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After your first login, ClearSpend opens a short onboarding wizard. The whole flow takes about a minute and only runs once; you’ll land directly on the dashboard on subsequent logins.

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Step 1: Your profile and organization

Fill in four quick fields:
  • Full name: how you’ll appear to teammates
  • Work email: pre-filled and read-only; your domain (@yourcompany.com) is used to group your team
  • Your role: Finance, IT, Founder, Engineering, etc.
  • Organization name: defaults from your domain; edit it if needed
Hit Continue and ClearSpend creates your workspace. Any future signup with the same company domain is automatically routed to join your org rather than starting a new one.
Already part of an existing organization? If a colleague has already signed up with the same domain, you’ll be routed to Request to join before reaching this step.

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Step 2: Your goals

Onboarding Step 2: pick your goals
Pick one or more goals that best describe what you want to get out of ClearSpend: reducing SaaS waste, tracking renewals, centralizing invoices, or getting visibility into shadow IT. You can select multiple or skip this step and go directly to the platform. Click Go to Platform to land on the dashboard and start adding your data.

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Re-running onboarding

Onboarding only runs once per user. To change your name, role, or organization name later, go to Settings → Profile. Goals aren’t editable in the UI; contact support if you’d like them updated.