Teams & organizations
Discover receipts and invoices across the sources your people connect. Bring the evidence into a shared review while keeping your existing cards and expense process.
Keep your cards. Use your accounting or expense system, or Terrapin on its own.
Integrates with QuickBooks, Xero and more.
Redwood Builders
The team’s evidence, in one review.
Inside a team workspace
See what Terrapin brings together.
Try the next step.
01 · Shared records
Bring team evidence into the organization’s review, with the member attached to each record.
Redwood Builders
The team’s evidence, in one review.
02 · The right access
Owners, administrators, members and accountants have different jobs. Manage their access around the review your organization needs.
03 · Accounting handoff
Terrapin integrates with QuickBooks Online and Xero. Review your team’s receipts and invoices, then send them with their supporting evidence. Keep the cards and accounting process your team already uses.
Reviewed records and supporting evidence, sent to your books.
Your cards stay yours.
Your sources stay under your control.
Your next step is your choice.
Try it on your own paperwork
Paid plans add a longer lookback, exports and QuickBooks Online and Xero integrations. See plans.
Create your team account, then start with one member’s authorized source. Start with the source most likely to contain recent receipts or invoices.
Terrapin finds available documents within your discovery period and extracts their details. Keep your existing cards.
Check the document and extracted details. You can keep records in Terrapin without an accounting or expense system.
Check the connected account, its permissions and the dates covered. Documents may still be processing. Try a source you know contains a receipt or invoice within the discovery period, or get help.
How it works for you
Each member connects the sources they are authorized to use. Receipts and invoices can join the organization’s review.
Use roles for owners, administrators, members and accountants. Keep the right people involved in the review.
Connect QuickBooks Online or Xero and send your team’s reviewed records with supporting evidence. Keep existing cards, or export for your expense workflow.
| Role | Purpose |
|---|---|
| Owner / admin | Manage the organization, membership and review process. |
| Member | Bring records from connected sources into the appropriate workspace. |
| Accountant | Review the evidence within the access assigned to them. |
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.
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.
Connect your sources to start discovering and reviewing receipts and invoices. Paid plans extend the lookback and provide exports and accounting connections.
Discovery across your sources. Records ready for your process.
For individuals, teams and practices.
