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Use Integrations to connect the tools where your company spend and proof already live. ClearSpend pulls that data in, matches charges to invoices and receipts, and keeps sync status visible on each card. Open Integrations in the sidebar. Each card shows linked accounts and the last sync time. Not sure which to connect first? See Choosing integrations.
Integrations page with categorized connection options

Integrations page: Import Transactions, Receipts & Invoices, App Discovery, and Workflows.

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What each integration is for

Most of these syncs pull invoices and receipts. Plaid, Xero → ClearSpend, and statement uploads bring in transactions that power matching and dashboard totals.
You can link multiple Gmail or Drive accounts to one workspace. Invoice and receipt syncs do not create spend totals on their own. Pair them with Plaid, Xero, or a statement upload.

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Connected state

After you connect, the card shows a green status, the linked account, and when it last synced.

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Managing connections

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Configure

You can open Configure from the connected row menu to change settings, such as a Google Drive folder and date range. Then choose how to save: Use Cancel to close without saving.

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Reconnect

  1. Click Reconnect on the affected account
  2. Complete sign-in again
  3. Wait for the connection to refresh so missed data can sync again

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Roles and plan limits

Owners, Admins, and Contributors can connect, sync, and delete integrations. Viewers cannot. Each plan caps how many integrations you can connect. When you hit the limit, Connect is disabled. Check Settings → Billing or Limits and formats.

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Something wrong?

See Troubleshooting or Choosing integrations.