If your business runs on Microsoft, your financial documents live in OneDrive and SharePoint. CashFish connects to the folders you choose and turns every invoice, receipt and statement that lands there into structured financial data, held for your approval.

Why it matters

Document libraries are excellent at storing files and terrible at telling you what’s in them. Every unprocessed invoice is a payable you might miss, an expense your forecast can’t see. CashFish reads the documents so your numbers stay current — while the approval gate keeps you in charge of what counts.

What you get

• Folder-scoped import across OneDrive and SharePoint document libraries

• AI extracts vendor, amount, currency, invoice number, dates and tax

• Direction detected automatically — income or expense

• Deterministic deduplication so no document lands in your books twice

• Extraction improves with every correction you make

• Document Review approval gate — nothing hits your numbers without you

How it works

1. Connect OneDrive with OAuth in about two minutes and choose which folders CashFish watches.

2. AI extracts the financial details from every new document and recommends how each one should be categorised.

3. You approve in Document Review. Approved data powers your cash health, runway and forecasts — pending data waits.

Turn your document libraries into a working financial pipeline. Start free for 4 days — cancel anytime, full refund guarantee.