FINANCIAL OPERATIONS · AI INSIGHTS

Nothing here
rings a bell.CashFish reads
the pattern anyway.

A second subscription to the same tool, a hosting bill that crept up three months running — you'd catch both, eventually, with a spare afternoon and sharp eyes. CashFish doesn't need the afternoon. It compares this week against your own history and writes down, in one sentence, whatever doesn't match.

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Duplicate detectionCost drift trackingRevenue leakage (Scale)Renewal reminders

Scale plan · $44/mo billed yearly ($529) · 4-day free trial · Full refund guarantee

01Nothing here trips an alarm

Nothing here is dramatic.
That's exactly why it hides.

A few dollars here, a few days there — each one too small to chase, until something starts reading for the shape of all of them together.

a second card, same subscription·hosting up a little, again·an invoice, quietly overdue·a vendor's price crept up·a retainer, short by a little·a renewal in three weeks·two receipts, one purchase·spend drifting off pattern·a second card, same subscription·hosting up a little, again·an invoice, quietly overdue·a vendor's price crept up·a retainer, short by a little·a renewal in three weeks·two receipts, one purchase·spend drifting off pattern

DUPLICATE

The same $49 tool, twice.

Design software billed to the company card in January — and, it turns out, to a teammate's card too, every month since. Cancel the second one and $588 a year comes back, unasked.

DRIFT

Hosting crept 18% and nobody signed off.

$210 in June, $248 by September — a few dollars at a time, never enough on any one invoice to notice. CashFish tracks the slope, not just whatever the latest bill says.

OVERDUE

Twelve days late, just sitting there.

Invoice #3052 — $4,100 — passed its due date without a nudge from anyone, because nobody was reading the aging report that week. CashFish was.

None of these needed a warning label. They needed something reading in the background, every week, whether anyone remembered to look or not — readers report $850/mo in savings on average, once the small stuff stops hiding.

02How one insight gets found

One vendor,
six weeks,
one sentence at the end.

Follow a real week of software spend from a quiet baseline to a flagged duplicate. Every stage runs on its own — you only ever see the finding.

Advances on its own — pick a stage to stop it.

01Insight 01 of 06

First, it learns what normal looks like

For one small agency, a few months of categorized history is enough to sketch a baseline: fourteen vendors on a steady cycle, payroll landing on the 1st and the 15th, a January that always runs quieter than the rest. Nothing downstream means anything without that picture first.

14 vendors, steady cyclePayroll · 1st & 15thSoftware ≈ $1,240/moJanuary runs quiet

02Insight 02 of 06

Then a week breaks the pattern

Software spend jumps 38% in a single week. Rather than hand you a chart to interpret, the insight writes the reason in one line — the two new charges behind the jump, named outright.

Week 1

$286

Week 2

$310

Week 3

$298

Week 4

$412+38%

03Insight 03 of 06

The duplicate hiding in plain sight

It turns out one of those charges is a repeat: the same design tool, $49 on the company card and $49 again on a teammate's, both running since January. Cancelling the extra one puts $588 back on the books for the year.

Design tool · $49/mo, company card

Same tool · $49/mo, second card

Both billing since January

Flagged as a duplicate subscription

04Insight 04 of 06

Costs that drift get caught mid-drift

Over three months the hosting bill edges from $210 to $248 — an 18% climb no single invoice ever makes obvious, since each one only looks a little higher than the last. What shows up here is the slope across all of them.

HOSTING, $/MO

05Insight 05 of 06

On Scale, revenue leaks get named too

The leakage dashboard sets contracts against what was actually invoiced — and turns up a retainer agreed at $2,500 that has gone out at $2,200 every month since February. Nobody chose to discount it; the comparison simply hadn't been run.

Contract: retainer · $2,500/mo

Invoiced since February · $2,200/mo

Gap · $300/mo ($3,600/yr)

Source: contract vs. invoice comparison

06Insight 06 of 06

Reminders early, flags once it's overdue

An annual subscription renews April 14 at $1,140, and the reminder lands a full thirty days early, while cancelling is still a real option. Separately, invoice #3052 — $4,100, billed to Ashworth Partners — has sat unpaid for twelve days past due, flagged with enough detail to chase it today.

