Your practice generates a constant stream of supplier invoices, equipment bills and subscriptions — and none of it should depend on someone finding time to type it in. CashFish extracts every document automatically and holds it at an approval gate. You review, you approve, and only then does it touch your books.

Why it matters

In a practice, sloppy books are not just untidy — they are a liability. Untracked supplier spend, uncategorised expenses and unreviewed entries pile up into numbers no one fully trusts. CashFish gives you a clean, deliberate record: every entry extracted from a real document, approved by a human, and traceable.

What you get

• Supplier and equipment invoices auto-extracted from your inbox

• Document Review approval gate — nothing hits your numbers unreviewed

• Vendor spend tracked by category, with budgets and variance alerts

• Subscription detection for software and service creep

• Row-level security, AES-256-GCM token encryption and MFA

• Immutable, database-enforced audit trail and audit export on the Teams plan

How it works

1. Connect your email inbox and storage in about 2 minutes each, all over OAuth. CashFish imports 150 days of history on connect.

2. The AI extracts vendor, amount, tax and dates from every document, recommends categories, and flags duplicates and anomalies in supplier spend.

3. You approve each entry. Approved data powers your cash health score, forecasts and CSV or PDF reports your accountant can work from directly.

Clean books without the admin burden. Try CashFish free for 4 days — cancel anytime, with a full refund guarantee.