Thirty-four placesyour business writes things down. One place it all lands.
CashFish · one record34 sourcesall read-onlyThe receipt is in a mailbox, the hours are in a calendar, the sign-off is in a project tool, the payout is with a processor and the signed contract is in a folder someone named twice. Every connection below reads one of those sources and puts what it finds in the same set of records — held for your review before any of it counts.
Growth plan · $29/mo billed yearly · 4-day free trial · Full refund guarantee
Nothing was lost.
It was just filed apart.
Here is everything your business already knows about one client, Harbor & Co., on a Tuesday in April. All of it is true. None of it is in the same place, and none of it can answer the only question that matters.
Connecting a source is not about having fewer apps. Your team likes those apps. It is about one record that already knows what the apps have been saying all along.
0 connections,
eight kinds of evidence.
Grouped by what a source actually contributes rather than by which logo is biggest. Open any one for its exact scope, its setup steps and what it does not do.
Where the paperwork actually arrives
Calendar & Meetings
The hours you give a client, on the client's record
Tasks & Projects
Delivery telling billing what happened
CRM & Sales
Who you are talking to, and what it is worth
Financials
Money that has already moved
Documents & Storage
The signed version, and where it ended up
E-commerce
Orders, fees, and what is actually left
Automation & API
Everything else you want to route in
Shopify is in private beta and connects per store after an access request — it is not switchable on today. Any mailbox that speaks IMAP connects whether or not its provider is named above, and Zapier, webhooks and API keys cover the tools that are not here yet.
A connection is
a promise about
one kind of record.
Read it as a contract. Each category says what it is allowed to contribute to your books and how often it turns up — nothing more is implied, and nothing quietly extends.
Every connection in this table is read-only in the direction that matters: documents, events and balances travel into CashFish, and your source of truth stays where it is. QuickBooks and Xero import one way and are never written back to. Each connection shows its status in the Connection Health panel in settings, and can be disconnected there at any time — the records it already created stay yours.
Three screens,
about a minute,
and it is reversible.
The same shape every time, whichever of the 34 you pick. If any step asks you for a password belonging to another service, you are in the wrong place — CashFish does not have one of those fields.
You sign in on the provider's own page — Google, Microsoft, Stripe, Zoho — and approve a read scope. CashFish never has a password field for another service. Where a provider prefers app passwords or API keys instead, those are scoped and revocable from the provider's side.
Per calendar, per folder, per list, per mailbox, per store. The work calendar comes in and the family one stays out; the delivery list connects and the internal ops board does not. You can change the selection later without reconnecting.
Every extraction lands in a review queue with the original document one click behind it. Duplicates are filtered before you see the list. Approve, recategorize or dismiss — nothing becomes a record because a machine felt confident.
Access you granted,
and can take back.
Connections are the part of a finance tool that deserves the most suspicion. So the answers are short ones: read scopes, audited controls, and a panel that shows every live connection with a disconnect button beside it.
CashFish does not move money, does not file taxes and does not replace an accountant. It reads what you connect, keeps the original beside the record, and hands the picture back to you.
Connect the three that
would change your week.
Growth is the plan on this page because it opens the connections most of this catalog lives in: read-only bank sync across 12,000+ institutions, store and payment integrations, CRM Lite, and the 1000+ app integrations that calendar and task tools connect through.
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 six questions
people ask first.
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