# ClearSpend

## Docs

- [Week of May 15, 2026](https://docs.clearspend.ai/changelog/2026-05-15.md): AI assistants, Renewal calendar feed, subscription notifications, and a wave of dashboard, renewals, and apps improvements.
- [Week of May 22, 2026](https://docs.clearspend.ai/changelog/2026-05-22.md): Subscription tags, more billing cycles, smarter join requests, and a wave of renewals, email, and dashboard polish.
- [Quick links](https://docs.clearspend.ai/common-tasks.md): Quick links to the most common things people do in ClearSpend.
- [Core concepts](https://docs.clearspend.ai/concepts.md): Define the core terms used across ClearSpend: subscription, app, document, renewal, and user.
- [AI assistants (MCP)](https://docs.clearspend.ai/connect/ai-assistants.md): Connect ClearSpend to Claude or ChatGPT and query subscriptions and renewals from the assistant's chat window.
- [Choosing integrations](https://docs.clearspend.ai/connect/choosing-integrations.md): Pick the right data source for discovery, invoices, card charges, and alerts.
- [Chrome extension](https://docs.clearspend.ai/connect/chrome-extension.md): Install the Chrome extension, understand what it tracks, and send downloaded invoices to ClearSpend.
- [Connect your card (Coming soon)](https://docs.clearspend.ai/connect/connect-your-bank.md): Link credit-card accounts via Plaid to auto-detect SaaS charges in ClearSpend.
- [Adding a data source](https://docs.clearspend.ai/connect/data-sources.md): Upload a document, forward an invoice by email, or open integrations to get spend data into ClearSpend.
- [Gmail](https://docs.clearspend.ai/connect/gmail.md): Connect Gmail to automatically import invoice emails and attachments into ClearSpend.
- [Google Drive](https://docs.clearspend.ai/connect/google-drive.md): Connect Google Drive to pull invoice PDFs from a shared folder into ClearSpend.
- [Google Workspace](https://docs.clearspend.ai/connect/google-workspace.md): Connect Google Workspace to discover apps, people, and OAuth usage across your domain.
- [How data enters ClearSpend](https://docs.clearspend.ai/connect/how-data-enters.md): Every path for subscriptions, charges, and supporting documents — and what counts toward KPIs and charts.
- [Integrations](https://docs.clearspend.ai/connect/integrations.md): Connect Google Workspace, Gmail/Drive, Plaid, and Slack.
- [Request invoice upload](https://docs.clearspend.ai/connect/public-upload.md): Generate a public upload link and collect missing invoices from people who don't have a ClearSpend account.
- [Sign up and sign in](https://docs.clearspend.ai/connect/signup-and-login.md): Create a ClearSpend account or return with email magic link or Google.
- [Slack integration](https://docs.clearspend.ai/connect/slack-integration.md): Connect Slack so the workspace Owner receives renewal alerts in a Slack channel.
- [Activity](https://docs.clearspend.ai/features/activity.md): See document processing, matches, and sync events as they happen.
- [AI spend (Coming Soon)](https://docs.clearspend.ai/features/ai-spend.md): Track foundation-model usage and cost across OpenAI, Anthropic, Google Gemini, and other providers.
- [Apps](https://docs.clearspend.ai/features/apps.md): View all detected apps, distinguish tracked from untracked, and convert untracked apps into subscriptions.
- [Renewal calendar](https://docs.clearspend.ai/features/calendar-subscribe.md): Add your ClearSpend renewal dates to Google Calendar, Outlook, or Apple Calendar and keep them in sync automatically.
- [Dashboard](https://docs.clearspend.ai/features/dashboard.md): Overview of the ClearSpend dashboard — KPIs, spending trend, and widgets.
- [Dashboard KPIs](https://docs.clearspend.ai/features/dashboard-kpis.md): Understand the three KPI cards at the top of the ClearSpend dashboard.
- [Spending trend](https://docs.clearspend.ai/features/dashboard-spending-trend.md): Interpret the spending trend chart on your ClearSpend dashboard — Trend and Actual Spend views.
- [Dashboard widgets](https://docs.clearspend.ai/features/dashboard-widgets.md): Explore every widget on the ClearSpend dashboard — what each one shows and how to customize your layout.
- [Documents](https://docs.clearspend.ai/features/documents.md): Search, filter, and export every invoice and statement ClearSpend has collected.
- [Renewals](https://docs.clearspend.ai/features/renewals.md): View upcoming renewals, filter by owner or billing cycle, and add dates to your calendar.
