Setting up
- Start by role (Finance, IT, Owner)
- Choose the right integration
- Complete onboarding and set your organization name
- Upload your first invoice or card statement
- Import subscriptions from card statements
- Add a subscription manually
- Forward an invoice by email to ClearSpend
- Connect Google Workspace to discover apps and people
- Connect Gmail for ongoing invoice import
- Connect Google Drive for invoice PDFs in Drive
- Link your card via Plaid
- Install the Chrome extension to track browser app usage
- Invite your team to ClearSpend
Managing subscriptions
- View and filter your full subscription list
- Review subscriptions in the Needs review queue
- Add tags or aliases to subscriptions
- Sort by Last Used to find tools no one is using
- Export the subscription list to CSV
- Switch between grouped subscriptions and individual charges
- Change owner for multiple subscriptions at once
- Edit a subscription’s owner, status, or billing cycle
- Fix a subscription that’s miscategorized as non-SaaS
- Resolve duplicate entries for the same subscription
- See who is using a subscription
Tracking renewals
- View upcoming renewals and amounts due
- Filter renewals by owner or billing cycle
- Configure scheduled renewal reminders
- See renewals in a monthly calendar view
- Set how many days before a renewal ClearSpend sends reminders
Collecting documents and invoices
- Upload an invoice or statement manually
- Request a missing invoice from the subscription owner
- Revoke a pending invoice request
- Send a public upload link to someone without a ClearSpend account
- Group multiple subscriptions under one vendor
- Resolve duplicate charges on a subscription
- Track whether a request has been fulfilled
- Search, filter, and export all documents
- Reparse documents that failed to match
- Bulk export all documents
Team and permissions
- Invite a teammate and assign a role
- Accept an invite link as a new teammate
- Search for a subscription with ⌘K
- Understand what each role can do
- Approve or reject a domain-based join request
- See every app a person uses before offboarding them
- Update the organization name (Owner only)
Reporting and visibility
- Read your SaaS spend KPIs on the dashboard
- Customize which dashboard widgets appear
- Understand the difference between Trend and Actual Spend charts
- See your top vendors by spend
- Spot apps being used without a formal subscription
- Convert an untracked app into a tracked subscription
- Check reconciliation status for a subscription’s charges
- Watch document processing in Activity
- Fix common issues
- Check upload size limits
Settings and configuration
- Configure notification recipients and alert timing
- Stop specific emails or files from being auto-imported
- Update your display name, role, and email
- Manage your ClearSpend plan and usage limits