> ## 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.

# Quick links

> Quick links to the most common things people do in ClearSpend.

Not sure where to look? Find the task below and jump straight to the right section.

## Setting up

* [Start by role (Finance, IT, Owner)](/start-by-role)
* [Choose the right integration](/connect/choosing-integrations)
* [Complete onboarding and set your organization name](/onboarding#step-1--your-profile-and-organization)
* [Upload your first invoice or card statement](/connect/data-sources#upload-invoices-and-receipts)
* [Import subscriptions from card statements](/connect/data-sources#import-subscriptions)
* [Add a subscription manually](/connect/data-sources#add-manually)
* [Forward an invoice by email to ClearSpend](/connect/data-sources#forward-an-invoice-email)
* [Connect Google Workspace to discover apps and people](/connect/google-workspace)
* [Connect Gmail for ongoing invoice import](/connect/gmail)
* [Connect Google Drive for invoice PDFs in Drive](/connect/google-drive)
* [Link your card via Plaid](/connect/connect-your-bank)
* [Install the Chrome extension to track browser app usage](/connect/chrome-extension#install)
* [Invite your team to ClearSpend](/team/members#inviting)

## Managing subscriptions

* [View and filter your full subscription list](/features/subscriptions#filtering-and-columns)
* [Review subscriptions in the Needs review queue](/features/subscriptions#needs-review)
* [Add tags or aliases to subscriptions](/features/subscriptions-tags-aliases)
* [Sort by Last Used to find tools no one is using](/features/subscriptions#table-columns)
* [Export the subscription list to CSV](/features/subscriptions#export)
* [Switch between grouped subscriptions and individual charges](/features/subscriptions#overview-transactions-and-needs-review)
* [Change owner for multiple subscriptions at once](/features/subscriptions#bulk-actions)
* [Edit a subscription's owner, status, or billing cycle](/features/subscription-detail#editing-the-subscription)
* [Fix a subscription that's miscategorized as non-SaaS](/features/dashboard#saas-spend-vs-non-saas-spend)
* [Resolve duplicate entries for the same subscription](/features/subscription-detail#reviewing-duplicate-entries)
* [See who is using a subscription](/features/subscription-detail#usage)

## Tracking renewals

* [View upcoming renewals and amounts due](/features/renewals#table-columns)
* [Filter renewals by owner or billing cycle](/features/renewals#filters)
* [Configure scheduled renewal reminders](/settings/notifications#renewal-reminders)
* [See renewals in a monthly calendar view](/features/dashboard#subscription-calendar)
* [Set how many days before a renewal ClearSpend sends reminders](/settings/notifications#renewal-reminders)

## Collecting documents and invoices

* [Upload an invoice or statement manually](/connect/data-sources#upload-invoices-and-receipts)
* [Request a missing invoice from the subscription owner](/features/subscriptions-request-invoices)
* [Revoke a pending invoice request](/features/subscriptions-request-invoices#revoke-a-pending-request)
* [Send a public upload link to someone without a ClearSpend account](/connect/public-upload#sending-a-request)
* [Group multiple subscriptions under one vendor](/features/subscriptions-merge-group)
* [Resolve duplicate charges on a subscription](/features/subscriptions-duplicate-entries)
* [Track whether a request has been fulfilled](/connect/public-upload#tracking-requests-on-your-side)
* [Search, filter, and export all documents](/features/documents#filtering-and-search)
* [Reparse documents that failed to match](/features/documents#bulk-actions)
* [Bulk export all documents](/features/documents#bulk-export)

## Team and permissions

* [Invite a teammate and assign a role](/team/members#inviting)
* [Accept an invite link as a new teammate](/team/invite-via-link)
* [Search for a subscription with ⌘K](/reference/global-search)
* [Understand what each role can do](/team/members#roles)
* [Approve or reject a domain-based join request](/team/members#requests-tab)
* [See every app a person uses before offboarding them](/team/people#apps-used-by)
* [Update the organization name (Owner only)](/settings/profile#profile-fields)

## Reporting and visibility

* [Read your SaaS spend KPIs on the dashboard](/features/dashboard#kpis)
* [Customize which dashboard widgets appear](/features/dashboard#widgets)
* [Understand the difference between Trend and Actual Spend charts](/features/dashboard#spending-trend)
* [See your top vendors by spend](/features/dashboard#top-products-by-spend)
* [Spot apps being used without a formal subscription](/features/apps#tracked-vs-untracked)
* [Convert an untracked app into a tracked subscription](/features/apps#tracked-vs-untracked)
* [Check reconciliation status for a subscription's charges](/features/subscription-detail#reconcile-status)
* [Watch document processing in Activity](/features/activity)
* [Fix common issues](/reference/troubleshooting)
* [Check upload size limits](/reference/limits-and-formats)

## Settings and configuration

* [Configure notification recipients and alert timing](/settings/notifications#recipients)
* [Stop specific emails or files from being auto-imported](/settings/processing-rules#building-a-rule)
* [Update your display name, role, and email](/settings/profile#profile-fields)
* [Manage your ClearSpend plan and usage limits](/settings/billing#usage-limits)

## AI and integrations

* [Connect ClearSpend to Claude and query subscriptions from chat](/connect/ai-assistants#adding-clearspend-to-claude)
* [Connect ClearSpend to ChatGPT](/connect/ai-assistants#adding-clearspend-to-chatgpt)
* [Filter subscriptions by tag from an AI assistant](/connect/ai-assistants)
* [Send documents from the Chrome extension popup](/connect/chrome-extension#send-documents-from-the-extension)
* [Connect Slack for renewal alerts](/connect/slack-integration)
* [Import AI provider usage CSVs](/features/ai-spend#importing-usage)
* [Understand what data the Chrome extension sends](/connect/chrome-extension#what-data-is-sent)