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.
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.
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.
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.
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.
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.
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.
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.
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
Go to Manage → Integrations → Connect your card in the sidebar .
2
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.
Connect
How to connect your bank + ClearSpend
1
Open Integrations
Go to Manage → Integrations → Connect your card in the sidebar .
2
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.
Connect
How to connect your bank + ClearSpend
1
Open Integrations
Go to Manage → Integrations → Connect your card in the sidebar .
2
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.
Capabilities
Visibility and reconciliation, built in
See every charge on linked accounts and match each one to the invoice or receipt already in ClearSpend.
Capabilities
Visibility and reconciliation, built in
See every charge on linked accounts and match each one to the invoice or receipt already in ClearSpend.
Get full charge visibility and automatic reconciliation when bank linking launches
Simplify web data extraction with Pline
Get full charge visibility and automatic reconciliation when bank linking launches
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?
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?
FAQs