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For Bookkeepers

CashFish Platform

For Bookkeepers

For Bookkeepers

The document review queue that ends manual data entry — extraction does the typing, you do the judging.

2-min setup per connection

150 days of history imported

Zero manual entry

4-day free trial · full refund

The old way vs CashFish

Hours back, every single week.

TASK

THE OLD WAY

WITH CASHFISH

Monthly bookkeeping

20–40 hours

2–4 hours

Receipt processing

5–10 min each

Seconds, automatic

Invoice & deal tracking

Scattered spreadsheets

Deal-to-cash, live

Reconciliation

4–8 hours a month

Automated

Financial statements

Days after month-end

Real time

Year-end prep

2–4 weeks

Always ready

Your expertise is judgment: what’s deductible, what’s miscategorised, what doesn’t add up. Data entry is not judgment — it’s typing. CashFish reads every invoice and receipt as it arrives, extracts the fields, and queues each item for your review instead of your keyboard.

Why it matters

Manual entry is slow, error-prone, and the least valuable use of a bookkeeper’s time. Worse, every retyped invoice is a chance for a transposed digit or a duplicate. CashFish extracts vendor, amount, currency, invoice number, dates and tax automatically, and deterministic dedup means nothing ever lands twice.

What you get

  • AI extraction of vendor, amount, currency, invoice number, dates, tax and direction

  • Document Review queue — approve, correct or reject, one item at a time

  • Every correction you make trains the extraction learning loop

  • Deterministic dedup so no document is ever entered twice

  • 150-day history import on connect, with full Import History for traceability

  • Four-tier reconciliation matching documents to transactions

How it works

1. Connect the inboxes and drives where documents arrive — about two minutes each, all OAuth. Email syncs roughly every two minutes, so new documents appear almost as they land.

2. AI extracts every field and recommends a categorisation, flagging duplicates and anomalies before they reach the books.

3. You work the review queue: approve what’s right, correct what isn’t. Each correction makes the extraction smarter, so the queue gets faster every week.

Trade data entry for review. Start a 4-day free trial on any plan — cancel anytime, full refund guarantee.

Start in minutes

Connect in about 2 minutes

150 days imported automatically

AI extracts and organizes it all

You approve — done

4-day free trial · Cancel anytime · Full refund guarantee

Stop fighting your finances.

4-day free trial · Cancel anytime · Full refund guarantee

Start managing money smart.

Start managing money smart.

4-day free trial · Cancel anytime · Full refund guarantee

© 2026 CashFish Inc. All rights reserved.

CashFish

CashFish

CashFish