Transactions & matching

Every transaction.Matched to its proof.

Bring in transactions, invoices, and receipts. ClearSpend matches the records that belong together and shows you only what still needs attention.

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Before ClearSpend

Reconciliation shouldn't mean searching three different systems.

The transaction is in Xero or your card statement. The invoice is buried in Gmail. The receipt is sitting in Drive. ClearSpend brings both sides into the same workflow.

Transaction reconciliation

Reconciliation without the repetitive work

ClearSpend AI all transactions view
  • Close faster

    Clear confident matches before month-end instead of leaving everything for the final few days.

  • Chase less

    Find invoices and receipts across connected sources and quickly identify what's still missing.

  • Review less

    Focus your team on exceptions instead of manually checking transactions that already match.

  • Stay audit-ready

    Keep each transaction connected to the document that supports it.

How it works

From transaction to reconciled record

Connect your sources once. ClearSpend AI keeps matching charges to proof in the background.

  1. Bring in transactions

    Import from Xero or Plaid, or upload a credit card statement.

  2. Find the proof

    Pull relevant invoices and receipts from Gmail, Google Drive, or direct uploads.

  3. Match automatically

    ClearSpend connects transactions with the invoices or receipts that belong to them.

  4. Review the exceptions

    Only uncertain or incomplete transactions stay in the review queue.

Missing documents

See missing proof before month-end

When ClearSpend can't find supporting proof, it flags the transaction before your team reaches month-end. Keep unresolved transactions in one place, with a clear list of the invoices and receipts still needed.

XYZ Consulting$5,870.00✓ MatchedFigma Inc$75.00Finding…Matching…✓ MatchedStarbucks$199.00✓ MatchedAWS$312.00Finding…Matching…✓ Matched

Xero Integration

Reconcile in ClearSpend. Send completed records back to Xero.

Bring Xero transactions into ClearSpend, match them with supporting invoices or receipts, review the exceptions, then send completed records back to Xero. One connected reconciliation workflow. No repeating the same matching work in two systems.

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

AI assistant MCP

Ask AI about your transactions

OAuth 2.1 authentication — no API keys to manage.Learn more

FAQ

Common questions

ClearSpend leaves uncertain matches for review instead of automatically connecting records it isn't confident about.

Yes. Connect Gmail and Google Drive and ClearSpend can identify relevant invoices and receipts and bring them into your workspace for matching.

The transaction remains clearly marked as missing proof so your team knows what still needs to be collected.

Yes. ClearSpend supports credit card statement uploads for bringing card transactions into your workspace.

Yes. After transactions are matched and reviewed in ClearSpend, they can be sent back into your Xero workflow.

No. ClearSpend works with Xero by handling document collection, matching, and exception review before completed records return to your accounting workflow.

Stop matching transactions by hand

Bring transactions and proof together. ClearSpend matches the records that belong together and gives you the exceptions to review.