Accountant / Finance / AP
You bring transactions and proof together, clear exceptions, and keep Xero up to date.1
Bring in charges
Start with Plaid, Xero (Xero → ClearSpend), or a statement upload.
2
Connect invoices and receipts
Gmail, Google Drive, or upload files so ClearSpend can match proof to each charge.
3
Work transactions
Open Transactions. Confirm matches, attach files, or request a missing invoice from the owner.
4
Sync back to Xero
After charges are matched, sync reconciled transaction data and supporting documents back to Xero. ClearSpend works alongside your ledger; it does not replace it.
IT / Admin
You connect systems, manage access, and keep imports reliable.1
Connect accounting and cards
Plaid for card feeds, Xero to import charges and push reconciled spend back, and Integrations to sync or reconnect.
2
Connect document sources
Gmail and Google Drive so finance has invoices to match.
3
Optional: discover people and apps
Google Workspace for directory and app discovery.
4
Auto-archive matching charges
Rules and Filters on Transactions.
Workspace Owner
You own billing, team access, and workspace settings.1
Invite finance and approve join requests
Members and roles. Domain signups land in Request to join until an admin approves them.
2
Set up alerts
Notifications and Slack.
3
Manage billing
Subscription owner (Contributor)
You respond when finance asks for proof on charges you own.1
Find your subscriptions
Filter by owner on Subscriptions or use ⌘K search.
2
Upload a requested invoice
Use the link in the ClearSpend email. Details are in Request invoices.
3
Keep ownership current
Edit a subscription (owner, status, next billing).