The quality of your work depends on the quality of the records that reach you. CashFish makes sure they arrive clean: every document captured at the source, every field extracted, every entry human-approved before it counts. What you get is a verified trail from receipt to report.

Why it matters

Shoebox receipts, missing invoices and inconsistent categorisation turn tax season into archaeology. CashFish eliminates the reconstruction work — documents are captured the moment they arrive, tax is extracted per document, and nothing enters the record without approval.

What you get

• Tax Hub with tax extracted from every document as it’s ingested

• CSV and PDF exports for reports and working papers

• One-way import from QuickBooks and Xero — bring full history across, lose nothing

• Immutable audit trail with audit export on the Teams plan

• Deterministic dedup and four-tier reconciliation for records that actually tie out

• GDPR-compliant data export whenever you need the raw records

How it works

1. Connect the client’s email, drives and financial tools in about two minutes each via OAuth — including a one-way import of their QuickBooks or Xero history.

2. AI extracts vendor, amount, tax, dates and invoice numbers from every document, then recommends categorisation and flags duplicates and anomalies.

3. Entries are approved through Document Review, giving you a verified, traceable record. Export to CSV or PDF and file with confidence.

Spend tax season reviewing, not reconstructing. Try CashFish free for 4 days — cancel anytime, full refund guarantee.