Choosing integrations

KPI cards and charts use charges only — from statement CSV imports or Plaid. Invoice integrations (Gmail, Drive, forward email) add supporting documents, not dashboard totals. See How data enters ClearSpend.

Quick picker

Your goal	Start here
Populate KPI cards and charts	Import a card statement, statement CSV or Plaid
Attach invoice proof for reconciliation	Upload invoices, Gmail, or Google Drive
Auto-import invoices from email	Gmail
Sync PDFs from a shared folder	Google Drive
Detect charges from your card	Connect your card (Plaid)
Discover who uses which apps	Google Workspace
Renewal alerts in Slack	Slack

Plaid vs CSV statement upload

Method	Best when
Plaid (card link)	Ongoing charge detection from linked accounts; no manual exports
Import subscriptions / CSV upload	One-time backfill from a card export; no card OAuth

Card linking creates charges that populate KPI cards and dashboard charts. Statement CSV imports do the same for one-time backfills. Invoices (from Gmail, Drive, or upload) add supporting documents — renewal terms and line items — but do not add amounts to KPIs without a matching charge. Many teams use both.

Subscriptions: Overview vs Transactions vs Needs review

Tab	One row per	Use it to
Overview	Subscription (latest charge)	Portfolio view, export, bulk actions
Transactions	Individual payment	Reconcile a specific charge, audit history
Needs review	Invoice-only detections (no charge yet)	Triage before Overview; amounts excluded from KPIs until charge arrives

See Needs review for the approval queue.

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

Problem

Fix

Invoices not appearing

Check Activity or wait for first sync

Hit integration limit

Upgrade plan — Billing

​Quick picker

​Plaid vs CSV statement upload

​Subscriptions: Overview vs Transactions vs Needs review

​Something wrong?

​Related

Quick picker

Plaid vs CSV statement upload

Subscriptions: Overview vs Transactions vs Needs review

Something wrong?

Related