Terrapin + Expensify

Planned

Expense workflows · Planned

Discovery before the expense report.

A direct Expensify connection is planned. The aim is to bring discovered evidence into your existing expense process.

Planned

What is available today.

The direct connector is not available yet. You can use Terrapin for discovery and review today, and export records for your process.

How it fits your process.

01

Start with live discovery

Use connected email, photos and files to gather the evidence available today.

02

Review in Terrapin

Extract and organize records without adopting a new card or an accounting system.

03

Use an export where it fits

Check the format your current process needs. A planned connector does not imply a native connection today.

Useful next steps.

Discovery across your sources. Records ready for your process.

Keep your process. Add discovery.

Talk about your workflow

For individuals, teams and practices.