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ClearSpend pairs charges with invoices and receipts already in your workspace. When they align, the row is reconciled. When they do not, attach a file yourself. For Missing, Requested, and Attached in the Invoice column, see Transactions.

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Reconcile status

Filter by reconcile status under Filters, export & archive.

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Match score

A confidence rating (0–100%) from vendor, amount, and date. Matches you confirm yourself score 100%.

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Automatic matching

When a document arrives from Gmail, Google Drive, Slack, a general upload, or a public upload link, ClearSpend looks for a matching charge using the Exact and Close rules above. Exact is the usual target for close and audit. Close is still reconciled — it flags a small gap.

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Upload or attach to one charge

Open the dialog from Missing or ⋮ → Upload invoice. The file is tied to that charge, not the whole workspace.

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Pick a recommendation

ClearSpend lists similar documents already in Documents. You do not need to re-upload. Suggestions are ranked closest first. Labels include Exact amount & date match, Approximate amount, and Date within a few days.

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Upload a new file

Stricter than a general upload:
  • Amount should match the charge
  • Date can be up to 3 days off
  • If either does not line up, ClearSpend asks you to confirm before attaching

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After a match

The row shows Attached, a reconcile badge, and a match score. Click the arrow next to the date to see line items. An open Requested status clears when the match lands. ⋮ → Unlink invoice → confirm.
  • The charge is no longer reconciled
  • Status returns to Missing, or Requested if a request is still open
  • The document stays in Documents — only the link is removed
  • Attach a different file afterwards