Documents - ClearSpend

The Documents page lists every invoice and statement in your workspace so you can search, download, and audit what backed each charge. Sources include manual upload, forwarded email, Gmail/Drive, and Slack. Each row shows a Source label (with icon) so you can see where a file originated.

Documents page — The Documents page: every invoice and statement in one searchable list with download and delete actions per row.

Table columns

Column	Description
Documents	File name
Subscriptions	The vendor/subscription this document is matched to
Amount	The amount on the document
Type	Document type: Invoice or Card Statement
Source	How the file arrived (manual upload, Gmail, Slack, etc.)
Transaction date	The date of the transaction or invoice
Added	Date the document was added to ClearSpend

Each row has Download (↓) and Delete (🗑) action icons on the right.

Filtering and search

Use the Filters button to narrow by document type or other attributes. The search field accepts both document names and subscription names.

Bulk actions

Select multiple documents to Delete or Reparse. Reparse re-runs OCR and extraction on the selected files — useful when a document failed to match initially or after you update processing rules.

Bulk export

Click Export all in the top-right to download all documents in the current view, convenient at month-end close.