Accounting & bookkeeping firms
ClearSpend helps accounting firms collect invoices and receipts, automatically match them to client transactions, review exceptions, and sync reconciled records to Xero or QuickBooks.
Built for accounting teams managing multiple client organizations.
The problem
Every new client brings more transactions, documents, and reconciliation work. ClearSpend gives your team one repeatable workflow across every client.
ClearSpend finds client invoices from connected sources, and follows up with owners for missing documents.
Automatically connect transactions with their supporting invoices and receipts.
Focus your team on missing or uncertain records instead of reviewing everything manually.
How it works
Bring transactions into ClearSpend through Xero, QuickBooks, Plaid, or supported card statement uploads.
Connect sources such as Gmail and Google Drive, or upload invoices and receipts. ClearSpend automatically matches them to each transaction.
See what's matched, what's missing proof, and what still needs your team's attention.
Review reconciled transactions in ClearSpend and send completed information back to Xero or QuickBooks.
Business value
ClearSpend automates repetitive reconciliation tasks so your team can focus on exceptions, closing books, and supporting clients.
Use one repeatable reconciliation process across every client.
Let ClearSpend handle straightforward matching while your team reviews exceptions.
See what's matched, what's missing proof, and what still needs attention.
Exception-based review
ClearSpend AI handles clear matches and follows up with owners for missing documents until proof is linked. Your team reviews exceptions, not every transaction.
Accounting integrations
Automate reconciliation in ClearSpend, then sync completed records back to Xero or QuickBooks.
Supporting spend context
Once transaction data is connected, ClearSpend can also help your team understand recurring software spend and upcoming renewals.
See repeat charges and recurring subscriptions.
Know which subscriptions are approaching renewal.
Get additional context when clients ask where software spend is going.
FAQs
Yes. ClearSpend's Accounting Firm offering is designed for teams managing reconciliation across multiple client organizations.
No. The Accounting Firm plan includes unlimited staff access. Pricing is primarily based around the client organizations your firm manages.
Transactions can be brought into ClearSpend through supported sources including Xero, QuickBooks, Plaid, and supported card statement uploads.
Supporting documents can come from connected sources such as Gmail and Google Drive, as well as direct uploads.
No. ClearSpend works alongside your accounting system. It helps collect supporting documents, match them to transactions, surface exceptions for review, and send completed information back into the accounting workflow.
The transaction remains visible as missing proof. When an owner is assigned, ClearSpend AI sends them an email document request and keeps sending reminders until matching proof is linked. Your firm can see what remains outstanding without manually sending each reminder.
The Accounting Firm plan includes up to 10 client organizations. Additional organizations are $25 per client per month. Firms managing 50+ clients can contact us about volume pricing.