Gmail collects proof only. It does not create transactions or subscriptions. Pair it with Plaid, Xero, or a statement upload for spend data. For PDFs in a shared folder, use Google Drive.
What it pulls
Access is read-only. ClearSpend does not send email on your behalf.
Connect Gmail
1
Open Integrations
Go to Integrations in the sidebar.
2
Find Gmail
Locate the Gmail card under Receipts & Invoices.
3
Click Connect
Click Connect and sign in with the Google account that receives billing email.
4
Approve access
Allow read-only Gmail access. You can revoke it later from Google or from Integrations.
5
Wait for the first sync
Sync starts automatically. Most inboxes finish in a few minutes. The card shows last sync when it completes.
How Gmail sync works
On each sync, ClearSpend:- Looks back 180 days in the connected inbox.
- Finds billing emails — messages with attachments whose subject includes financial terms such as invoice, receipt, bill, or payment.
- Skips duplicates so the same message is not imported twice.
Multiple inboxes
You can connect more than one Gmail account to the same workspace. Repeat the connect steps for each inbox that receives invoices.Common questions
Which emails are imported?
Which emails are imported?
Messages with attachments whose subject matches billing keywords (invoice, receipt, bill, payment). Sent mail, drafts, and emails without attachments are skipped.
Will this create transactions or subscriptions?
Will this create transactions or subscriptions?
No. Gmail only collects invoice and receipt documents so you can match them to charges from Plaid, Xero, or a statement upload.
Is my email data safe?
Is my email data safe?
Yes. Access is read-only, tokens are encrypted, and you can disconnect anytime from Integrations.