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 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 or Sage
Authorise the Xero organisation or Sage company 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 or Sage, 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.
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.
Your team
Add the people who buy
On the Starter, Growth 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 or Sage company, 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.
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 or Sage entry, ready for bank rec.
- SA VAT & date formats handled, with the original kept on file.
Questions
Setting up, answered
How long does setup actually take?
A few minutes. You create the account, authorise Google Drive, authorise Xero or Sage if you use one, and save the WhatsApp number to your contacts. There is nothing to install and nothing to configure on your phone.
Do I have to connect Xero or Sage to get started?
No. You can skip that connection and add it later. Without it, SlipStack still reads each receipt, files the original to your own Google Drive by year and month, and keeps your live Google Sheet cost dashboard up to date. More on running without accounting software →
What access does SlipStack get to my Google Drive?
You authorise it against your own Drive account, and that is where every original is filed — sorted into folders by year and month, alongside a Google Sheet cost dashboard. The documents live in an account you control, so if you cancel, they stay with you. Read the privacy policy →
Do I have to categorise every receipt myself?
No. SlipStack maps each receipt to an account in your chart of accounts and learns the suppliers you buy from regularly. You confirm the extracted figures before anything posts, so nothing reaches your books unchecked.
Can I add my staff, and does each one need a login?
Team members send from their own WhatsApp numbers on the Starter, Growth and Team plans — no logins to hand out and nothing for them to learn. Their receipts arrive in the same ledger, flagged for your review. See the plans →
Ready to set it up?
Try SlipStack free — no card needed, cancel anytime. Setup takes a few minutes.
Questions? Email info@slipstack.co.za