Choosing integrations - ClearSpend AI

Most integrations sync invoices and receipts. Plaid, Xero → ClearSpend, and statement uploads create transactions that power matching and dashboard totals. You can combine both: connect a transaction source, then add document syncs for proof.

KPI cards and charts use transactions only. Invoice and receipt syncs do not create spend totals on their own. See How data enters ClearSpend.

Quick picker

Your goal	Start here
Auto-import invoices from email	Gmail
Sync invoice PDFs from a shared folder	Google Drive
Upload or forward invoices and receipts	Import transactions menu
Detect charges from your card	Plaid
One-time statement backfill	Upload statement
Import charges from Xero	Xero (Xero → ClearSpend)
Push reconciled charges to Xero	Xero (ClearSpend → Xero)
Send receipts from your phone	WhatsApp
Renewal alerts in Slack	Slack

Something wrong?

Problem	Fix
Invoices not appearing	Check Activity or wait for the first sync
Hit integration limit	Upgrade plan: Billing