Terrapin
Terrapin is an automated receipt and invoice discovery platform that connects to users' existing email, photos, and cloud files to find financial documents, enrich them with payment and calendar context, and prepare them for review. The platform matches receipts to existing card transactions, drafts AI-generated business-purpose memos, and syncs approved records directly to QuickBooks Online or Xero. It is designed for individuals, teams, and accounting practices, with on-device photo screening that uploads only receipt images to preserve privacy.
- Enterprise Software
- Financial Technology
- Artificial Intelligence
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Business owners, teams, and accounting professionals waste significant time manually collecting, sorting, and matching receipts and invoices from disparate sources like email, photos, and file storage. This fragmented workflow leads to lost documentation, delayed bookkeeping, and extensive effort reconciling payments and business context for each transaction.
Solution
Terrapin provides an automated discovery platform that connects to users' existing email, photo libraries, and cloud drives to identify receipts and invoices as they arrive. The system enriches each document with available context, including matched payment card transactions and linked calendar events, then drafts an AI-generated memo suggesting the business purpose and category. Users review and approve these drafts, and the finalized records sync directly to accounting systems like QuickBooks Online and Xero with the original receipt attached. Photo discovery runs on-device first, uploading only images identified as receipts. This approach fits existing workflows without requiring a new expense system, allowing individuals to keep their current cards while reducing manual effort and improving record completeness.
Target Audience
Primary customers are individuals and business owners with high receipt volumes, teams needing shared expense documentation, and accounting practices or bookkeepers seeking to streamline client record collection and reconciliation.
Features
- Automatic receipt and invoice discovery across Gmail, Outlook, Apple Photos, Google Drive, and other connected sources
- AI-generated memo drafts that correlate calendar events, payment card transactions, and document contents to suggest business context and categories
- Payment matching against existing Visa, Mastercard, and other linked cards without requiring new accounts
- Direct integrations with QuickBooks Online and Xero for syncing reviewed records with original attachments, plus spreadsheet exports
- On-device photo screening that uploads only receipt images, preserving photo library privacy
- Bank-grade security with SOC 2 Type II certification and Google CASA audit; data encrypted with TLS 1.3 in transit and AES-256 at rest
- Role-based access controls and shared evidence management for teams and accounting practices
- Practice workspace supporting practice-funded or client-funded access with free staff accounts