ClaudeTransaction
Invoice
New: QuickBooks integration
Stop chasing clients for missing receipts.
ClearSpend AI finds invoices in Gmail and Drive, reads paper receipts from a photo, matches them to your Xero or QuickBooks transactions, and follows up on missing documents automatically.
7-day free trial. No credit card required.
Works with
Transaction reconciliation
Spend less time reconciling. Close faster.
ClearSpend AI brings transactions and their proof together, so finance teams stop chasing receipts and start reviewing what matters.
Three checks before every match
ClearSpend AI matches a charge only when the date, amount and vendor name line up. Close calls go to your review list.
Reminders that send themselves
The charge owner gets an email about an hour after a charge, then a reminder every 24 hours until the receipt is linked.
Uploads without an account
Send anyone a secure link to upload a PDF or JPEG up to 50 MB. No login or app needed.
Nothing syncs without you
Matches reach Xero or QuickBooks only after you review them and push them.
How ClearSpend AI works
From scattered records toaudit-ready transactions
Connect your transactions
Bring in charges through Plaid, card statement uploads, Xero, or QuickBooks.
Connect your documents
Connect Gmail and Google Drive, upload invoices directly, or send a photo of a paper receipt.
Matches the sure ones
Links each charge to its invoice or receipt when dates, amounts and vendor names line up, and flags close calls for review.
Only handle the exceptions
ClearSpend AI follows up for missing documents and surfaces only what still needs your team's attention.
Auto followup
Collect missing documents without chasing people
ClearSpend AI emails the assigned owner for missing invoices and receipts, then sends regular reminders until matching proof is linked. Need something from a client? Send them a secure upload link. They don't need an account.
Two-way workflow
From your accounting tools to ClearSpend AI — and back
ClearSpend AI doesn't create another disconnected finance workflow. It works alongside the financial tools you already use.
- Bring transactions in from your accounting platforms
- Match each charge to its invoices and receipts
- Review only exceptions that need attention
- Push reviewed matches to Xero or QuickBooks when you're ready
More from ClearSpend AI
Once your transactions are connected,ClearSpend AI can do more.
Subscription tracking
See every recurring subscription in one place, know who owns it, and eliminate unnecessary spend.
Learn moreRenewal reminders
Stay ahead of upcoming renewals with timely alerts, so you can review, cancel, or renegotiate before you're charged.
Learn moreAI assistant
Ask Claude or ChatGPT about renewals, subscriptions, and spend in plain English. One read-only MCP connection — no exports.
Learn more
Integrations
Connect the tools your finance team already uses
Bring transactions and documents into ClearSpend AI from the systems where they already live.
Explore all Integrations
Your next close, without the receipt chase.
FAQ
Common questions
ClearSpend AI automates transaction-to-document reconciliation. It brings together your transactions, invoices, and receipts, automatically matches the relevant records, identifies missing proof, and helps collect what's outstanding.
Transactions can be brought into ClearSpend AI through connected sources such as Plaid, Xero, and QuickBooks, or through uploaded card statements.
You can connect Gmail and Google Drive or upload documents directly. ClearSpend AI identifies relevant financial documents and brings them into your workspace for matching.
No. ClearSpend AI is designed to focus on emails likely to contain relevant financial documents, such as invoices, receipts, and payment-related messages, rather than treating every message in your inbox as financial data.
ClearSpend AI identifies transactions without supporting documents and can follow up with the relevant owner to request the missing invoice or receipt.
No. ClearSpend AI works alongside your accounting system. It helps collect, organize, and match the supporting evidence behind transactions before the records reach the rest of your accounting workflow.