AUTOMATED FINANCE MANAGEMENT

Nobody opened
the laptop.Tuesday got
filed anyway.

Connect an inbox, a read-only bank feed and your store once. After that a loop keeps its own hours: sweep, extract, match, file the calls it is confident about, hold the ones it is not. What follows on this page is that loop on an ordinary Tuesday — the version where you arrive at 8:40 and two things are waiting.

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01The pile that grows while you work

Manual finance isn't hard.
It is just never finished.

Nothing about filing a receipt is difficult. The difficulty is that receipts keep arriving while you are doing the work that earned them — so the job is never completed, only postponed to a worse evening.

+3

Monday

Three receipts, unread at midnight

The hosting renewal, the courier, and the coffee that was actually a client meeting. You will remember two of the three on Sunday.

+12

Wednesday

A payout lands and nobody knows what is inside it

$1,846.20 arrives from the processor. Which orders, which fees, which refunds — the answer sits in three dashboards nobody has open on a Wednesday.

+28

Friday

The supplier bill is due in a week and lives in a thread

Net 30 was agreed inside the PDF. The due date exists only in the document, which means for practical purposes it exists nowhere.

+41

Sunday

Two hours you were not going to spend, spent

Laptop open at the kitchen table, forty-one documents deep, sorting a week you have already stopped being able to remember.

Not one of those tasks was a decision. Each was a person being awake at 6:04 in the morning — the one job software is genuinely better at.

02One day, two columns

Four hours of it happened
before you woke up.

The sweep runs every five minutes whether or not anyone is watching it, and each document it finds is read in under three seconds. Here is one Tuesday, laid out by who did the work.

INBOX SWEEP · EVERY 5 MINUTES · EXTRACTION UNDER 3S

RUNS ON ITS OWNCOMES TO YOU

AUTOMATIC

A payout lands before anyone is awake

$1,846.20 from Stripe. The 23 store orders behind it were already on file from the WooCommerce feed, so it arrives carrying its own explanation.

06:04

AUTOMATIC

The sweep finds three documents

Two receipts and a supplier bill, read in under three seconds each. None of them is a copy of something already filed — the check happens before the filing does.

06:05

AUTOMATIC

The payout is taken apart

$1,903.40 gross across 23 orders, $57.20 of processing fees moved onto their own line, and the read-only bank feed confirming that $1,846.20 actually arrived.

06:07

AUTOMATIC

Twenty-six records go through categories

Twenty-four file themselves. Two do not: a supplier you have never paid before, and a receipt that could honestly be one of two things.

06:09

AUTOMATIC

The dashboards have already moved

Cash position, revenue, payables and the subscription list are current. There is no refresh button on this page because there is nothing left to refresh.

06:10

08:40

YOUR CALL

You deal with the two that were left

You confirm the new supplier is materials, and put the courier receipt on the Hale project. Total time at the desk before the real work starts: about five minutes.

26 records touched24 filed without a person2 held for a decisionabout 5 minutes of desk time

03Rules that run without you

You set the rule once.
It keeps its own hours.

Each rule is one sentence long: when this arrives, do that, and here is who looks at it afterwards. Nothing is hidden behind a setting you have to go hunting for, and any of them can be switched off.

OnWhenA receipt arrives in a connected inboxThenVendor, amount, date and tax are extracted and the record is filed to its categoryChecked byNobody — unless the category is uncertain

OnWhenThe same document arrives a second timeThenIt is matched to the original and held rather than counted twiceChecked byYou, from the flagged list

OnWhenA vendor appears that you have never paidThenThe record is created with the category deliberately left emptyChecked byYou, before it files

OnWhenA Stripe payout settlesThenIt is matched to the orders behind it and the processing fees are split onto their own lineChecked byNobody — the bank feed confirms it

OnWhenA bill carries payment termsThenIt joins payables with its due date read straight out of the documentChecked byYou, when the reminder arrives

OffWhenA charge repeats month after monthThenIt is marked a subscription and watched, with a reminder before the next renewalChecked byYou decide to keep it or drop it

A rule can read, match, file, flag and remind. It cannot send money, pay a bill, issue an invoice or overwrite a decision you have already made — bank access is read-only, and accounting sync with QuickBooks or Xero imports one way, into CashFish. Anything a rule is unsure of waits for a person instead of guessing, and every record it does file keeps its source document attached, so a wrong call takes one correction.

04Six jobs on the same clock

Six jobs, and not one
of them waits for you.

None of these is a feature you open. They are things that have already happened by the time you look — which is the only definition of automation that is worth paying for.

01

The sweep, every five minutes

Connected inboxes are checked around the clock. A new receipt, invoice or bill is read and filed in under three seconds — usually before you know it landed.

02

Feeds instead of downloads

Read-only bank sync, Stripe and WooCommerce deliver actuals continuously, so records track the money without anyone exporting a statement. Growth and above.

03

Confident calls file. Unsure ones wait.

A classification the system is sure of goes to its category. One it is not sure of is held with the reason attached, so what reaches you is a question, not an inbox.

04

The same receipt, twice

Forwarded once and found again in a statement, a duplicate is matched to the original and held instead of quietly doubling a cost you only paid once.

05

What you owe, what you are owed

Due dates come out of the documents themselves, so payables and receivables stay current without a diary entry. Automatic payables and receivables start on Growth.

06

The charges that repeat

A recurring charge is recognised as a subscription and tracked, with the reminder arriving before the renewal rather than on the statement afterwards.

0+ hrs

a week that CashFish members report getting back

every 5 min

the sweep checks every connected inbox

under 3s

per document, from found to filed, at 99% extraction accuracy

05What feeds the loop

The loop only runs on
what you connect to it.

Inboxes

Gmail, Outlook and any IMAP mailbox — the sweep reads receipts, invoices, bills, statements and contracts as they arrive, and imports up to 150 days of history when you connect.

EVERY PLAN

Banks

Read-only sync across 12,000+ banks confirms that money actually moved, so a filed record and a bank line agree without anyone reconciling them by hand.

GROWTH +

Stores and payments

Stripe and WooCommerce feed orders and payouts into the same loop. Shopify is in private beta — you can request access rather than connect it today.

GROWTH +

Also Yahoo Mail, iCloud Mail, Zoho Mail, Google Drive, Dropbox, OneDrive, Notion, Square, PayPal, BigCommerce, Slack, Zapier and webhooks, plus 1000+ apps from Growth. QuickBooks and Xero import one way into CashFish, never back out. Data is protected with 256-bit encryption under SOC 2 Type II, ISO 27001 and GDPR, bank access is read-only, and every connection can be checked in the Connection Health panel or disconnected from settings at any time.

06Growth, and why

Switch it on tonight.
Meet it at 6:04.

The inbox half of the loop runs from Starter. Growth is the plan on this page because the continuous half starts there: read-only bank sync across 12,000+ banks, the Stripe and WooCommerce feeds, automatic payables and receivables, and vendor insight.

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

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07Handing it over

Before you hand it over.

The five-minute inbox sweep, extraction at under three seconds a document, duplicate screening, matching against the bank and store feeds, every categorisation the system is confident about, and the dashboard updates that follow them. It is a loop on a clock, not a button you press.

Start managing money smart.

Start managing money smart.

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