Your workspace fills from uploads, forwarded email, integrations, the Chrome extension, public upload links, and manual subscription rows. Pick the path below that matches how you already receive invoices and usage signals.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.
At a glance
| Path | Best for | Documented in |
|---|---|---|
| + Add Data Source (upload) | One-off PDFs, CSV statements, receipts | Adding a data source |
| Forward billing email | Invoices that land in your inbox | Adding a data source |
| Integrations (Gmail/Drive, Workspace, M365) | Ongoing discovery and invoice import | Integrations |
| Chrome extension (popup upload + download banner) | Files from vendor portals or drag-and-drop from the toolbar | Chrome extension |
| Public upload link | Collecting invoices from someone without a login | Public invoice upload |
| Manual subscription | A vendor you pay but have not detected yet | Subscriptions (Add subscription) |
What each path contributes
- Documents (invoices, receipts, statements) drive amounts, dates, and reconciliation on subscription history.
- Integrations and the extension add usage and app discovery (who logged in, which tools appear in your directory).
- Grouping on the Subscriptions page rolls related rows under one vendor without deleting history.