THE INTELLIGENCE LAYER

Your business
has a pulse.Nothing you own
has been reading it.

A receipt on its own is trivia. A bank line on its own is trivia. CashFish reads them where they already live — your inbox, your bank feed, your store — attaches each one to the client and the invoice it belongs to, and turns the whole of it into one number you can read in ten seconds, with the four things that moved it listed underneath.

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Service businessesOnline storesSolo operatorsSmall firms

Growth plan · $29/mo billed yearly · 4-day free trial · Full refund guarantee

01The questions with no owner

The answers are not hidden. They sit in four apps and one memory, and reassembling them costs an afternoon — which is exactly why the question gets asked less and less often.

Naming your revenue is easy.
Everything after that goes quiet.

01

“Are we alright this month?”

the balance in the banking appinvoices sitting in Sentthe card statement, when it comes

answered by feel

02

“What has Bluecrest Studio actually paid us?”

four invoice PDFspayments on the bank linethe thread where the fee changed

twenty minutes of digging

03

“What leaves in the next thirty days?”

subscriptions nobody liststhe supplier bill in an inboxpayroll, obviously

rebuilt from scratch each time

04

“Is this quarter better than the last one?”

a spreadsheet last touched in Marchmemorythe accountant, in April

you find out late

Every one of those answers is already written down somewhere. The work is not finding facts — it is holding them next to each other long enough to mean something.

02One reading, four records

One contract lands.
Four records write themselves.

A signed agreement from Bluecrest Studio lands in Gmail at 09:14 — a $4,800 brand refresh, net 30. CashFish lifts the parties, the value and the dates out of it in under three seconds, keeps the PDF attached, and then does the part that usually falls to you: it tells the rest of your records.

GMAIL · 09:14

Bluecrest Studio

service_agreement.pdf

value $4,800 · net 30signed Sep 2first invoice Oct 2

READ IN 2.4S

The ledgerposted

The agreement posts as a record with the original PDF still attached to it.

The client recordbuilt, not typed

CRM Lite opens a Bluecrest Studio contact, links the email thread, and sets the stage to signed.

Receivablesdue Nov 1

Invoice #118 goes out on Oct 2, net 30. Open receivables move from $9,150 to $13,950.

The estimatean estimate, labelled

November's cash projection absorbs the expected payment the day the invoice is sent.

one document read, nothing retypedInboxes are re-read every 5 minutes · duplicates are caught before they double upEvery extracted field is shown for you to check, and any of them can be corrected

03The score, decomposed

82 is not a verdict.
It's four things you can go and look at.

0

OUT OF 100 · STEADY

Two factors sitting comfortably, two worth a second look this week.

35%

Cash position

$18,420 sitting across the accounts you connected, measured against $11,900 of typical monthly outgoings.

WEIGHT 35% OF THE SCORE

1.5 months of cover

25%

Receivables ageing

$13,950 open across four invoices. The oldest is 21 days out and none of them have passed their due date.

WEIGHT 25% OF THE SCORE

on schedule

20%

Payables due

$4,260 of bills fall inside the next thirty days, and the cash to meet them is already counted above.

WEIGHT 20% OF THE SCORE

covered

20%

Recurring costs

$2,180 a month of subscriptions and retainers. Two of them renew in October at a higher rate than last year.

WEIGHT 20% OF THE SCORE

two worth a look

A score for orientation, not advice. It only ever reads records you can open, it moves when they move, and it never tells you what to do — CashFish does not give financial advice and does not move money. What it is good for is knowing, on a Monday, whether this is a week to look closer.

04What the layer does

The reading carries on
whether or not anyone opens the app.

01

It reads whatever arrives

Receipts, invoices, bills, statements, contracts and proposals are lifted out of Gmail, Outlook or any IMAP mailbox and become structured records — with the original document still attached to each one.

DOCUMENTRECORD

2.4s · 99% accuracy

02

Contacts assemble themselves

CRM Lite opens and updates client and vendor records from the documents and threads already moving through your inbox, so the relationship view is never a separate evening's work.

BSHCNM

3 contacts · 0 typed

03

Both sides of the ledger stay current

Every extracted invoice and bill lands on the correct side with its due date attached, so what you are owed and what you owe are two live totals rather than two piles.

Owed to you

$13,950

You owe

$4,260

04

Signed terms stop being a memory

Values, dates and amounts are read out of signed agreements — what you promised, what it is worth and when it ends becomes a field you can look up rather than a paragraph you half remember.

