EMAIL INTEGRATION · OUTLOOK

The invoice is buried in a thread.Not anymore.

In a Microsoft 365 shop, vendor invoices arrive as attachments on message twelve of a nineteen-message thread. CashFish lifts each one out, reads it, and queues it for review — while the thread carries on without you.

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01Nineteen messages later

Everyone read the thread.
Nobody recorded the invoice.

A thread is a conversation with an attachment stuck to it. The conversation gets all the attention, and the attachment is the part with the due date.

RE:RE:

Message twelve of nineteen

The invoice sits three replies above the delivery argument, beneath a signature block and a scanned PO. Four people have read the thread this week. The invoice is still not in the books.

invoice_2214.pdf · reply 12

AP@

The shared mailbox nobody owns

Three people can open it, so two of them assume the third is handling it. The cleaning invoice sits unopened for eleven days and then it is simply late.

11 days · unopened

NET 30

Terms that live inside a PDF

Due dates exist, but only in attachments. The payment schedule is whatever somebody remembers on the morning they open the folder.

due dates · inside the file

The same invoice, three copies

The vendor sends it, whoever ordered forwards it, and finance re-sends it just in case. Two of the three get entered, and the ledger says you owe twice.

duplicate · entered twice

Outlook is doing exactly what mail does. It is keeping the conversation, not the accounting.

02What comes in

Attachments, message bodies,
and whole shared mailboxes.

CashFish reads the mailbox the paperwork already arrives in — personal or departmental — and lifts each financial document out of it, thread depth irrelevant.

PDF invoices, PNG and JPEG receipt images, and billing details embedded straight in the message body, including the HTML invoice tables from vendors that never attach a file. Every record keeps the source mailbox it came from.

Microsoft OAuth — read-only access for Outlook.com and Microsoft 365 mailboxes

Vendor invoiceslifted from PDF attachments, however deep in the thread they sit

Receipts & confirmationstravel bookings, subscriptions, supplier payments — each extracted in under 3 seconds

Billing statementsinline HTML billing tables read as accurately as attachments

Shared-mailbox documentsAP inboxes connect alongside personal ones, with records tagged by source mailbox

150 days of historyimported at connection, then a fresh check every 5 minutes

Data flows one direction only — out of your mailbox and into CashFish; nothing is sent, filed, moved or changed in Outlook.

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 week

What the inbox
was already holding.

A week of the AP mailbox, exactly as it arrived: the subject line, the fields CashFish pulled off the document, and where the record went. One is held for a person to look at.

RE: RE: March delivery — revised schedule

Meridian Office Supply · AP mailbox

READinvoice #2214 · $184.50 · due Apr 10

Invoice → Payables

Invoice attached as agreed

Brightline Cleaning · AP mailbox

READmonthly service · $320.00 · Net 30

Invoice → Payables

Your Delta flight confirmation

Delta · J. Alvarez

READflight · $412.60 · Mar 28

Receipt → Travel

Your monthly bill is ready to view

SaaS vendor · no attachment

READinline HTML table · $96.00 · Mar 20

Bill → Software

Statement of account — February

Meridian Office Supply

READstatement · 3 invoices reconciled

Statement → Meridian

FW: Invoice attached as agreed

CC'd copy · forwarded internally

READsame $320.00 as the original

Held — duplicate skipped

Read-only throughout. No reply was sent, no message was moved to a folder, nothing was marked read or deleted — the threads look untouched because they are.

04What changes

Payables that
line themselves up.

Once documents leave the thread, three things follow: the record exists, the due dates form a schedule, and a person still signs off before anything counts.

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

The attachment leaves the thread

An invoice on message twelve is still an invoice. CashFish lifts the PDF, reads vendor, amount and due date, and creates the record — the thread itself stays exactly as it was.

Payables line up by due date

Extracted due dates turn a pile of emails into a schedule. You see what's owed and when — before anything is late, not after.

Due Apr 10

$184.50

Due Apr 15

$320.00

Due Apr 30

$412.60

Nothing posts without a person

Every extraction waits in a review queue. Duplicates from CC'd copies and re-sent threads are filtered out before you ever look at the list.

3 awaiting reviewVendor matched: BrightlineCC'd duplicate skipped

05How to begin

Three steps,
one of them your IT policy.

Microsoft runs the sign-in. Some tenants add an admin-consent screen before an app can read mail — that step belongs to your organisation, not to us.

Works with Outlook.com, Hotmail and Microsoft 365 accounts. On some work tenants Microsoft shows an admin-consent step first — that's your IT policy, not ours.

Grant read-only mail access

CashFish requests reading permissions only. Disconnecting — from your Microsoft account or from CashFish's Connection Health panel — cuts access immediately.

Review the backfill

The first pass imports 150 days of mail; after that, CashFish checks every 5 minutes. Extracted invoices and receipts hold in the review queue until someone approves them.

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

06Connections that pair with it

What sits well beside Outlook.

GmailReceipts, invoices and bills read out of Gmail through read-only Google OAuth.OneDriveThe same document link-up, for teams already living in Microsoft 365.Microsoft TeamsAlerts and approval prompts posted into the channels you map.XeroYour existing accounting history, imported one way into CashFish. Nothing is written back.

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

Point CashFish at your Outlook mailbox.
Every extraction still waits for you.

Microsoft OAuth, nothing written back, every extraction held for approval. The trial runs 4 days, fully refundable.

Outlook connects on the Starter plan. Bank sync and store, CRM and payment connections are where Growth comes in; approval routing across a team needs Teams.

$5/month billed yearly ($60) · or $8 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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08Straight answers

What people ask
before connecting Outlook.

Personal Microsoft accounts (Outlook.com, Hotmail, Live) and Microsoft 365 business accounts on Exchange Online. On-premises Exchange servers are not supported.