Not sure where to look? Find the task below and jump straight to the right section.Documentation Index
Fetch the complete documentation index at: https://docs.clearspend.ai/llms.txt
Use this file to discover all available pages before exploring further.
Setting up
- Complete onboarding and set your organization name
- Upload your first invoice or bank statement
- Forward an invoice by email to ClearSpend
- Connect Gmail or Google Drive for ongoing invoice discovery
- Connect Google Workspace to discover apps and people
- Install the Chrome extension to track browser app usage
- Invite your team to ClearSpend
Managing subscriptions
- View and filter your full subscription list
- Sort by Last Used to find tools no one is using
- Export the subscription list to CSV
- Switch between grouped subscriptions and individual charges
- 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
- Send a manual renewal notification to a subscription owner
- 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
- Send a public upload link to someone without a ClearSpend account
- Track whether a request has been fulfilled
- Search, filter, and export all documents
- Bulk export all documents
Team and permissions
- Invite a teammate and assign a role
- 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
- 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
Settings and configuration
- Configure notification recipients and alert timing
- Stop specific emails or files from being auto-imported
- Hide a noisy app from your subscription and app lists
- Update your display name, role, and email
- Manage your ClearSpend billing and payment method