EMAIL INTEGRATION · ZOHO MAIL

The billing@ inboxthat sorts itself.

Companies on Zoho Mail tend to have a billing@ address where invoices go to wait. Connect it to CashFish and each document gets extracted, categorized, and queued for a human to approve.

Start your 4-day free trial

Zoho Workplace shopsShared billing@ inboxesMulti-brand operatorsSmall finance teams

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

01A queue with no owner

Three people can open it.
So nobody does.

A shared address is a queue, and a queue only becomes a ledger when somebody types it up. Until then it is a list of unread bold lines.

BILLING@

The address everybody has and nobody owns

Invoices arrive at a mailbox three people can open, which in practice means whoever opens it last is the one dealing with it.

shared · unassigned

×3

The same invoice, CC'd to everyone

The vendor sends #8841 to billing@, to the founder, and to whoever placed the order. Three copies, one payable, and no obvious way to tell from the inbox.

one invoice · three copies

4 SHIP

A statement covering four deliveries

Freight bills monthly across several shipments. The total is easy. The four lines behind it are the part somebody has to break out by hand.

statement · 4 lines

BRAND

Two domains, one set of books

Each brand has its own mailbox, and both sets of costs end up in a single spreadsheet nobody can filter back apart.

2 domains · 1 sheet

Shared inboxes fail quietly. Everything is visible and nothing is assigned.

02What comes in

Personal inboxes,
and the shared one too.

Connect your own address or the mailbox invoices actually arrive at. Both read the same way, and every extracted record keeps the mailbox it came from.

Mailboxes from several custom domains can feed one workspace, so a multi-brand operation keeps per-brand filtering. CC'd copies of the same invoice are caught by duplicate detection before they reach your queue.

Zoho OAuth, or IMAP with an app password — read-only mail access

Vendor invoicesfrom personal and shared inboxes alike, extracted in under 3 seconds

Receipts & confirmationssoftware renewals, freight, supplies — classified on arrival

Statementsmulti-shipment and monthly statements broken into their line items

CC'd duplicatesthe same invoice sent to three people is recorded exactly once

150 days of back mailimported at connection; new mail checked every 5 minutes

CashFish only imports — financial documents flow from Zoho Mail into your workspace, and nothing flows back into Zoho Mail or any other Zoho app.

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 month

What the inbox
was already holding.

A month of billing@ as it actually looked: subject lines, the fields CashFish took off each document, and the record that resulted. One is held, because a co-founder was CC'd on it too.

Invoice #8841 — March packaging order

Northline Packaging · billing@

READinvoice #8841 · $412.00 · due Apr 28

Invoice → Payables

Monthly statement — four shipments

Cordova Freight · billing@

READstatement · $267.80 · 4 line items

Statement → Freight

Your hosting invoice is ready

Attic Hosting · billing@

READhosting · $29.00 · Mar 9

Invoice → Software

Zoho Workplace subscription renewal

Zoho · admin mailbox

READrenewal notice · $27.00

Renewal → Software

Order confirmation — second brand

supplier · accounts@ (brand two)

READorder · $138.40 · tagged by mailbox

Receipt → Materials (brand two)

FW: Invoice #8841 — March packaging

CC'd to a co-founder

READsame $412.00 as invoice #8841

Held — duplicate skipped

Read-only, in one direction. No reply left the mailbox, nothing was filed into a Zoho folder, and nothing was written into Zoho Books or any other Zoho app.

04What changes

An intake pipeline,
not a pile.

The shared mailbox becomes a queue that clears: totals by vendor, records built from the documents themselves, and a review step before anything counts.

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

billing@ clears itself

A shared inbox where invoices pile up becomes an intake pipeline. A month of vendor mail, extracted and totaled without anyone doing the data entry.

Northline Packaging

$412.00

Cordova Freight

$267.80

Attic Hosting

$29.00

Threads become records

Vendor names, amounts and due dates come off the documents themselves. Even Zoho's own renewal notice for your Workplace seats files itself alongside the rest.

Review before anything counts

Extractions hold in a queue until approved, and the CC'd copy your co-founder also received was already filtered as a duplicate before you opened the list.

2 invoices awaiting reviewShared billing@ inbox connectedCC'd copy skipped

05How to begin

Three steps,
either connection method.

Authorize through Zoho, or use IMAP with an app password. Both are read-only, and both can be cut from CashFish's Connection Health panel.

Pick your connection method

Authorize through Zoho, or use IMAP with an app password — for IMAP, enable IMAP access in Zoho Mail's settings first, then generate the password.

Point it at the right mailbox

Connect your own address or a shared inbox like billing@ or accounts@. Either way, access is read-only — CashFish fetches mail and touches nothing.

Approve the first extractions

The backfill imports 150 days, the review queue fills, and after your first pass CashFish keeps watch on a 5-minute cycle.

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

06Connections that pair with it

What sits well beside Zoho Mail.

Zoho CRMContacts and pipeline read into CashFish alongside the money. CRM connections need Growth.GmailReceipts, invoices and bills read out of Gmail through read-only Google OAuth.OutlookThe same reading, on Outlook.com and Microsoft 365 mailboxes — shared inboxes included.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

Give billing@ a place to put things.
Shared inboxes included.

Connect Zoho Mail — shared inboxes included — and review the first extractions before anything counts.

Zoho Mail extraction ships with Starter. Connecting Zoho CRM is a separate integration and, like other CRM connections, needs Growth and up.

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

Start your 4-day free trial Start monthly at $8/mo

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 →

08Straight answers

What people ask
before connecting Zoho Mail.

Yes. Shared and departmental Zoho Mail inboxes connect just as individual accounts do — authorize through your Zoho admin account for shared access — and CashFish monitors them for inbound financial documents the same way.