CASHFISH FOR ENTERPRISE FINANCE

Every number
in the group packwas approved by
someone with a name.

Group finance is not one company's books — it is four sets of them, arriving at four different speeds. CashFish gives every entity its own workspace and its own roles, queues each incoming document for the person allowed to act on it, and rolls only approved records into one consolidated view: cash, receivables, and what is still waiting.

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Multi-entity groupsGroup financeShared servicesOperations & admin

Teams plan · $96/mo billed yearly · 4 users included · 4-day free trial · Full refund guarantee

01Four sets of books, one meeting

A group figure assembled
by hand is a guess with a font.

None of this is anyone's fault. Four companies, four inboxes, four ways of naming a file — and one number expected on Monday that no single system can produce.

01THE DECKThe board pack carries a number the ledger has never seenOne person exported on Tuesday, another edited a cell on Thursday, and the figure that reached the slide is whichever file happened to be open that afternoon.

02THE APPROVALNobody can say who approved the $12,400The bill was paid, so somebody must have said yes. Three people remember discussing it. The approval itself is a forwarded thread that ends in two words, attached to no record.

03THE DOUBLEThe same vendor bill reached two of the companiesOnce to the shared inbox, once to the manager who owns the relationship. Both were entered, under two entities, three days apart. Only one of them has been noticed.

04THE CLOSEConsolidation is four exports and a lost weekendEach company finishes on its own schedule and hands over a spreadsheet with its own tab layout. The group figure is assembled by hand on Sunday and defended in a meeting on Monday.

Four companies cannot share a spreadsheet. They can share a system where a record is approved once, by a named person, and read everywhere after that.

02Connected once, centrally

Every source in the group,
on one board.

An admin connects each mailbox, bank feed and processor once, and assigns it to the entity it belongs to. After that the documents arrive on their own — invoices, bills, statements and contracts — read within seconds of landing, with the fields pulled out and the original file kept attached.

MailboxesGmail, Outlook or IMAP — one per entity, or a shared payables inbox

Bank feedsRead-only, across 12,000+ banks, so payments match the bills that raised them

ProcessorsStripe and store integrations, tied to the entity that trades on them

History150 days imported the day a source connects, so the first month is not empty

SOURCEENTITYLAST READ

Gmail · accounts payableHarbor & Co.2 min ago

Outlook · finance inboxNorthwind Media4 min ago

IMAP · billing mailboxBluepeak3 min ago

Bank feed · read-onlyHarbor & Co.5 min ago

Bank feed · read-onlyCoastal Partners5 min ago

StripeNorthwind Media1 min ago

QuickBooks · import onlyBluepeakhourly

Google DriveGroup · sharedneeds reconnect

Connection health · any source can be disconnected in settingssync every 5 min

Extraction runs at 99% accuracy in under three seconds, duplicates are matched before anything is posted, and every connection keeps a health state an admin can see. When one goes quiet — the reconnect above — it says so, instead of silently missing a week.

03The controls, one by one

Governance is five small
habits, made automatic.

None of it is new to a finance team. What is new is that it happens on its own, in the same place, for every company in the group.

A workspace for every entity

Sources, documents, vendors and dashboards belong to one company. Someone who works across two of them switches workspace; someone who works on one never sees the others.

HC · Harbor & Co.NW · Northwind MediaBP · BluepeakCP · Coastal Partners

Access follows the role, not the shared password

Admins configure connections, finance reviews and approves, operations contributes vendors and payables, leadership opens dashboards. Permissions are set per workspace, so the same person can approve in one entity and only read in another.

admin · connects sources, issues seats, revokes accessfinance · reviews the queue, approves recordsviewer · dashboards, nothing editable

Every approval carries a name and a time

A vendor invoice is extracted the minute it arrives and waits for whoever is allowed to approve it. When they do, the approval joins the record — original document still attached — and team activity keeps the trail.

09:14vendor invoice · $12,400 · extracted for Harbor & Co.09:15routed to finance · viewers never saw it11:40approved · attributed · live in every dashboard at once

The bill that arrived twice is held, not posted

Duplicate detection compares each new document against records already in the system, across entities. The second copy is held with a link to the first, and a person decides which company it belongs to.

INV-4482 · $12,400 · approved · Harbor & Co.INV-4482 · duplicate held · matched to the record above

Your stack keeps its plumbing

API keys, webhooks and Zapier move records in and events out, so an approval in CashFish can reach the systems your operations team already runs. Available on Scale, and included with Teams.

API keysWebhooksZapierSlack alerts

04The entity roll-up

Four companies add up
without anyone adding them.

Each entity keeps its own workspace, its own people and its own sources. The group line underneath is not a fifth spreadsheet — it is the same approved records, counted once.

EntityCashReceivablesWaiting

Harbor & Co.trading · shared payables inbox$0$03

Northwind Mediaservices · Stripe billing$0$0none

Bluepeakdistribution · QuickBooks import$0$01

Coastal Partnersprojects · newest workspace$0$05

Meridian Group · consolidatedone dashboard · identical for every seat that opens it$0$09

shared dashboards are built from approved records onlyread at 09:00 this morning · nine records still waiting on an approvera waiting record is visible, and counted — just never in the cash line

05What the close looks like after

The month-end meeting stops being
a negotiation between exports.

entities under one account

each with its own workspace, sources, people and permissions

consolidated cash

assembled from approved records, not from four exports

records waiting this morning

named, routed, and visible to the people who can clear them

2–3 days

to close, from 3–4 weeks

our published month-end figure — an average, not a promise about yours

Documents are read within three seconds of arriving at 99% extraction accuracy, sources are re-read every five minutes, and 150 days of history import the day a source is connected. Forecasts of cash, receivables and payables are estimates built from that history and your recurring patterns — useful for planning, never a promise.

06What plugs into the group

The systems each team lives in
report to the same record.

Salesforce

Accounts and opportunities line up with the entity that will invoice them.

AVAILABLE

HubSpot

Deals arriving from the pipeline keep their owner, so revenue has a person beside it.

AVAILABLE

QuickBooks

Imports one way into CashFish. Your ledger stays where your accountant expects it.

AVAILABLE

Slack

A record waiting on an approver can announce itself in the channel that owns it.

AVAILABLE

Zapier

Approved records trigger whatever your operations team has already automated.

AVAILABLE

API keys & webhooks

Records in, events out — with credentials your admins issue and revoke.

AVAILABLE

Also Outlook, IMAP, Pipedrive, Zoho CRM, Google Drive, OneDrive, Dropbox, Microsoft Teams, Square and PayPal. QuickBooks and Xero import one way into CashFish. Bank access is read-only, data is protected with 256-bit encryption (SOC 2 Type II, ISO 27001, GDPR), and an admin can disconnect any source from settings at any time.

07Teams, and why

Connect the first entity today.
Add the other three this week.

Teams is the plan because multi-user access, roles and permissions, admin controls, shared dashboards, team activity and centralized documents live only there. Four users are included; extra seats are $15/mo each billed yearly, or $19/mo monthly.

$96/month billed yearly ($1,149) · 4 users included · or $129 monthly

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Your subscription begins after the 4-day trial unless canceled beforehand. Full refund guarantee within the first 4 days.

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08The questions a group CFO opens with

Six questions,
answered plainly.

Yes. Teams is the multi-user plan: role-based permissions and admin controls decide, per workspace, who connects sources, who reviews documents, who approves records and who only opens dashboards. Four users are included and you add seats as the finance function grows.