Accountants
Make month-end less manual.From document collection to close.
Bring charges, invoices, and receipts together in one place — whether you manage one organization or many — and see exactly what's done and what still needs action.
7-day free trial. No credit card required.
Built for accountants
Less chasing. Cleaner books.
ClearSpend AI helps you standardize document collection and transaction matching — for your own organization or across client engagements — so you spend less time chasing proof and more time closing with confidence.
One workflow that scales
Use the same reconciliation process for your organization or across every client you support — without rebuilding it each time.
Close with confidence
Know what's complete, what's missing proof, and what still needs review before you sign off — on your books or a client's.
Spend less time on manual work
Automate document collection and matching whether you're closing your own books or managing a growing client list.
Close-ready visibility
Know what needs your attention
Less time checking status. More time finishing the work and advising stakeholders.
Are the books ready to close?
Which transactions are still missing proof?
Which records need review before sync?
What recurring costs need attention?
What's renewing before the next billing cycle?
Where does the team still need to act?
Know where things stand
See missing proof without another chase.
ClearSpend AI brings transactions and supporting documents together and shows reconciliation progress at a glance — for your books or each client organization you manage.
- Matched · Missing proof · Needs review
- Your team handles exceptions. You see what's done and what's still open.
One connected workflow
Reconcile once. Keep your books updated.
Transactions flow from Xero or QuickBooks into ClearSpend AI, where they're matched with invoices and receipts from Gmail, Drive, and uploads.
- Completed records sync back — without re-keying the same data twice.
- Collect → Match → Review → Sync back
Beyond reconciliation
Understand recurring spendbefore the next charge
ClearSpend AI gives you visibility beyond individual transactions — useful when leadership or clients ask what's renewing, what's recurring, and where spend is going.
See recurring spend
Spot subscriptions and repeat charges before they become a surprise on the books.
Stay ahead of renewals
Flag upcoming renewals before another charge goes through.
Answer questions faster
Use matched records and spend context when leadership or clients ask what the business is paying for.
FAQs
Common questions from accountants
Yes. Use ClearSpend AI for your in-house books or across the client organizations you support — with the same reconciliation workflow.
It collects invoices and receipts from connected sources, matches them to transactions automatically, and surfaces only what's still missing.
Yes. Transactions can flow in for reconciliation, and completed records can sync back to your accounting system.
Yes. ClearSpend AI shows what's matched, what's missing proof, and what needs review — so you know where to focus before close or handoff.
No. It works alongside your accounting platform by automating collection, matching, and reconciliation around it.