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Pick the path that matches your job. Each link goes to a short guide — no need to read the whole docs site.

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Finance / Accounts Payable

You care about invoices, reconciliation, and renewal dates.
1

Get data in

Upload a statement or invoice or connect Gmail for ongoing import.
2

Find missing invoices

Request missing invoices from subscription owners.
3

Reconcile charges

Use Subscriptions → Transactions and check reconcile status.
4

Watch processing

Open the Activity log while uploads run.

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IT / Admin

You connect integrations, manage apps, and control access.
1

Discover apps and people

Google Workspace for app and people discovery.
2

Import spend

Gmail, Drive, or Plaid.
3

Manage connections

Integrations — Sync now, reconnect, limits.
4

Control noise

Processing rules.

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Workspace Owner

You own billing, team access, and workspace settings.
1

Invite the team

Members and roles.
2

Set up alerts

Notifications and Slack.
3

Manage billing

Plans and usage limits.

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App owner (Member / Contributor)

You respond to requests and maintain subscriptions you own.
1

Find your subscriptions

Filter by owner email on Subscriptions or use ⌘K search.
2

Upload a requested invoice

Use the link in the email from ClearSpend — Public upload.
3

Update details

Edit a subscription (owner, status, next billing).

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Not sure which integration?

See Choosing integrations for Gmail vs Drive vs Plaid vs Workspace.