Renewal in 30 days · $1,140/yrInvoice #3052 · 12 days late$4,100 outstandingSuggested: send a reminder

03Six findings, read at a glance

The feed
reads like a person wrote it.

Every finding CashFish surfaces lands here first — a timestamp, a severity, one sentence, and the inputs behind it.

TODAY 09:14

Duplicate charge caught: same design tool, two cards

Company card + a teammate's card, both since January

TODAY 08:02

Software spend up 38% this week, two charges named

Week-over-week comparison, last four weeks

YESTERDAY

Hosting has drifted 18% over three months

Slope tracked since June, not one single invoice

MON

Invoice #3052 is now 12 days overdue

$4,100 outstanding · Ashworth Partners

FRI

A retainer is under-billed $300/mo against contract

Contract vs. invoice comparison · Scale

3D AGO

Annual renewal flagged 30 days before it charges

$1,140/yr · the cancel window is still open

04The six things it never stops checking

Not clever
on their own.
Together, hard to miss.

Each of these is a small comparison, running quietly in the background. What they add up to is the difference between noticing in month one and finding out at tax time.

01

A baseline built from your own history

CashFish keeps a running picture of your normal — which vendors repeat, when payroll and rent land, which month always goes quiet — because nothing else makes a deviation possible to spot.

NORMAL, MAPPED FIRST

02

Every change explained in a sentence

Each insight spells out what changed, by how much, and exactly which transactions are behind it — a finding you read in one line, not a dashboard you have to interpret.

hosting up 18% since June

ONE LINE, NO CHART

03

Duplicates caught on sight

Two cards billed for the same subscription, one invoice pulled from the inbox twice — CashFish matches the pair and lays both records side by side so you can see exactly what repeated.

SAME AMOUNT · SAME VENDOR

04

Recurring costs, tracked by the slope

A cost that climbs a few dollars a month never trips one clean alarm — so CashFish watches the trend line instead, and flags it before twelve months of small rises add up to something real.

FLAGGED BEFORE IT COMPOUNDS

05

A leakage dashboard, on Scale

Contracts are checked line by line against what was actually invoiced, surfacing under-billing, retainers that quietly lapsed, and the gap between what was agreed and what was collected.

$2,500 AGREED · $2,200 INVOICED

06

Renewals early, late payments flagged

A renewal surfaces before the charge ever lands, and an overdue invoice arrives flagged with its exact number of days outstanding — timed so there's still something to do about either one.

30 DAYS EARLY · 12 DAYS LATE

05What it's worth, on average

Small enough to miss.
Add them up and it's real money.

$0/mo

average savings subscribers report

ACROSS DUPLICATES, DRIFT AND LATE FEES

0days

of history read the moment you connect

A BASELINE FROM DAY ONE

0.0/5

average rating from active subscribers

ACROSS THOUSANDS OF REVIEWS

06Where the comparisons come from

Nothing new to adopt.
Just read a little closer.

Every connection shows its health in settings and can be disconnected at any time. Bank access, where connected, is read-only.

Gmail

Every invoice, receipt and statement read on arrival, compared against your own history

AVAILABLE

Outlook

The same continuous read for Microsoft inboxes — nothing forwarded, nothing retyped

AVAILABLE

Stripe

Charges compared week over week, so one that breaks the pattern gets named

AVAILABLE

QuickBooks

Existing records imported in, one way, so the baseline starts with real history

ONE-WAY IMPORT

Xero

The same one-way import, for books that already live in Xero

ONE-WAY IMPORT

QuickBooks and Xero import into CashFish one way; nothing is written back. Data is protected with 256-bit encryption (SOC 2 Type II, ISO 27001, GDPR).

07The plan that turns it on

It was always in the data.
Now something reads it out loud.

Starter already reads for spending habits, renewal reminders and duplicates. Growth adds vendor and supplier insights once a bank is connected. Scale is where the leakage dashboard turns on — contracts checked against invoices, gaps named in dollars, not just flagged.

$44/mo billed yearly ($529) · or $59/mo monthly

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08Before the trial starts

Questions people ask before they trust it.

No. It flags, explains, and reminds — the decision stays yours. Bank connections are read-only, and CashFish never moves money on your behalf.

Nothing hererings a bell.CashFish readsthe pattern anyway.

Nothing here is dramatic.That's exactly why it hides.

One vendor,six weeks,one sentence at the end.