> ## 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.
# Chrome extension
> Install the Chrome extension, understand what it tracks, and send downloaded invoices to ClearSpend.
The ClearSpend Chrome extension fills two gaps:
1. **Usage signals from your browser:** apps that don't expose login data via an integration still get a "Last used" timestamp.
2. **Upload from the toolbar popup:** drop or browse for invoices without opening the webapp.
3. **One-click invoice capture:** when you download a PDF from a vendor portal, a small banner offers to send it straight to ClearSpend.
It runs locally in your browser and only reports data for users who have signed into ClearSpend in the same browser profile.
## Install
Ask your admin for the latest extension package, or download it from the link shared in your welcome email.
Because the extension is distributed directly (not via the Chrome Web Store), you'll load it manually:
1. Open `chrome://extensions/` in your browser address bar
2. Toggle **Developer mode** on (switch in the top-right corner)
3. Click **Load unpacked**
4. Select the unzipped `clearspend-extension` folder
The ClearSpend icon will appear in your toolbar. Developer mode only needs to be on for the initial load; you can leave it enabled or turn it back off after installing.
Open [app.clearspend.ai](https://app.clearspend.ai) and sign in normally. The extension automatically picks up your session; there's no separate login.
Pin the extension to your toolbar (click the puzzle icon → pin) so the icon is always visible. The popup shows your most-used apps and lets you reload service data.
## What gets tracked
### Browser visits
As you navigate the web, the extension matches the current domain to ClearSpend's catalog of 8,800+ SaaS services. For example, a visit to `companyname.atlassian.net/jira/...` is matched to **Atlassian** (or **Jira Software** when the URL clearly points to Jira).
Each match increments the visit counter for that service, with a **24-hour cooldown**: multiple visits to the same app within a day count as one. This keeps the data clean while still capturing daily-active behavior.
## Send documents from the extension
Click the ClearSpend icon in your toolbar to open the extension popup. When you're signed in and tracking is active, you can **drop files or click to browse** to send invoices and statements straight to your workspace (PDF, CSV, JPG, or PNG).
### Downloaded invoices
When you download a PDF or image from a known vendor domain, a **"Send to ClearSpend?"** banner appears in the corner of the page. Click **Send** and the file is uploaded to your workspace as a document, just like an emailed invoice.
The banner only appears for file types ClearSpend can process (PDF, JPG, PNG). Click ✕ to dismiss; the file still saves to your downloads folder normally.
## What data is sent
| Sent | Not sent |
| ---------------------------------------------------------------- | ----------------------------------------- |
| The matched service name and your visit count | Page contents, page titles, form data |
| Files you explicitly approve via the "Send to ClearSpend" banner | Files you download but don't approve |
| Your ClearSpend user identity (email + org) | Browsing history outside matched services |
The full URL never leaves your browser. The extension only sends the **service it identified** and a visit count, not where on that service you were.
## Permissions
The manifest requests the following permissions, each with a specific purpose:
| Permission | Why it's needed |
| --------------- | ----------------------------------------------------------------------------------------------------------------------------------------- |
| `tabs` | Detect when you switch tabs so the right service is associated with the visit. |
| `storage` | Cache visit counts and your ClearSpend identity locally. |
| `cookies` | Read the Supabase auth cookie set by `app.clearspend.ai` so the extension knows you're signed in. Cookies for other sites are never read. |
| `alarms` | Schedule periodic flushes of visit data to the ClearSpend API. |
| `contextMenus` | Reserved for future right-click actions; not used today. |
| `notifications` | Show download / send confirmations. |
| `downloads` | Detect when you save a file from a vendor domain so the "Send to ClearSpend" banner can offer it. |
| `scripting` | Inject the download banner into the page. |
| `` | Required so the extension can match visits and detect downloads on any vendor site. |
## Privacy
* Data is associated with your ClearSpend identity only after you've signed in to the webapp in the same browser.
* If you sign out, the extension stops reporting usage until you sign back in.
* Visit counts are flushed to the API on a short interval and stored against your user record; admins see *aggregate* usage on the **Workspace** and **People** pages, never individual URLs.
## Manage from the webapp
You can see the impact of the extension across two places:
* **Apps → Last used**: populated from extension visits when no integration provides login data
* **Team → People → Apps used by**: shows the per-user app list combining workspace integrations and extension data
If you don't want a teammate's extension activity tracked, ask them to either sign out of ClearSpend in that browser profile or remove the extension.
## Troubleshooting
The extension reads the same cookie the webapp does. Sign out of ClearSpend, sign back in, then click the extension icon to pair again. If you use Chrome profiles, make sure the extension and the webapp are in the same profile.
Remember the **24-hour cooldown**: additional visits to the same app within a day don't increment the counter. Also check that you've granted the extension access to "all sites" in `chrome://extensions/`.
It only appears for supported file types (PDF / JPG / PNG) from a recognized vendor domain. Some sites that wrap downloads in JavaScript may not trigger the banner. Use **+ Add Data Sources → Upload document** in the webapp as a fallback.
Go to `chrome://extensions/`, find **ClearSpend Service Tracker**, and click **Remove**. Removing the extension does not delete the usage data already sent. Contact your admin if you need that scrubbed.