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Connect your transactions and documents once. ClearSpend matches charges to invoices and receipts in the background. Most integrations sync invoices and receipts. Plaid, Xero → ClearSpend, and statement uploads (PDF or CSV) create transactions that power matching and dashboard totals.

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How it works

1

Connect transactions

Plaid, Xero (Xero → ClearSpend), or Upload statement from the Import transactions menu.
2

Connect invoices and receipts

Gmail, Google Drive, or upload and forward from the Import transactions menu. These syncs pull proof only.
3

ClearSpend matches

Each charge is linked to the right invoice or receipt automatically.
4

Request what’s missing

When proof is missing, request an invoice from the owner.
Dashboard totals come from transactions, not invoices alone. Invoices are proof until they match a charge.

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Transaction sources

These create charges that power matching, KPIs, and reconciliation. When reconciliation is done, you can also push matched data and supporting documents back to Xero.

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Document sources

These sync invoices and receipts as proof for each charge. They do not create spend totals on their own. Also supported: Slack file uploads and the Chrome extension.

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Import transactions menu

Use the Import transactions button for the connections and uploads you need most often.
Import transactions dropdown with transaction sources, invoices submenu, and manage integrations

Import transactions menu: connect Xero or Plaid, upload a statement, add invoices, or open Integrations.

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Import transactions from

When you upload a statement, choose a Transaction bucket so the extracted charges land in the right group. Use Manage buckets in that dropdown if you need a new one.
Import transactions dialog with statement drop zone, transaction bucket picker, and Manage buckets

Import transactions: upload a statement and choose a transaction bucket.

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Invoices and receipts

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Connect more data sources?

Pair invoice imports with at least one transaction source so spend totals and matching stay accurate.
Not sure where to start? See Choosing integrations. File limits are in Limits and formats.

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Managing buckets

A bucket groups transactions, usually one per bank or card account. Every workspace starts with All Transactions. Charges with no other bucket land there. When you connect Xero, each bank account can be linked to only one bucket.

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Create a bucket

1

Open a bucket picker

On Transactions, when connecting Xero, or when uploading a statement, open the bucket dropdown.
2

Open Manage buckets

Click Manage buckets at the bottom of the list. The Transaction Buckets drawer opens.
3

Create a bucket

Click Create a bucket, name it (for example Chase or AmEx), and save.
Transaction Buckets drawer with Create a bucket, All Transactions default, and a Chase bucket

Transaction Buckets: create a bucket, see which accounts are linked, and rename or delete.

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Rename or delete

In Manage buckets, open the row menu. You can rename any bucket. You can delete buckets you created. All Transactions cannot be deleted. Owners, Admins, and Contributors can create and rename. Deleting a bucket requires Admin or Owner.