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What is Terrapin?

Terrapin is a cutting-edge platform designed for efficiently tracking receipts and managing expenses by effortlessly collecting data from diverse sources such as Email, SMS, Gallery, and Camera, while also aligning it with bank transactions to create organized reports that are ready for submission. Tailored especially for small business owners, freelancers, and trade professionals, Terrapin provides a variety of features, which include: >> The ability to capture receipts in various formats from multiple channels >> Directly linking receipts to corresponding bank transactions >> Archiving older receipts that are saved in your phone gallery (up to two years) >> Seamlessly connecting to any bank feed in the US, Canada, and the UK via Plaid >> Differentiating between business-related and personal expenses >> Offering the option to export expense data in a format suitable for filing >> Facilitating easy management and tracking of expenses through both Mobile and Web platforms With a strong focus on user privacy and security, Terrapin is dedicated to protecting client data, supported by SOC II Type II certification, which guarantees that users can have confidence in the security of their financial details. Additionally, the platform's user-friendly interface ensures that even those without extensive technical knowledge can navigate and utilize its features with ease.

What is Neat?

Neat is a financial organization app that combines receipt tracking, expense management, tax preparation support, and digital document storage for freelancers and small businesses. It is built for users who want clarity around spending without needing to manage a complicated accounting system. The platform helps small business owners collect receipts, categorize expenses, track purchases, store invoices, organize contracts, and keep important records in one searchable digital workspace. Neat can be used to manage expenses from subscriptions, business travel, office supplies, meals, vendor purchases, and other daily operating costs. Its automatic expense categorization helps reduce manual entry while giving users a clearer view of where their money is going. Real-time spending visibility and shareable expense reports make it easier to review business activity and provide clean records to accountants. The app also functions as a digital filing cabinet, allowing users to upload, scan, store, and retrieve receipts, invoices, bank statements, and business documents from the cloud. Mobile access helps users capture receipts on the go before paperwork gets lost or forgotten. Neat supports tax preparation by keeping receipts and expense records organized, categorized, and easier to hand off at filing time. The platform emphasizes security through bank-level encryption and secure cloud storage for sensitive financial documents. With receipt scanning, expense organization, reporting, digital archiving, and tax-ready recordkeeping, Neat helps freelancers and small business owners replace paper clutter with a simpler financial workflow.

Media

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Media

Integrations Supported

Google Contacts
Microsoft Outlook
Quicken
TurboTax Business

Integrations Supported

Google Contacts
Microsoft Outlook
Quicken
TurboTax Business

API Availability

Has API

API Availability

Has API

Pricing Information

$9.75
Free Trial Offered?
Free Version

Pricing Information

$200/year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Terrapin

Date Founded

2025

Company Location

United States

Company Website

tryterrapin.com

Company Facts

Organization Name

The Neat Company

Date Founded

2002

Company Location

United States

Company Website

www.neat.com

Categories and Features

Categories and Features

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

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