Skip to main content
Connect WhatsApp to send receipts and invoices from your phone. ClearSpend adds them as supporting documents for charges you already have. Open Integrations and connect from the WhatsApp card.
WhatsApp collects proof only. It does not create transactions or subscriptions. Pair it with Plaid, Xero, or a statement upload for spend data.

​
Connect WhatsApp

Connect from Integrations. Owners, Admins, and Contributors can connect. See Roles and permissions.
1

Open Integrations

In the sidebar, go to Integrations.
2

Open the WhatsApp card

Find the WhatsApp card under Receipts & Invoices and click Connect.
3

Scan the QR code

Scan the QR code. WhatsApp opens with a short connect message already filled in. Tap Send. You do not need to type your phone number.
4

Or connect without scanning

Open WhatsApp and send the message shown in the drawer (for example join abcd1234) to the ClearSpend number listed there. The link expires in about 24 hours. Use Refresh if you need a new one.
5

Wait for confirmation

ClearSpend replies when the number is connected. The WhatsApp card on Integrations then shows as connected.
To add another number, click Connect again and repeat with a different WhatsApp account.

​
How WhatsApp works

Once a number is connected:
  1. You send a receipt or invoice as an attachment in WhatsApp.
  2. ClearSpend matches the sender number to your workspace.
  3. The file lands in Documents and ClearSpend tries to match it to a charge.
Only attachments are imported. Text-only messages are skipped. Duplicates are ignored so the same file is not added twice.

​
What you can send

Use WhatsApp to send receipts and invoices from your phone. ClearSpend stores them as proof and tries to match them to charges you already have. WhatsApp does not:
  • Create transactions or subscriptions
  • Add spend to your dashboard totals
  • Parse bank or card statements into charges
Supported attachments include PDF and PNG.
Send invoices and receipts only. For statement spend, use Upload statement or Plaid.

​
Numbers and workspaces

If a number is already linked to another workspace, disconnect it there before connecting it here.

​
Common questions

No. WhatsApp only collects invoice and receipt documents so you can match them to charges from Plaid, Xero, or a statement upload.
No. One WhatsApp number can belong to only one ClearSpend organization at a time. You can still connect several different numbers to the same organization.
Open the WhatsApp connect drawer again and click Refresh, then send the new message.
Confirm you sent an attachment (not text only), the number is connected on Integrations, and the file type is supported. Then check Documents.

​
Disconnect

On Integrations, expand the WhatsApp card and disconnect the number. Documents already imported stay in your workspace.