.
SOC 2 Type II audited.
Terrapin has completed a SOC 2 Type II audit.
Google CASA assessed.
Terrapin has completed a Google CASA assessment.
Protected in transit and storage.
Data is encrypted in transit and at rest.
Your data stays out of AI training.
Terrapin does not use customer data to train AI models.
Choose how client access is funded.
Practice staff access is free. Your evaluation covers up to 3 client businesses for 30 days. Client access after the evaluation depends on the paid coverage selected.
Review the available pricing and coverage in your practice account before deciding how to continue.
01 · Your practice pays
Fund client access as part of your service. Review the available client coverage and pricing in your practice account.
02 · Your client pays
Clients use an eligible organization plan while your practice keeps the access the client owner has granted. Organization purchases start at two seats.
An existing individual subscription does not automatically provide organization coverage. Check current coverage before changing who pays. Changes can take effect at renewal, depending on the billing arrangement.
Explore practice pricingYour practice.
A familiar client experience.
Use your practice name, logo and colors to give clients a familiar experience in Terrapin.
Your practice. A familiar experience.
STTerrapinYour receipt workspace
- US FoodsEmail receipt$214.60
- SyscoPhoto receipt$96.48
Your name and colors carry into the client experience.
Practice branding is separate from referral enrollment. Client organizations retain ownership of their records.
Practical questions, answered.
What do I need to get started?
Create your practice account and choose the accountant or firm option during signup. Start with a client who has a Terrapin account, or ask them to create one. The client owner approves source connections and practice access.
What do my clients need to do?
Your clients authorize the sources they choose to connect and the access they give your practice. Terrapin discovers documents from those connected sources. Your practice can then review the evidence and follow up where needed.
Who owns the client records?
The client organization owns its records. The client owner controls the access granted to your practice.
Can I use Terrapin with QuickBooks Online or Xero?
Terrapin supports workflows with QuickBooks Online and Xero. Check the available connections and plan coverage in your account. You can also begin reviewing receipts and invoices in Terrapin without accounting software.
What is included in the free practice evaluation?
Practice staff access is free, and you can evaluate up to 3 client businesses for 30 days. Start with one client and add others within that allowance as you learn what works for your practice.
Who pays for client access?
Your practice can fund client access, or clients can use an eligible organization plan. Client-funded organization purchases start at two seats. Review the available pricing and coverage in your practice account.
Can I work with clients who already use Terrapin?
Yes, using the access granted by the client owner. Check the client’s existing coverage first. An individual subscription does not automatically provide organization coverage, and changing who pays can depend on the billing arrangement and renewal date.
Do I need to join a partner or referral program?
No. You can create a practice account directly. Referral enrollment is separate and optional.
Can you help me evaluate Terrapin?
Book a practice demo for a 30-minute conversation with a founder about your workflow and a practical next step. You can also use the practice pilot checklist to structure your evaluation.
See what Terrapin finds, review the evidence and decide where it fits in your practice.
Start with a client you know.
Start your free practice pilotBook a practice demo
Evaluate up to 3 client businesses for 30 days. Practice staff access is free.