> ## 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.

# Start by role

> Jump to the docs most relevant to finance, IT, owners, and app owners.

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

## Finance / Accounts Payable

You care about invoices, reconciliation, and renewal dates.

<Steps>
  <Step title="Get data in">
    [Upload a statement or invoice](/connect/data-sources) or [connect Gmail](/connect/gmail) for ongoing import.
  </Step>

  <Step title="Find missing invoices">
    [Request missing invoices](/features/subscriptions-request-invoices) from subscription owners.
  </Step>

  <Step title="Reconcile charges">
    Use **Subscriptions → Transactions** and check [reconcile status](/features/subscription-detail#reconcile-status).
  </Step>

  <Step title="Watch processing">
    Open the [Activity log](/features/activity) while uploads run.
  </Step>
</Steps>

## IT / Admin

You connect integrations, manage apps, and control access.

<Steps>
  <Step title="Discover apps and people">
    [Google Workspace](/connect/google-workspace) for app and people discovery.
  </Step>

  <Step title="Import spend">
    [Gmail](/connect/gmail), [Drive](/connect/google-drive), or [Plaid](/connect/connect-your-bank).
  </Step>

  <Step title="Manage connections">
    [Integrations — Sync now, reconnect, limits](/connect/integrations#managing-connected-integrations).
  </Step>

  <Step title="Control noise">
    [Processing rules](/settings/processing-rules).
  </Step>
</Steps>

## Workspace Owner

You own billing, team access, and workspace settings.

<Steps>
  <Step title="Invite the team">
    [Members and roles](/team/members).
  </Step>

  <Step title="Set up alerts">
    [Notifications](/settings/notifications) and [Slack](/connect/slack-integration).
  </Step>

  <Step title="Manage billing">
    [Plans and usage limits](/settings/billing).
  </Step>
</Steps>

## App owner (Member / Contributor)

You respond to requests and maintain subscriptions you own.

<Steps>
  <Step title="Find your subscriptions">
    Filter by owner email on [Subscriptions](/features/subscriptions#filtering-and-columns) or use [⌘K search](/reference/global-search).
  </Step>

  <Step title="Upload a requested invoice">
    Use the link in the email from ClearSpend — [Public upload](/connect/public-upload#what-the-recipient-sees).
  </Step>

  <Step title="Update details">
    [Edit a subscription](/features/subscription-detail#editing-the-subscription) (owner, status, next billing).
  </Step>
</Steps>

## Not sure which integration?

See [Choosing integrations](/connect/choosing-integrations) for Gmail vs Drive vs Plaid vs Workspace.