- [Subscription detail](https://docs.clearspend.ai/features/subscription-detail.md): Review spend, usage, and billing history for a single subscription, and edit subscription details.
- [Editing a subscription](https://docs.clearspend.ai/features/subscription-editing.md): Update owner, status, billing cycle, category, and other details on any subscription.
- [Subscription notification email](https://docs.clearspend.ai/features/subscription-notifications.md): Understand the notification emails ClearSpend sends for upcoming renewals, monthly summaries, and document requests.
- [Slack notifications](https://docs.clearspend.ai/features/subscription-notifications-slack.md): Renewal reminders, monthly digests, and invoice upload requests sent via Slack.
- [Subscriptions](https://docs.clearspend.ai/features/subscriptions.md): View, filter, sort, and export every subscription ClearSpend has detected.
- [Duplicates and mark as transaction](https://docs.clearspend.ai/features/subscriptions-duplicate-entries.md): Resolve duplicate charges and promote extra documents to their own transaction from subscription history.
- [Group subscriptions](https://docs.clearspend.ai/features/subscriptions-merge-group.md): Roll multiple subscription rows under one parent vendor on the Subscriptions overview.
- [Request missing invoices](https://docs.clearspend.ai/features/subscriptions-request-invoices.md): Ask owners to upload invoices in bulk, from one subscription, or revoke a pending request.
- [Tags and aliases](https://docs.clearspend.ai/features/subscriptions-tags-aliases.md): Organize subscriptions with tags and aliases so teams can find vendors the way they actually refer to them.
- [Introduction](https://docs.clearspend.ai/index.md): Learn what ClearSpend does and navigate to the right starting point.
- [Onboarding](https://docs.clearspend.ai/onboarding.md): Complete the onboarding wizard and land on the dashboard for the first time.
- [Get started](https://docs.clearspend.ai/quickstart.md): Import card charges and see your first subscriptions appear on the dashboard.
- [Activity log](https://docs.clearspend.ai/reference/activity-log.md): See document processing, matches, and sync events.
- [Demo environment](https://docs.clearspend.ai/reference/demo-environment.md): Use the ClearSpend demo host to explore the product without your own organization data.
- [FAQ](https://docs.clearspend.ai/reference/faq.md): Find answers to common questions about discovery, data, roles, and billing.
- [Get help](https://docs.clearspend.ai/reference/get-help.md): Contact support and find answers when you are stuck in ClearSpend.
- [Global search](https://docs.clearspend.ai/reference/global-search.md): Jump to any subscription from the header search bar using ⌘K or Ctrl+K.
- [Glossary](https://docs.clearspend.ai/reference/glossary.md): Look up definitions for the terms used across ClearSpend.
- [Limits and formats](https://docs.clearspend.ai/reference/limits-and-formats.md): File sizes, supported types, and upload caps for every ClearSpend upload path.
- [Roles and permissions](https://docs.clearspend.ai/reference/roles-permissions.md): See what Owners, Admins, Members, and Viewers can do in ClearSpend.
- [Keyboard shortcuts](https://docs.clearspend.ai/reference/shortcuts.md): Find keyboard shortcuts for navigating ClearSpend without a mouse.
- [Troubleshooting](https://docs.clearspend.ai/reference/troubleshooting.md): Fix common issues with uploads, integrations, subscriptions, billing, and search.
- [Request to join](https://docs.clearspend.ai/request-to-join.md): Request access to an existing organization and understand what happens while you wait for approval.
- [Billing](https://docs.clearspend.ai/settings/billing.md): Compare plans, track usage limits, and manage payment through Stripe.
- [Notifications](https://docs.clearspend.ai/settings/notifications.md): Configure email channels, renewal reminder timing, and the recipients for each notification type.
- [Processing rules (Coming Soon)](https://docs.clearspend.ai/settings/processing-rules.md): Build AND/OR rules to prevent specific emails or files from being auto-imported into ClearSpend.
- [Profile](https://docs.clearspend.ai/settings/profile.md): Update your display name and organization name in ClearSpend.
- [Start by role](https://docs.clearspend.ai/start-by-role.md): Jump to the docs most relevant to finance, IT, owners, and app owners.
- [Accept an invite link](https://docs.clearspend.ai/team/invite-via-link.md): Join a ClearSpend workspace from an email invitation before you can use the app.
- [Members & roles](https://docs.clearspend.ai/team/members.md): Invite teammates, assign roles, and manage membership for your ClearSpend workspace.
- [People](https://docs.clearspend.ai/team/people.md): See every person discovered across your integrations and review their app usage before inviting them to ClearSpend.