VALUE$4,800 · net 30

SIGNEDSep 2

ENDSMar 2

05

Estimates that say so

Revenue and expense projections are built from your own history, your open items and the patterns that repeat. They shift as real records land, and they are marked as estimates everywhere they appear.

NOVEMBER · ESTIMATE, NOT A PROMISE

06

A feed of things worth noticing

Spending habits, renewals about to come round and the movement in your business health score surface on their own — observations drawn from records you can open, waiting for the morning you have time.

Two renewals inside 30 days

Software spend up $180 on July

Bank sync, store integrations, CRM Lite, automatic payables and receivables, contract extraction, forecasting and business health scoring are Growth features. Profitability by client and vendor, lead scoring, contract intelligence with renewal alerts and advanced forecasting are part of Scale. Scenario simulation is not live yet and is not counted here.

05Where the records come from

Connect what you already use.
The gaps close on their own.

Gmail

Read where the documents already land, on a five-minute rhythm, with duplicates caught before they double up.

AVAILABLE

Outlook

The same reading and the same rhythm, along with any other IMAP mailbox you decide to connect.

AVAILABLE

Bank feeds

Read-only access to 12,000+ banks, so a payment can meet the invoice that raised it instead of sitting alone on a statement.

GROWTH +

Stripe

Store and payment records join the same picture, alongside WooCommerce and the other store connections.

GROWTH +

QuickBooks

Imports one way into CashFish so the history has somewhere to sit. Nothing is ever written back into your ledger.

ONE-WAY

HubSpot

The CRM you already run sits beside the contacts CashFish builds out of documents and threads.

GROWTH +

Also Yahoo Mail, iCloud Mail, Zoho Mail, Salesforce, Pipedrive, Zoho CRM, Xero, Square, PayPal, Google Drive, Dropbox, OneDrive, DocuSign, Slack, Zapier and webhooks. Xero, like QuickBooks, imports one way into CashFish. Shopify is in private beta — request access rather than expecting it on day one.

06How the reading performs

Fast enough that the picture
is never yesterday's.

None of this is worth much if the reading lags behind the business. The document is a record before you have finished reading the email it arrived in.

0%

extraction accuracy on the documents it reads

under 0s

from a document arriving to a structured record

every 0 min

every connected inbox is checked again

0 days

of history imported the day you connect

Bank access is read-only across 12,000+ banks, data is protected with 256-bit encryption, and CashFish is SOC 2 Type II, ISO 27001 and GDPR compliant. Every connection is visible in the Connection Health panel and can be disconnected from settings whenever you want.

07Where Growth starts mattering

Point one mailbox at it.
Watch 150 days sort themselves out.

Growth is the plan because this is where the records start connecting: read-only bank sync, store integrations, CRM Lite, automatic payables and receivables, contract extraction, revenue and expense forecasting, and the business health scoring the whole page is built around. Starter reads your inbox and runs your budget; Scale adds profitability by client and vendor and contract intelligence on top.

$29/month billed yearly ($349) · or $39 monthly

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08The honest answers

What people ask
on the first read.

Four things, all of them records you can open: the cash sitting in the accounts you connected, how much is owed to you and how old each invoice is, the bills falling due in the next thirty days, and the recurring costs that repeat every month. It is there for orientation — a number that tells you whether to look closer this week. It is not advice, and CashFish does not tell you what to do about it.

Your businesshas a pulse.Nothing you ownhas been reading it.

Naming your revenue is easy.Everything after that goes quiet.

One contract lands.Four records write themselves.

82 is not a verdict.It's four things you can go and look at.

The reading carries onwhether or not anyone opens the app.

Connect what you already use.The gaps close on their own.

Fast enough that the pictureis never yesterday's.

Point one mailbox at it.Watch 150 days sort themselves out.

What people askon the first read.

Your business
has a pulse.Nothing you own
has been reading it.

Naming your revenue is easy.
Everything after that goes quiet.

One contract lands.
Four records write themselves.

82 is not a verdict.
It's four things you can go and look at.

The reading carries on
whether or not anyone opens the app.

Connect what you already use.
The gaps close on their own.

Fast enough that the picture
is never yesterday's.

Point one mailbox at it.
Watch 150 days sort themselves out.

What people ask
on the first read.