Thirty-eight arrived
over the weekend.Seven of them
need your eyes.
Clients send their money records the way they live: a receipt photographed on a car seat, a bill forwarded three weeks late, a statement locked behind a password. CashFish reads each one as it lands, lifts out vendor, date and amount, holds the second copy of an invoice against the first, and hands you a queue where the only documents still waiting are the ones a person has to settle.
Growth plan · $29/mo billed yearly · 4-day free trial · Full refund guarantee
The judgment was never
the slow part.
The keying was.
Nothing in the day is difficult the way clients imagine. It is that every small decision arrives wrapped in twenty minutes of opening, squinting, typing and filing before anyone can make it.
Volume, not difficulty — which is precisely the half of the work that does not need you.
One photograph in.
Four fields out.
A crooked photo of a supply receipt is still a receipt. CashFish reads it where it lands — inbox, shared folder, forwarded thread — and returns the fields you would otherwise have typed, each shown with how sure it is, and a category suggested from the way you coded that vendor last time.
The photograph stays attached to the record it created, so the answer to "what was this?" is one click away in March.
Six lines,
and that is the whole
morning decision list.
Thirty-eight documents came in between Friday evening and Monday morning: twenty-two receipts, nine invoices, five bills, two statements. This is what they look like once they have been read — a sample of the queue as it stands at nine o'clock.
| Document | Source | Extracted | Confidence | Suggested |
|---|---|---|---|---|
| Rideshare receipt | photo · Sat 18:22 | $23.40 | 99% | Approve · Travel |
| Design tool renewal | Gmail · Sun 06:03 | $15.00 | 99% | Approve · Software & tools |
| Delivery invoice #4482 | Gmail, then Drive | $318.00 | matched | Hold · second copy · confirm |
| Bluepeak Supply receipt | photo · Sat 11:04 | $164.20 | 99% | Approve · Office & supplies |
| Scanned bill | Outlook · Sun 14:47 | $1,236.00 | 81% | Review · total against line items |
| First invoice, new vendor | Gmail · Mon 07:55 | $450.00 | no history | Review · category unconfirmed |
Nothing crosses into the records without you. Extraction sorts and suggests; the approving is yours, in one pass or one line at a time — and anything the reader cannot stand behind waits rather than guesses.
Five habits it takes over,
none of them judgment.
Every document arrives already read and classified, and only the uncertain ones ask for attention. Seven exceptions out of thirty-eight is a different Monday from thirty-eight attachments spread across three inboxes.
The same bill arriving by email and again from a shared folder is ordinary client behaviour. Matching on vendor, amount and date holds the newcomer beside the original and waits for your call instead of doubling the expense.
CashFish recommends the category you gave that vendor before, and sends first-time vendors to you rather than picking one. You make the call once; it is offered the same way afterwards, and you can change it whenever a client's categories move.
An extracted bill becomes a payable with its due date; an extracted invoice becomes a receivable with its terms. Read-only bank sync sits on the same plan, so what has actually cleared shows up beside what the documents said was owed — reconciliation starts from two lists instead of a blank column. Both are Growth features.
Every extracted record keeps the file it came from. When a client asks in March what a line in August was, the receipt opens beside it — and the CSV and PDF exports carry the same trail out to the ledger you keep.
Fast enough that the queue
is never the reason to wait.
The point of the speed is not the speed. It is that documents stop accumulating between the moment a client sends them and the moment you can act on them.
The fields it can stand behind, it fills. The rest come to you instead of into the records.
Reading a receipt, a bill or an invoice takes less time than opening the attachment used to.
Connecting a mailbox imports what is already sitting in it, so a new client file does not start empty.
A connected mailbox is re-read every five minutes, weekends included, so Monday is never the first look.
Across CashFish accounts the average saving is more than ten hours a week, and month-end close moves from three or four weeks to two or three days. Your own numbers will depend on how many clients you carry and how they send things.
Six places clients leave things,
one line into the queue.
Yahoo Mail, iCloud Mail, Zoho Mail and OneDrive connect on the same basis, and Stripe, PayPal, Square and the store integrations join from Growth. QuickBooks and Xero import into CashFish one way only — the ledger you keep stays the record. Bank access is read-only, data is held under 256-bit encryption with SOC 2 Type II, ISO 27001 and GDPR alignment, and every connection shows its health in settings where you can disconnect it at any time.
Connect one mailbox tonight.
Tomorrow's pile arrives sorted.
Growth is the plan for a working practice: read-only bank sync to reconcile against, payables and receivables built from the documents already read, and vendor insight on top of the extraction Starter gives you. Keep the judgment. Give away the typing.
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