# ClearSpend AI

> ClearSpend documentation — reconcile transactions with invoices and receipts, track subscriptions and renewals, and sync matched proof back to Xero.

- [Introduction](https://docs.clearspend.ai/index.md): Close your books faster without chasing proofs.
- [Quick start](https://docs.clearspend.ai/quickstart.md): Get your first charges and documents into ClearSpend in one sitting.
- [Sign up and login](https://docs.clearspend.ai/connect/signup-and-login.md): Create a ClearSpend account or return with email magic link, Google, or Xero.
- [Onboarding](https://docs.clearspend.ai/onboarding.md): Set up your organization, then connect data from Get started.
- [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.
- [Start by role](https://docs.clearspend.ai/start-by-role.md): Paths for accountants, finance, IT, owners, and subscription owners.
- [How data enters ClearSpend](https://docs.clearspend.ai/connect/how-data-enters.md): Where charges and proof come from, and how ClearSpend matches them.
- [Choosing integrations](https://docs.clearspend.ai/connect/choosing-integrations.md): Pick the right connection for invoices and receipts, card charges, Xero, and alerts.
- [Integrations](https://docs.clearspend.ai/connect/integrations.md): Connect Google Workspace, Gmail, Google Drive, Plaid, Xero, WhatsApp, and Slack.
- [Google Workspace](https://docs.clearspend.ai/connect/google-workspace.md): Connect Google Workspace to sync your company directory into Members → People.
- [Gmail](https://docs.clearspend.ai/connect/gmail.md): Connect Gmail to collect invoice and receipt documents from your inbox.
- [Google Drive](https://docs.clearspend.ai/connect/google-drive.md): Connect Google Drive to collect invoice and receipt PDFs from a shared folder.
- [Plaid](https://docs.clearspend.ai/connect/connect-your-bank.md): Link cards through Plaid so ClearSpend can import charges onto Transactions.
- [Slack](https://docs.clearspend.ai/connect/slack-integration.md): Connect Slack so renewal reminders, monthly digests, and invoice requests appear in the ClearSpend app in Slack alongside email.
- [Xero](https://docs.clearspend.ai/connect/xero.md): Connect Xero to import charges into ClearSpend, or send reconciled charges back to Xero.
- [WhatsApp](https://docs.clearspend.ai/connect/whatsapp.md): Connect WhatsApp to send receipts and invoices to ClearSpend from your phone.
- [AI assistants](https://docs.clearspend.ai/connect/ai-assistants.md): Ask ClearSpend about subscriptions, renewals, and transactions from Claude or ChatGPT.
- [Import transactions](https://docs.clearspend.ai/connect/data-sources.md): Bring transactions and invoices into ClearSpend so every charge can be matched to its proof.
- [Chrome extension](https://docs.clearspend.ai/connect/chrome-extension.md): Install the ClearSpend Chrome extension to track app usage and send invoices from your browser.
- [Home](https://docs.clearspend.ai/features/home.md): See totals, match progress, spend trend, and renewals.
- [Review (coming soon)](https://docs.clearspend.ai/features/review.md): Review proposed changes before they become active in your workspace.
- [Transactions](https://docs.clearspend.ai/features/transactions.md): Reconcile every company charge, review documentation status, and resolve exceptions.
- [Transactions Overview](https://docs.clearspend.ai/features/transactions-overview.md): Reconciliation KPIs, match rate, and missing-invoice trends for your charges.
- [Understanding transaction rows](https://docs.clearspend.ai/features/transactions-understanding-transaction-rows.md): What each charge row on Transactions represents and how to read the details ClearSpend shows for it.
- [Matching invoices](https://docs.clearspend.ai/features/transactions-matching.md): Match charges to invoices and receipts. Automatic reconciliation, status labels, and the Match invoice dialog.
- [Request invoices](https://docs.clearspend.ai/features/transactions-request-invoices.md): Request missing invoices and receipts for charges. Manual, bulk, and automatic follow-up.
- [Change owner](https://docs.clearspend.ai/features/transactions-owners.md): Assign who is responsible for a charge — so invoice requests reach the right person.
- [Filters & export](https://docs.clearspend.ai/features/transactions-filters-export.md): Narrow the list, download reports, and delete charges.
- [Sync to accounting](https://docs.clearspend.ai/features/transactions-sync.md): Filter charges by Xero sync status and push reconciled charges with matched invoices to Xero.
- [Subscriptions](https://docs.clearspend.ai/features/subscriptions.md): Track recurring spend, renewals, and ownership across vendors ClearSpend detects.
- [Subscription detail](https://docs.clearspend.ai/features/subscription-detail.md): Review spend, usage, and transactions and invoices 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.
