Every transaction tracked and accounted for

Eliminate blind spots in SaaS spend. Connect bank and card accounts via Plaid to match every charge to its subscription, invoices, and receipts—so nothing goes untracked.

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Capabilities

What Plaid delivers

Capabilities

What Plaid delivers

Capabilities

What Plaid delivers

Visibility

Visibility of every charge

Every charge on your card statement shows up in ClearSpend, including recurring SaaS, team purchases, and card-paid tools that never sent an invoice to finance.

Visibility

Visibility of every charge

Every charge on your card statement shows up in ClearSpend, including recurring SaaS, team purchases, and card-paid tools that never sent an invoice to finance.

Reconciliation

Automatic reconciliation

Each statement charge is matched to its invoice or receipt from Gmail, Drive, and uploads. See what is reconciled and what still needs proof, without manual spreadsheet matching.

Reconciliation

Automatic reconciliation

Each statement charge is matched to its invoice or receipt from Gmail, Drive, and uploads. See what is reconciled and what still needs proof, without manual spreadsheet matching.

Connect

How to connect your bank + ClearSpend

1

Open Integrations
Open Integrations

Go to Manage → Integrations → Connect your card in the sidebar .

2

Click Connect
Click Connect

Click Connect. A Plaid modal opens to choose your institution.

3

Sign in with your bank

Complete Plaid’s authentication flow for the account or card you want to link. You can connect more than one institution over time.

4

Wait for the first sync

After linking, ClearSpend imports recent transactions and matches SaaS charges to subscriptions. The integration card shows the linked institution and last sync time.

Capabilities

Visibility and reconciliation, built in

See every charge on linked accounts and match each one to the invoice or receipt already in ClearSpend.

Full charge visibility

Every charge from linked accounts flows into ClearSpend—surfacing SaaS renewals and spend in real time.

Automatic reconciliation

Each charge links to its invoice or receipt from Gmail, Drive, or uploads, separating reconciled and unmatched spend.


Get full charge visibility and automatic reconciliation when bank linking launches

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FAQs

Common questions

Will ClearSpend see my full card or account number?
Can I link multiple bank accounts or cards?
Does this replace Gmail or invoice uploads?
Does ClearSpend store my banking credentials?
Who can connect or disconnect a bank account?
What should I do if no charges appear after linking?