Setup guide · How it works in detail

How SlipStack works,
end to end.

Setup takes a few minutes and only happens once. Here's everything SlipStack does behind the scenes — connecting your accounts, mapping receipts to your books, adding your team, and filing every document where you can find it.

A few minutes to set up · Your data stays in your own Drive · Cancel anytime

First-time setup

Four connections, once

You'll do this once during signup. After that, you just snap and send — everything below happens automatically.

Sign up

Create your SlipStack account and pick a plan to start your free 30-day trial — no card needed, takes two minutes.

Connect Google Drive

Securely link your own Google Drive. This is where every receipt is filed, owned and controlled by you.

Connect Xero

Authorise the Xero organisation you want expenses posted to — or skip it and run on Drive filing and your live Google Sheet dashboard alone.

Save the number

Add the SlipStack WhatsApp number to your contacts, send your first slip, and you're live.

Chart of accounts

Receipts land in the right account

When SlipStack posts an expense to Xero, it maps each receipt to the right account in your chart of accounts — and learns from how you categorise. You always confirm the extracted figures before anything is posted, so nothing hits your books without your okay.

The more you use it, the smarter it gets: it remembers the suppliers you buy from regularly and the account each one usually belongs to.

Builders WarehouseRepairs & Maintenance
Engen / ShellMotor Vehicle Expenses
Vodacom / MTNTelephone & Internet
Makro / GameOffice Supplies
Your client console

Your books, in your pocket

Sign in to your SlipStack console any time to see every receipt and expense the moment it's captured — no waiting for month-end. It's also where you decide how your spending maps to your books: assign each category to the right account in your chart of accounts, and SlipStack codes future receipts the same way.

Add the team members who buy, manage your plan, and keep an eye on your live cost dashboard — all from one place, on your phone or your laptop.

Recent expenses YOUR CONSOLE
Builders WarehouseR 1 284.50
EngenR 845.00
VodacomR 599.00
Category → chart of accounts
FuelMotor Vehicle Exp (8200)
Your team

Add the people who buy

On the Starter and Team plans, more than one person can send receipts — the driver, the site foreman, the office manager — all into the same set of books.

Link by WhatsApp number

Add each team member's WhatsApp number from your console. They just save the SlipStack number and start sending — no app, no logins to manage.

Everyone, one set of books

Every team member's receipts are filed to the same Drive and posted to the same Xero org, with the sender's name kept on the record.

Up to 5 users

Solo is single-user; Starter includes 3 users and Team includes 5. Need more? We'll tailor a Custom plan.

Where everything lives

Tidy folders, in your own Drive

Every receipt is saved into your own Google Drive as both the original image and a PDF, organised into folders by year and month. You own and control the documents at all times — audit-ready whenever SARS or your accountant asks.

You also get a running Google Sheet cost dashboard — totals by month, supplier and VAT — so you can see what you're spending without opening your accounting system.

📁 SlipStack Receipts
  └─ 2026
     ├─ 06 — June
     │   ├─ builders-warehouse.pdf
     │   └─ builders-warehouse.jpg
     └─ 05 — May
  └─ 📊 Cost dashboard (Google Sheet)
Built for the books

Ready to reconcile

Because each expense is posted with its source document and matched on date and amount, your bank reconciliation becomes a quick review instead of a hunt.

You confirm before posting — nothing hits your books without your okay.
Receipt attached to every Xero entry, ready for bank rec.
SA VAT & date formats handled, with the original kept on file.

Ready to set it up?

Try SlipStack free for 30 days — no card needed, cancel anytime. Setup takes a few minutes.

Try free for 30 days

Questions? Email info@slipstack.co.za