DOCUMENTS & STORAGEAvailable now · OneDrive

The finance folder you already keep,finally self-filing.

Financial paperwork living in OneDrive or a SharePoint library flows straight into CashFish — no exporting, no re-uploading, no retyping. Files up to 250 MB are read, so year-end bundles come across too.

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Microsoft 365 teamsSharePoint librariesFinance foldersMonth-end reviewers

Starter plan · $5/mo billed yearly ($60) · 4-day free trial · Full refund guarantee

01A library everyone feeds and nobody reads

Filing improved.
The books did not.

The shared library did its job: the paperwork is in one place, named properly, and everyone knows where to put things. What it cannot do is tell you what February cost.

THE HABIT

Everybody files. Nobody reads back.

Priya adds the utilities invoice, Tom adds the card statement, the folder structure holds. Three months later the library is tidy and the numbers are still unknown.

SharePoint › Ops › Bills

THE DETOUR

Download it, re-upload it, retype it

Getting a statement into anything that counts means exporting from OneDrive, uploading somewhere else, and keying the lines by hand — for a file that was already sitting on the server.

export · upload · retype

THE MONTH

Forty-one statement lines and eighty-three receipts that never meet

Both sets exist. Both are correct. Reconciling them is an afternoon of holding one window beside another and ticking things off.

41 lines · 83 receipts

A document library is a filing cabinet with better search. It still needs someone to read it.

02What the library gives up

Personal folders or
a shared library — same reading.

Point CashFish at a private OneDrive folder, a SharePoint-backed library your finance team already shares, or both. Every document arrives as a draft entry linked back to its source file.

One way in. This is a one-way import: CashFish reads from OneDrive and never creates, edits, or deletes files there.

Supplier invoicesread from OneDrive folders or SharePoint-backed shared libraries

Expense receiptsextracted with OCR and linked back to the source file

Card & bank statementsstatement PDFs broken into lines and assigned to their month

Contracts & policiesamounts, dates and terms pulled from the text

Large PDFsfiles up to 250 MB supported, so year-end bundles import too

The Graph scopes requested are the minimum: read access to the folders you select, plus User.Read so your account name can be shown in CashFish settings. No access to email, calendar, contacts or any other Microsoft 365 service is requested.

03The contract, and the date that matters

A statement, an invoice, a policy —
and the dates hiding inside them.

Each file is read once and gives up the same shape: who it involves, what it is worth, and the date that makes it matter this month rather than next. The source file stays linked to the record.

February card statement — 41 linesOneDrive › Finance › Statements

Account — company card
Value — $12,480.22
Period — February

Lines beside the receipts that explain them

Utilities invoiceSharePoint › Ops › Bills

Counterparty — the utilities supplier
Value — −$342.18
Due date — read from the invoice

Payables, linked to the source file

Insurance renewal noticeOneDrive › Finance › Policies

Counterparty — the insurer
Value — −$1,140.00
Renewal — dated in the text

Contract record, renewal date kept

CashFish reads the library. It never edits, moves or deletes the original — no file is created in OneDrive, and nothing counts against your storage.

04What changes

A quarter of filing,
returned as a quarter of books.

Three things that are different a month after connecting OneDrive — with the numbers each one actually produces.

A quarter's folder, fully read

The Q1 library your team has been feeding all quarter comes back as classified entries — 99% extraction accuracy, each record linked to its source document.

Expense receipts

Supplier invoices

Card statements

One library the whole team feeds

On Microsoft 365, point CashFish at a SharePoint-backed shared library. Whoever files the document, the record shows up in the same books.

Filed by Priya — matchedFiled by Tom — matchedLow-quality scan — reviewNon-financial file — ignored

Statements meet their receipts

Card statements imported from OneDrive sit beside the receipts that explain them, so reconciling a month means confirming matches instead of chasing paper.

Feb card statement — 41 linesOneDrive › Finance › Statements$12,480.22

Utilities invoiceSharePoint › Ops › Bills−$342.18

Insurance renewal noticeOneDrive › Finance › Policies−$1,140.00

05Three steps to connected

Connect it once.
Then stop thinking about it.

Three steps — the same three on a personal Microsoft account or on Microsoft 365.

Works with a personal Microsoft account or Microsoft 365. Authentication runs through Microsoft's own OAuth screen — CashFish never handles your credentials.

Choose folders or a shared library

A private OneDrive folder, or a SharePoint-backed library your finance team already shares. You'll need viewing access to whatever library you select.

Review what comes in

Each document arrives as a draft entry linked to its source file, ready to approve, recategorize, or dismiss from the review queue.

Microsoft OAuth (Graph API) — read access to chosen folders

Authentication runs through Microsoft's own OAuth screen — CashFish never handles your credentials. You will need viewing access to whatever library you select, and the connection can be disconnected from the Connection Health panel. Data is protected with 256-bit encryption under SOC 2 Type II, ISO 27001 and GDPR, and every connection can be reviewed or disconnected from the Connection Health panel in settings.

06Connects well with

Documents rarely
arrive from one place.

Outlook

The mailbox the supplier bills already arrive in, with 150 days of history on connect.

Microsoft Teams

Notifications delivered where the finance conversation already happens.

Google Drive

Aim CashFish at a Drive folder and the backlog is worked through file by file.

DocuSign

Completed envelopes become contract records carrying values and term dates.

Duplicate detection runs across every source, so the same invoice appearing in a mailbox and a shared folder is recorded once. Accounting sync with QuickBooks and Xero is a one-way import into CashFish — your accounting file stays the ledger and is never written to. Shopify is in private beta and available by request only.

07The plan for this

Starter reads it.
Teams shares it.

OneDrive import is included from Starter — extraction, classification, expense and subscription tracking and CSV or PDF export. Multi-user access with roles, permissions, admin controls, shared dashboards and a centralized document store is a Teams-plan feature.

OneDrive import is included from Starter. Multi-user access with roles, permissions, and shared dashboards is a Teams-plan feature.

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

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Your subscription begins after the 4-day trial unless canceled beforehand. Full refund guarantee within the first 4 days.

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Make OneDrive part of your month-end. Connect a folder or a shared library and let the documents file themselves into CashFish. Setup takes minutes.

08Straight answers

What people ask
before they connect OneDrive.

Yes. Personal Microsoft accounts and Microsoft 365 Business or Enterprise accounts are both supported, and business users can additionally select a SharePoint document library as an import source.