CashFish has one operating rhythm: connect your sources, let AI extract and recommend, approve what is right. This documentation walks you through each step, from your first OAuth connection to running a full Team Workspace with approval thresholds.

Why it matters

Most software documentation assumes you have an afternoon to spare. You do not. Each guide here maps to something you are actually trying to do — connect an inbox, review a batch of documents, read your first forecast — and gets you back to work.

What you get

• Connection guides for email, storage, e-commerce and financial tools

• Document Review walkthrough: extract, correct, approve

• The 150-day history import, explained step by step

• Module guides from Cash Flow and Budgets to Revenue Operator

• Team Workspace setup: 7 roles, departments, approval thresholds

• Import History and troubleshooting references

How it works

1. Connect a source in about 2 minutes — every guide starts with the OAuth flow and what history gets imported.

2. Learn how AI extraction works, what each recommendation means and how your corrections train the learning loop.

3. Master Document Review, the approval gate that decides what reaches your numbers — then go deeper module by module.

The fastest way to learn CashFish is to run it on your own data. Start your 4-day free trial — cancel anytime, full refund guarantee.