EMAIL INTEGRATION · GMAIL

The receipts are already in Gmail.CashFish finds them.

Gmail is where your financial life quietly piles up — order confirmations, subscription renewals, the invoice a client swears they sent. CashFish reads them for you, through a connection Google itself supervises.

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FreelancersOwner-operatorsGoogle WorkspaceInboxes years deep

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01Where the money hides

Nothing was lost.
It was filed under Promotions.

Gmail is very good at sorting mail by how interesting it is. Money is rarely interesting on the day it arrives.

8:14

The order confirmation you never opened

It landed in Promotions, got read by the preview pane on the way to something else, and was never opened again. The $12.98 still left the account.

promotions · unopened

MAR 4

The renewal you meant to think about

The notice arrived three days before the charge, under two newsletters and a delivery update. It surfaced again on the card statement, which is a worse place to meet it.

renewal · seen too late

APR 2

The invoice the client swears they sent

They did. Searching “invoice” returns four hundred results, and the one you need is the one with a subject line that doesn't say invoice.

search · 400 results

TAX

The evening spent scrolling backwards

Nine months of mail, one search box, and a spreadsheet you are typing amounts into by hand. It works. It costs an evening every time.

9 months · typed by hand

None of this is a discipline problem. Mail is a stream, and a stream makes a poor filing cabinet.

02What comes in

Five kinds of document,
one read-only connection.

CashFish looks at what a message actually is, not which tab Gmail decided to put it in. Anything financial becomes a structured record; everything else is left alone.

Attachments and message bodies both count — plenty of vendors never attach a file at all. Duplicate detection runs across everything it reads, including receipts forwarded in from another address.

Google OAuth — read-only mail scope

Receipts & order confirmationsfound across Primary, Promotions and Updates — extracted in under 3 seconds

InvoicesPDF attachments and inline HTML billing, parsed with 99% accuracy

Bills & statementsutilities, cards and service charges classified on arrival

Subscription noticesrenewal emails become reminders before the charge lands

Forwarded documentsreceipts sent on from other addresses are processed like the rest, then deduplicated

Sync is one-way: CashFish reads what Google shows it and writes nothing back — no labels added, no messages touched, nothing sent.

extraction accuracy on the documents it reads

under 3s

from a message landing to a structured record

0 days

of history imported the day you connect

every 5 min

a fresh check for new documents after that

03Six messages, one Tuesday

What the inbox
was already holding.

Six real-shaped messages from one week in March: the subject line as it arrived, the fields CashFish lifted out of it, and the record it became. One is held, because held is the honest answer.

Your Namecheap order confirmation

Namecheap · Promotions

READdomain renewal · $12.98 · Mar 2

Receipt → Software & domains

Your Tuesday morning trip with Uber

Uber Receipts · Primary

READride · $23.40 · Mar 14

Receipt → Travel

Figma — your invoice for March

Figma · Updates

READmonthly seat · $15.00 · Mar 4

Invoice → Software

Your March statement is ready

Card issuer · Updates

READstatement period · Mar 1–31

Statement → Card ····4417

Your plan renews on April 4

Figma · Promotions

READrenewal date · Apr 4 · $15.00

Renewal → reminder set

Fwd: receipt for the Northwind shoot

forwarded by you · Primary

READsame $180.00 as the Mar 11 receipt

Held — possible duplicate

The connection is read-only. Nothing above was sent, labelled, marked read, moved or deleted — CashFish read six messages and left Gmail exactly as it found it.

04What changes

A month you
never typed in.

Three things stop happening once the inbox is being read: receipts stop vanishing, renewals stop surprising you, and the month adds itself up.

Every extraction waits in a review queue. Approve it, recategorize it or dismiss it — nothing counts because a machine said so.

Receipts stop dying in Promotions

Gmail's tabs are good at hiding money. The order confirmation you never opened still counts — CashFish reads across tabs and labels, so the record exists whether you saw the email or not.

Renewals announce themselves

Subscription notices turn into reminders instead of surprises. And when the same receipt arrives twice — forwarded, re-sent, CC'd — duplicate detection keeps it to one record.

Figma renews Apr 414 documents filed this weekForwarded receipt kept once

A month you never typed in

Every extraction lands in a review queue first. Approve it, recategorize it, or dismiss it — the running picture of your spending builds itself either way.

Documents captured per week, March

05How to begin

Three steps,
about a minute.

There is never a password field inside CashFish. Google runs the consent screen, and you can revoke the connection from either side.

Pick Gmail on the Integrations screen. You're sent to Google's own consent page — there is never a password field inside CashFish.

Approve the read-only scope

The only permission requested is reading mail. Revoke it any time from your Google Account or from CashFish's Connection Health panel.

Let the first import run

CashFish works back through 150 days of mail, then checks for new documents every 5 minutes. Everything it extracts waits in your review queue.

256-bit encryptionSOC 2 Type IIISO 27001GDPRDisconnect any time in Connection Health

06Connections that pair with it

What people connect next to Gmail.

OutlookThe same reading, on Outlook.com and Microsoft 365 mailboxes — shared inboxes included.Google DriveDocuments you already store there, attached to the records they belong to.Google CalendarMeetings filed onto the contact record they belong to. Read-only.Yahoo MailIMAP with a Yahoo app password, for the inbox a business quietly grew out of.

Any IMAP mailbox connects the same way. Bank sync across 12,000+ institutions is read-only and opens on Growth, along with store and payment connections like Stripe and WooCommerce; QuickBooks and Xero import one way into CashFish and are never written back to.

07The plan for this

Connect Gmail in about a minute.
The last 150 days come with it.

Read-only Google OAuth, 150 days of history on the first pass, and a 4-day free trial to see what it finds.

Email extraction is included on every plan — Gmail connects from Starter at $8/mo, no upgrade required. Bank, store and CRM connections are what need Growth and up.

$5/month billed yearly ($60) · or $8 monthly

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08Straight answers

What people ask
before connecting Gmail.

It can read mail — that's what the read-only Google OAuth scope grants — but what it acts on are financial documents: receipts, invoices, bills and statements. It cannot send, delete, label or modify anything, and you can revoke access from your Google Account settings or CashFish's Connection Health panel at any moment.