Get your first charges and documents into ClearSpend in one sitting.
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: 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:
Do this
When
Upload a statement
Fastest first win: import a recent card PDF or CSV
Press ⌘K (or Ctrl K) anywhere in the app to search and jump to a subscription.
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