Terrapin + Plaid

Available

Payment context · Available

A payment needs the evidence behind it.

Connect supported bank or card accounts through Plaid to bring transaction context into Terrapin. Match available payments with discovered receipts and invoices.

Illustration of paperwork scattered across everyday sources

Available

What to know before you connect.

Availability depends on your country, institution and account type. Card agnostic does not mean every bank feed is supported.

See it in the workflow.

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

How it fits your process.

01

Choose the context to connect

Use the account or device permissions relevant to this connection.

02

Bring it into the review

Review payment, calendar or trip context alongside the documents it helps explain.

03

Keep the evidence together

Use the combined record in Terrapin or in your existing process.

Useful next steps.

Discovery across your sources. Records ready for your process.

Keep your process. Add discovery.

Get started free

For individuals, teams and practices.