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Upload limits depend on which screen you use. This table is the source of truth.

File size and count limits

Why two sizes? In-app bulk uploads allow 10 MB; public and review flows cap at 8 MB for faster processing and consistent recipient experience.

Statement CSV tips

  • Export from your card portal as CSV when importing subscriptions in bulk.
  • Include columns for date, merchant/description, and amount when possible.
  • ClearSpend matches merchants to known vendors; unknown rows may create new subscriptions or land in Needs review.

Invoice and receipt formats

  • PDF and JPG work for individual invoices and receipts.
  • Scanned PDFs and photos are supported; OCR extracts vendor, amount, and date.
  • Multi-page PDFs are treated as one document.

Integration limits (by plan)

Integration caps depend on your ClearSpend plan. Check Settings → Billing for your workspace’s Integrations usage meter. When you’re at the limit, Connect is blocked until you upgrade or remove a connection. See Billing.