Terrapin automatically discovers receipts and invoices across connected email, photos, and file storage, then enriches them with payment and calendar context to create organized, review-ready records. It integrates with QuickBooks Online and Xero while allowing users to keep existing cards, eliminating manual data entry and receipt chasing. The platform serves individuals, teams, and accounting practices with bank-grade security and SOC 2 Type II compliance.
Funding
Funding not disclosed
Founders
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. 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, 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
- Bank-grade security with SOC 2 Type II certification and Google CASA audit
- Role-based access controls and shared evidence management for teams and accounting practices
- Savings calculator and workflow comparison tools to help firms evaluate time savings