ClaudeTransaction
Invoice
Now with Xero Integration
Close your books fasterwithout chasing
ClearSpend AI brings your transactions, invoices, and receipts together, automatically matches each charge to its proof.
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.
Close the books faster
Stop spending hours manually matching invoices and receipts to transactions. ClearSpend AI does the repetitive reconciliation work for you.
Stop chasing invoices and receipts
Missing documents no longer mean endless emails and Slack messages. ClearSpend AI finds what it can and follows up for what's missing.
Review only what needs attention
Instead of checking every transaction, your team focuses only on unmatched or uncertain records.
Stay ready for audit
Keep transactions and their supporting documents connected, so the evidence you need is already organized when it's time to review.
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 or upload invoices and receipts directly.
ClearSpend AI matches everything
ClearSpend AI automatically identifies which invoice or receipt belongs to each transaction.
Only handle the exceptions
ClearSpend AI follows up for missing documents and surfaces only what still needs your team's attention.
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
- Sync reconciled data back when you're ready
AI assistant MCP
Ask AI about your transactions
OAuth 2.1 authentication — no API keys to manage.Learn more
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
Every transaction. Matched to its proof.
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.