Introduction

ClearSpend automatically matches transactions with their supporting invoices and receipts. It brings in transactions from connected cards, Xero, or uploaded card statements, then finds and reads billing documents from Gmail, Google Drive, Slack, WhatsApp, and direct uploads. When a supporting document is missing, ClearSpend can automatically request it from the relevant owner. ClearSpend works alongside your existing accounting system rather than replacing it. Once transactions are reconciled, the matched transaction data and supporting documents can be synced to Xero. Beyond reconciliation, ClearSpend also helps you understand your subscriptions by showing ownership, usage, and upcoming renewals.

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How it works

1. Bring in transactions from connected cards, Xero, or uploaded card statements.
2. Find supporting documents from Gmail, Google Drive, Slack, WhatsApp, and direct uploads.
3. Match them automatically. ClearSpend pairs each charge with the right invoice or receipt.
4. Request what’s missing from the owner when a document isn’t available.
5. Sync matched data and supporting documents to Xero when you’re ready.

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The primary loop

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Also useful