Connect your card
Stop uploading statements just tostart reconciling
Connect your company accounts through Plaid and let transactions flow into ClearSpend AI automatically, ready to be matched with invoices and receipts.
Why connect Plaid?
Stop uploading statements just tostart reconciling
Connect once and ClearSpend AI keeps your charges coming in automatically — ready to be matched with their supporting documents.
Spend less time collecting transactions
Your connected accounts sync in the background, so new charges can appear without repeatedly exporting or uploading files.
Reconcile more automatically
ClearSpend AI can match charges with invoices and receipts collected from Gmail, Google Drive, and document uploads.
Know what still needs attention
See which charges have supporting proof and which still need a document, so finance can focus on the exceptions instead of reviewing everything manually.
Connect
How to connect Plaid + ClearSpend AI
Start bringing transactions into ClearSpend AI automatically.
Open Integrations
Go to Integrations in ClearSpend AI and click Connect your card to launch the secure Plaid connection flow.
Select your institution
Choose your bank or card provider in Plaid's connection window — the same secure flow you may already use elsewhere.
Authenticate securely
Sign in directly with your financial institution through Plaid. ClearSpend AI never receives or stores your banking password.
Let ClearSpend AI sync
Recent transactions import right away, and new charges keep flowing into ClearSpend AI in the background.
Reconciliation
From your cards to ClearSpend AI— and matched to proof
Plaid brings the charges. Gmail, Drive, and uploads bring the documents. ClearSpend AI connects them in one workflow — without statement exports or matching by hand.
- Bring card and bank charges into ClearSpend AI automatically
- Match each charge to its invoice or receipt
- Review only exceptions that need attention
- Keep transactions and proof linked in one workspace
Security & privacy
See your transactions.Never move your money.
Connecting a financial account is sensitive. Plaid gives ClearSpend AI the transaction access needed for reconciliation without giving ClearSpend AI control of your account.
Read-only by design
ClearSpend AI can access transaction history but cannot initiate payments or transfers.
Your credentials stay with Plaid
You authenticate directly with your financial institution. ClearSpend AI receives an encrypted access token, not your banking password.
No full account or card numbers
ClearSpend AI receives transaction metadata such as merchant, amount, and date — not your full card or account number.
You're in control
Disconnect an account through ClearSpend AI or revoke access through your financial institution's connected-app settings.
FAQ
Common questions about Plaid + ClearSpend AI
To bring your transaction data into ClearSpend AI automatically instead of repeatedly exporting statements or uploading CSV files. Those transactions can then become part of your reconciliation workflow.
Plaid provides transaction metadata such as merchant, amount, and transaction date. ClearSpend AI does not receive your full account or card number.
No. Authentication happens directly through Plaid and your financial institution. ClearSpend AI never receives or stores your banking credentials.
No. The connection is read-only. ClearSpend AI cannot initiate payments, transfers, or make changes to your financial account.
Yes. You can connect more than one institution over time, which is useful when company spending is spread across multiple cards or accounts.
No. They provide different parts of the reconciliation record. Plaid provides charge information, while Gmail and Google Drive can provide invoices and other supporting documents.
ClearSpend AI imports recent transactions and continues syncing connected account data in the background.
ClearSpend AI Owners and Admins can link and disconnect card accounts from Integrations.
Yes. Access can be revoked from ClearSpend AI or through your financial institution's connected-app settings.