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After your first login, ClearSpend opens a one-time organization setup screen. It takes about a minute. Once you finish, you land on the dashboard and see Get started, where you connect your first transaction source and invoices or receipts. On later logins, ClearSpend opens the dashboard directly.

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Organization setup

ClearSpend organization setup form

Organization setup: enter your profile details, pick your currency and role, then choose how you’ll use ClearSpend.

Confirm or edit these fields: Under How are you using ClearSpend?, pick one or both options: Click Create your organization. ClearSpend creates your workspace and sends you to the dashboard.
Already part of an existing organization? If a colleague signed up with the same company domain first, you may be routed to Request to join instead of creating a new workspace.

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Get started

The dashboard shows Get started while your workspace is still being set up. Add a transaction source, then invoices or receipts to match spend automatically.
1

Connect a transaction source

Get started step 1: connect a transaction source

Get started step 1: connect Xero or Plaid, or upload a bank or card statement.

ClearSpend needs at least one source of company charges before matching can run.
Fastest path: upload a recent card statement (PDF or CSV). Add Plaid or Xero → ClearSpend for ongoing sync.
Imported charges appear on Transactions.
2

Add invoices or receipts

Get started step 2: add invoices or receipts

Get started step 2: upload invoices, or connect Gmail, email forward, or Google Drive.

You can add more sources later from Browse all integrations.Files land in Files & Documents. ClearSpend reads vendor, amount, and date, then matches them to charges on Transactions.
When both steps are connected, Get started closes and your dashboard opens. Transactions may take a few minutes to sync in. If nothing appears yet, upload a statement or connect another source.

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After setup

Onboarding runs once per user. To change your name or organization later, go to Settings → Profile.