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Document Processing

CashFish Platform

Document Processing

Document Processing

Every financial document your business receives — read, structured, deduplicated, and waiting for your approval.

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

Invoices, receipts, bills, contracts — your business runs on documents, and CashFish reads all of them. From any inbox, drive, store or camera, every document is extracted into structured data and queued in Document Review. Nothing touches your numbers until you approve it.

Why it matters

Documents that sit unread are decisions you cannot make. Manual data entry is slow and error-prone, and every mistyped amount compounds downstream. CashFish makes the document the input and the approval the only manual step.

What you get

  • Ingests from email, drives, Stripe, stores, accounting imports and manual upload

  • Extracts vendor, amount, currency, invoice number, dates, tax and direction

  • Document Review approval gate — nothing posts until you say so

  • Import History gives a full trail of everything that came in

  • Deterministic dedup so nothing lands twice

  • Extraction learns from every correction you make

How it works

1. Connect your sources with OAuth — inboxes, drives, Stripe, stores — about 2 minutes each, with 150 days of history imported on connect.

2. AI reads every document and extracts the full structure: vendor, amount, currency, invoice number, dates, tax and direction.

3. You approve in Document Review. Approved data powers everything downstream — books, forecasts, reports — and your corrections make the AI sharper.

Your documents already hold your finances. Let CashFish read them — free for 4 days, 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

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CashFish

CashFish

CashFish