> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clearspend.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Get started

> Add a data source and see your first subscriptions appear on the dashboard.

The fastest way to see value in ClearSpend is to add a data source right after you log in. An invoice or card statement is all it takes; once parsed, your subscriptions and spend appear on the dashboard automatically.

<Steps>
  <Step title="Open your workspace">
    Log in to [app.clearspend.ai](https://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

    <Frame caption="The ClearSpend login screen: sign in with email or your Google account.">
      <img src="https://assets.clearspend.ai/content/videos/overview.png" alt="ClearSpend login page" />
    </Frame>

    <Note>
      **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](/onboarding) (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](/request-to-join).
    </Note>

    Once logged in, your organization name and total subscription count appear at the top-left of the sidebar.
  </Step>

  <Step title="Connect a data source">
    If your workspace is empty, the dashboard shows a **"Connect or add your first subscription"** screen with two buttons:

    <Frame caption="The dashboard empty state: two options to get your first data in.">
      <img src="https://assets.clearspend.ai/content/videos/connect_a_data_source.png" alt="Dashboard empty state with Add Data Source and Manage Integrations buttons" />
    </Frame>

    * **+ Add Data Source**: upload an invoice PDF, card statement, or receipt directly. Once the file is parsed, subscriptions and spend figures appear on the dashboard and in the 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.

    <Tip>
      **Start with "+ Add Data Source".** Uploading an invoice or card statement takes under a minute and gives you an instant preview of how ClearSpend organizes your SaaS spend, with no integration setup required. You can connect integrations afterwards for ongoing, hands-free discovery.
    </Tip>
  </Step>

  <Step title="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**.
  </Step>

  <Step title="Connect more integrations for richer data">
    Once you've seen the basics, head to **Manage → Integrations** to connect additional sources:

    | Integration                                         | What it adds                                                           |
    | --------------------------------------------------- | ---------------------------------------------------------------------- |
    | **[Google Workspace](/connect/google-workspace)**   | Discovers all OAuth-connected apps and active users across your domain |
    | **[Gmail](/connect/gmail)**                         | Auto-imports invoice emails and attachments from your inbox            |
    | **[Google Drive](/connect/google-drive)**           | Syncs invoice PDFs from a Drive folder on an ongoing basis             |
    | **[Connect your card](/connect/connect-your-bank)** | Detects SaaS charges from linked card accounts via Plaid               |

    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.
  </Step>
</Steps>

<Tip>
  Press <kbd>⌘K</kbd> (or <kbd>Ctrl K</kbd>) anywhere in the app to open the global search and jump to any subscription instantly.
</Tip>

## Next steps

<CardGroup cols={2}>
  <Card title="Core concepts" icon="lightbulb" href="/concepts">
    Subscription, app, document, renewal: what each one means.
  </Card>

  <Card title="Data sources & integrations" icon="plug" href="/connect/integrations">
    Deep-dive into every integration ClearSpend supports.
  </Card>

  <Card title="Install the Chrome extension" icon="chrome" href="/connect/chrome-extension">
    Capture in-browser app usage and one-click invoice downloads.
  </Card>

  <Card title="Collect missing invoices" icon="paper-plane" href="/connect/public-upload">
    Send a public upload link to app owners and vendors.
  </Card>
</CardGroup>