- [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.
- [Group subscriptions](https://docs.clearspend.ai/features/subscriptions-merge-group.md): Combine multiple subscription rows under one parent vendor on Subscriptions.
- [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.
- [Renewals](https://docs.clearspend.ai/features/renewals.md): View upcoming renewals, filter by owner or billing cycle, and add dates to your calendar.
- [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.
- [Files & Documents](https://docs.clearspend.ai/features/documents.md): Search, filter, and export every invoice, receipt, and statement ClearSpend has collected.
- [Activity](https://docs.clearspend.ai/features/activity.md): See uploads, matches, and subscription events as they happen.
- [Rules and Filters](https://docs.clearspend.ai/features/transactions-rules-and-filters.md): Auto-archive matching charges as they land on Transactions.
- [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.
- [Members](https://docs.clearspend.ai/team/members.md): Invite people, assign roles, and manage who can access your ClearSpend workspace.
- [Accept an invite link](https://docs.clearspend.ai/team/invite-via-link.md): Join a ClearSpend workspace from an email invitation.
- [People](https://docs.clearspend.ai/team/people.md): See everyone in your company directory synced from Google Workspace.
- [Profile](https://docs.clearspend.ai/settings/profile.md): Update your display name and organization name in ClearSpend.
- [Notifications](https://docs.clearspend.ai/settings/notifications.md): Set renewal reminder timing, email recipients, and how alerts are delivered.
- [Email notifications](https://docs.clearspend.ai/settings/subscription-notifications.md): Understand the emails ClearSpend sends for upcoming renewals, monthly summaries, and invoice upload requests.
- [Slack notifications](https://docs.clearspend.ai/settings/subscription-notifications-slack.md): Renewal reminders, monthly digests, and invoice upload requests sent via Slack.
- [Rules and Filters](https://docs.clearspend.ai/features/transactions-rules-and-filters.md): Auto-archive matching charges as they land on Transactions.
- [Billing](https://docs.clearspend.ai/settings/billing.md): Compare plans, track usage, and manage payment through Stripe.
- [Troubleshooting](https://docs.clearspend.ai/reference/troubleshooting.md): Fix common issues with uploads, integrations, subscriptions, billing, and search.
- [Limits and formats](https://docs.clearspend.ai/reference/limits-and-formats.md): File sizes, supported types, and upload caps for every ClearSpend upload path.
- [Global search](https://docs.clearspend.ai/reference/global-search.md): Jump to any subscription from the header search bar using ⌘K or Ctrl+K.
- [Keyboard shortcuts](https://docs.clearspend.ai/reference/shortcuts.md): Find keyboard shortcuts for navigating ClearSpend without a mouse.
- [Roles and permissions](https://docs.clearspend.ai/reference/roles-permissions.md): See what Owners, Admins, Contributors, and Viewers can do in ClearSpend.
- [Glossary](https://docs.clearspend.ai/reference/glossary.md): Look up definitions for the terms used across ClearSpend.
- [FAQ](https://docs.clearspend.ai/reference/faq.md): Answers about charges vs proof, Xero, buckets, roles, and reconciliation.
- [Get help](https://docs.clearspend.ai/reference/get-help.md): Contact support and find answers when you are stuck in ClearSpend.
- [Demo environment](https://docs.clearspend.ai/reference/demo-environment.md): Use the ClearSpend demo host to explore the product without your own organization data.
- [Quick start](https://docs.clearspend.ai/quickstart.md): Get your first charges and documents into ClearSpend in one sitting.
- [Common tasks](https://docs.clearspend.ai/common-tasks.md): Jump to the right guide for the most common things people do in ClearSpend.
- [Core concepts](https://docs.clearspend.ai/concepts.md): The terms used across ClearSpend: transaction, reconciliation, document, subscription, renewal, and user.
- [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.
- [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.
- [FAQ](https://docs.clearspend.ai/reference/faq.md): Answers about charges vs proof, Xero, buckets, roles, and reconciliation.
- [Requesting missing invoices](https://docs.clearspend.ai/connect/public-upload.md): The upload page people use to send missing invoices. No ClearSpend login required.
- [Apps](https://docs.clearspend.ai/features/apps.md): View all detected apps, distinguish tracked from untracked, and convert untracked apps into subscriptions.
- [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.
- [Request missing invoices](https://docs.clearspend.ai/features/subscriptions-request-invoices.md): Automatic follow-up and manual requests by vendor and billing period.


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