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This page is a first-session checklist. For what ClearSpend does and how matching fits with your accounting system, see Introduction.
1

Sign in

Go to app.clearspend.ai and sign in with email (magic link) or Google.
ClearSpend sign-in page with email, Google, and Xero options

ClearSpend sign-in: continue with work email, Google, or Xero.

New account? Prefer your work email so teammates join the same workspace. You’ll complete organization setup, then see Get started on the dashboard. If someone already created your company workspace, you’ll land on Request to join.
2

Get charges in (about 2 minutes)

On the dashboard, open Get started and complete step 1 with any one source:Use any one of these if Transactions is empty.
Get started checklist: connect a transaction source, then add invoices or receipts

Get started on the dashboard: connect Xero or Plaid, or upload a card statement.

Open Transactions and check that your imported charges are listed before you continue.
3

Get invoices and receipts in

Get started step 2 unlocks after you have a transaction source. Add at least one document path:Files show up in Files & Documents. ClearSpend reads vendor, amount, and date, then looks for a matching charge.
4

Check match status

Open Transactions. Matched charges already have proof attached.For a charge with no invoice yet:
  1. Open the row
  2. Use Request invoice to send an upload link to the owner (details)
Matching keeps running as new syncs and uploads arrive. You do not need to re-run anything manually.

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Where to go next

Press ⌘K (or Ctrl K) anywhere in the app to search and jump to a subscription.