Transactions & matching
Spend less time reconciling.Close faster.
ClearSpend AI brings your transactions, invoices, and receipts into one workspace — then matches each charge to its proof so your team stops reconciling by hand.
7-day free trial. No credit card required.
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 threads. 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 it works
From scattered records toaudit-ready transactions
Connect your sources once. ClearSpend AI keeps matching charges to proof in the background.
Connect your documents
Link Gmail and Google Drive or upload invoices and receipts directly.
Connect your transactions
Bring in charges through Plaid, card statement uploads, Xero, or QuickBooks.
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.
What changes
Less chasing. More closing.
10 hrs
Saved each month on manual invoice and receipt matching
94%
Of charges auto-matched once your sources are connected
0
Spreadsheets needed to track missing proof
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
Integrations
Connect where transactions and documents already live
Bring charges and proof into ClearSpend AI from Gmail, Drive, cards, and your accounting platforms.
Explore all Integrations
Close the books with every transaction accounted for
FAQ
Common questions
ClearSpend AI links each bank or card charge to the invoice or receipt that proves it. When a match is confident, it happens automatically. When something is missing or unclear, the charge stays in your review queue until it's resolved.
You can connect Plaid, Xero, QuickBooks, or upload card statements. ClearSpend AI pulls charges into one workspace so matching happens in one place — not across tabs and folders.
Connect Gmail and Google Drive or upload documents directly. ClearSpend AI identifies relevant financial documents and pairs them with the transactions they belong to.
Unmatched transactions are flagged automatically. ClearSpend AI can follow up with the relevant owner to request the missing invoice or receipt, so your team isn't chasing Slack threads.
No. Once sources are connected, most charges match on their own. Your team reviews exceptions — uncertain matches, missing documents, and amounts that need a second look.
No. ClearSpend AI works alongside your accounting system. It collects, organizes, and matches supporting evidence behind transactions before records reach the rest of your workflow.