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The fastest way to see value in ClearSpend is to add a data source right after you log in. Subscriptions and dashboard spend come from card charges — import a card statement (CSV) or connect your card via Plaid. Invoices and receipts are supporting documents for reconciliation; they may appear in Needs review but do not populate KPI totals until a matching charge exists.
1

Open your workspace

Log in to app.clearspend.ai. The login screen offers two options:
  • Login with email: enter your email and receive a magic link
  • Login with Google: sign in via your Google account
ClearSpend login page
Signing up for the first time? Personal Gmail accounts are supported so you can try ClearSpend out, but we recommend signing up with your work email: it lets us auto-claim your company domain so teammates land in the same workspace instead of creating duplicates. After signing up you’ll go through a short onboarding flow (name, role, organization, goals) before landing on the dashboard. If a colleague has already signed up your company, you’ll be routed to Request to join.
Once logged in, your organization name and total subscription count appear at the top-left of the sidebar.
2

Connect a data source

If your workspace is empty, the dashboard shows a “Connect or add your first subscription” screen with two buttons:
Dashboard empty state with Add Data Source and Manage Integrations buttons
  • + Add Data Source: import a card statement (CSV) to create subscriptions from real charges, or upload invoice PDFs and receipts as supporting documents. Card charges populate the dashboard and Subscriptions list within minutes.
  • Manage Integrations: set up a continuous source such as Google Drive, Gmail inbox, or Google Workspace. These run in the background and keep your data fresh automatically.
Start with a card statement. Import a statement CSV under + Add Data Source → Import your Subscriptions for the fastest path to subscriptions, KPI cards, and spend charts — no integration setup required. Add invoice sources afterwards for reconciliation and renewal context.
3

Watch your data populate

As soon as a document is processed, ClearSpend extracts vendor names, amounts, billing periods, and renewal dates. You’ll see:
  • Dashboard: KPI cards (Total SaaS Spend, Average Monthly Spend, Upcoming Renewals) update with real numbers
  • Subscriptions: each identified service appears as a line item with its billing cycle, amount, and status
  • Renewals: Upcoming renewals come from invoices and statement charges; charge-based dates are estimated and refined when invoice data is available
If you connected an integration instead, the initial discovery pass typically takes a couple of minutes. Apps appear under Apps as they’re found, and known SaaS tools are converted into Subscriptions.
4

Connect more integrations for richer data

Once you’ve seen the basics, head to Manage → Integrations to connect additional sources:Each new source fills in gaps: amounts from invoices, usage signals from OAuth, and charge dates from card data all combine into one unified view.
Press ⌘K (or Ctrl K) anywhere in the app to open the global search and jump to any subscription instantly.

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Next steps

Core concepts

Subscription, app, document, renewal: what each one means.

Data sources & integrations

Deep-dive into every integration ClearSpend supports.

Install the Chrome extension

Capture in-browser app usage and one-click invoice downloads.

Collect missing invoices

Send a public upload link to app owners and vendors.