Clients, suppliers and your own team drop financial documents into Dropbox every week. CashFish watches the folders you choose and converts each new invoice, receipt or statement into a financial record ready for your review. No forwarding, no re-typing, no backlog.

Why it matters

A shared folder is where financial documents go to be forgotten. Weeks later you’re reconstructing expenses from filenames and guessing at totals. CashFish processes documents as they arrive, so your books reflect reality now — not whenever someone finally catches up on data entry.

What you get

• Folder-scoped import — you decide exactly which Dropbox folders CashFish sees

• Vendor, amount, currency, invoice number, dates and tax extracted from every document

• Income or expense detected automatically

• Deterministic deduplication — the same file never becomes two records

• Corrections you make train the extraction learning loop

• Every record held in Document Review until you approve it

How it works

1. Connect Dropbox with OAuth in about two minutes and select the folders to watch.

2. AI extracts the financial details from each new document and recommends categorisation, with duplicates and anomalies flagged before they reach you.

3. You approve. Only approved records touch your cash health score, runway and 7/30/90-day forecasts.

Your Dropbox already holds the data — let it do the bookkeeping. 4-day free trial, cancel anytime, full refund guarantee.