Numbers you
can defend,from documents
you can trace.
A report is only as sound as the weakest document underneath it. CashFish reads each invoice, bill and statement the same way every month, files it by rule instead of by memory, keeps the source page attached to the record — and hands your team a close that is read through rather than rebuilt.
Teams plan · $96/mo billed yearly · 4 users included · 4-day free trial · Full refund guarantee
The close runs
on heroics.
Between the first export and the final board pack sits three weeks of copying, checking and checking again. Every figure is accurate at the moment it is typed and slightly wrong by the time it is read out loud.
None of it is a modelling problem. The whole structure rests on classifications made one document at a time, by hand, under deadline — so the fix has to start where the documents land.
One bill, and everything
that happens to it.
A bill arrives in the shared inbox. Two and a half seconds later it is a record with a vendor, an amount, terms, a due date and a category chosen by the same rule that filed its predecessor — with the original page still attached to it.
Email extraction reads Gmail, Outlook and any IMAP inbox on every plan, imports 150 days of history and syncs every five minutes. Bank sync arrives with Growth; roles, shared dashboards and centralized documents are Teams.
Day three,
and most of the list
is already green.
This is October’s close as CashFish holds it: what the rules settled on their own, what a person still has to look at, and whose name is against each line. Two hundred and fourteen documents read, eight of them stopped for a person.
Nothing on this list is being reconstructed. Each line is a record that already exists, waiting for somebody to agree with it — which is how a close turns into a read-through instead of a rebuild.
Four things a finance lead should
never have to rebuild to see.
A forecast that shows its working
Projections are assembled from your own history: open receivables, scheduled payables and recurring patterns. They are presented as estimates — which is what an honest forecast is — and they move the moment the records under them move.
Aging you can act on
Receivables and payables share one view — current against overdue, money owed against money due. The two clients holding most of the past-due balance stop hiding inside a column of an export.
Classification that repeats itself
This month’s report is built the same way last month’s was, because the rules did the filing both times. When a document does not fit one, it waits in review rather than quietly landing in a category and a chart.
Permissions shaped like the department
On Teams, capture, approval and administration are distinct roles with their own access, and team activity is visible across the workspace. Traceability starts with knowing who did what — and every record keeps its link back to its document.
Plan boundaries, plainly: bank sync and store integrations start at Growth, and so do forecasting, contract extraction and business health scoring. Advanced forecasting, the revenue leakage dashboard, contract intelligence with renewal alerts and the custom API are Scale features. Multi-user roles, permissions, admin controls, shared dashboards, team activity and centralized documents are Teams. Scenario simulation is not live on any plan yet.
Small numbers,
with sources.
The first three describe the October on this page. The fourth is the published range across the teams already closing this way — not a promise about yours.
Sample figures on this page belong to one invented month at one invented company — Ironwood Co, Bluepeak and Atlas Advisory are illustrations, not customers.
Six sources reporting in —
and none of them retyped.
Every source on this rail is included on Teams. Gmail, Outlook and IMAP extraction runs on every plan; the wider app integrations, Slack and Zapier among them, start at Growth, and webhooks and custom API keys are Scale and Teams. Bank access is read-only across 12,000+ banks from Growth upward, data is protected with 256-bit encryption (SOC 2 Type II, ISO 27001, GDPR), and every connection can be reviewed or disconnected from the Connection Health panel in settings.
Close the month.
Stop rebuilding it.
Teams is the plan because a finance department is more than one login. Roles and permissions, shared dashboards, centralized documents and visible team activity — with four users included — are what the close on this page runs on.
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. Additional users are $15/mo billed yearly, or $19/mo monthly.
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