Close the
monthwith the paperwork
still attached.
2026
Nobody hired you to retype a vendor name. CashFish reads the invoices, receipts, bills and statements out of your clients’ inboxes and folders, lifts the vendor, amount, date and a suggested category off each one, and hands you a queue to judge. What you approve becomes the record — and the original document stays clipped to it, through the dashboard and out the other side as CSV or PDF.
Growth plan · $29/mo billed yearly · 4-day free trial · Full refund guarantee
The records exist.
Reuniting them is the job.
None of this is accounting. It is retrieval — done by search bar, in the last week of the month, by the one person in the arrangement whose time is worth the most.
Every document arrives
already typed.
You decide what it means.
Connected inboxes are read every five minutes, and connecting one brings up to 150 days of history with it; client folders on Drive, Dropbox and OneDrive connect alongside them. Vendor, amount, date and a suggested category come off each document at 99% accuracy, usually in under three seconds. Whatever the extraction is unsure of does not get a guess — it gets held.
One pack at the end
of the period, and
every line can prove itself.
This is what the month hands over: not a spreadsheet rebuilt from four sources, but the approved record set with its evidence still attached. Open any figure and the document behind it opens too — the invoice, the bill, the photographed receipt.
CashFish does not file taxes and does not give advice. It prepares and evidences the records; the return, the adjustments and the professional judgment stay with you and the client’s tax preparer. Sample figures shown for one August.
The typing, the sorting, the chasing — handled below you.
Nothing here replaces a decision you would want to make. It removes the four hours of preparation in front of each one.
Extraction does the typing
Each invoice, receipt, bill and statement is read on arrival and comes back as fields, not as an attachment to open later. The file itself stays on the record, so the extraction is always checkable against the paper it came from.
Categories recommended, never assumed
Suggestions are made against the category structure you have approved, and your corrections shape the next ones. Anything ambiguous is flagged instead of filed, and the same bill arriving in two mailboxes is caught before it doubles an expense.
August, across three connected inboxes.
Payables and receivables assemble themselves
A bill read from the inbox carries its due date; an invoice raised becomes a receivable the day it goes out. With read-only bank sync across 12,000+ banks, incoming payments match against them, so “who still owes what” is a screen rather than a reconstruction. Both arrive with Growth.
Reporting built only from what you approved
Period dashboards and exports draw on the approved set and nothing else, which is why the four held items are missing from August rather than quietly included in it. Every line in a report opens the document underneath.
August expenses · the four largest of nine categories · $9,850 of $10,750.
A close measured
in days,
not in weekends.
Most of a month-end is retrieval, and retrieval is what stops. The judgment stays exactly where it was — it just starts on a set of records that is already complete, already categorized and already carrying its evidence.
An illustrative curve between the two figures CashFish publishes: a three-to-four-week manual close, and a two-to-three-day close once the records are extracted and approved. Your own periods will not look like this one. Forecasting inside CashFish is an estimate drawn from history, receivables, payables and recurring patterns — never a promise.
The client’s mailbox, the client’s folder — and the years before you.
Also Yahoo Mail, iCloud Mail, Zoho Mail, plain IMAP, OneDrive, Stripe, Square, PayPal, DocuSign and Zapier. Bank access is read-only across 12,000+ banks on Growth and above. Data is held under 256-bit encryption with SOC 2 Type II, ISO 27001 and GDPR compliance, and any connection can be reviewed or disconnected from the Connection Health panel in settings.
Start with one client inbox.
Five months of it organize themselves.
Starter already reads documents, classifies them and exports CSV and PDF. Growth is the plan for period work because it adds read-only bank sync, the one-way QuickBooks and Xero import, and automatic payables and receivables — the parts a close leans on. Judge it on a real client’s backlog inside the trial.
4-day free trial · Full refund guarantee
Your subscription begins after the 4-day trial unless canceled beforehand. Full refund guarantee within the first 4 days.
Compare all plans →The fine print of it.
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