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Outlook

CashFish Platform

Outlook

Outlook

Your Outlook inbox already holds your books. CashFish reads it so you never have to.

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 and receipts land in your Outlook and Microsoft 365 inbox every day, then sit there as unfinished bookkeeping. Connect Outlook to CashFish with OAuth in about 2 minutes and that inbox becomes a live financial feed — 150 days of history imported on connect, new documents synced roughly every 2 minutes.

Why it matters

Forwarding emails to a bookkeeper, downloading attachments, and retyping totals is a job nobody should still have. Worse, the invoices you miss become the expenses you cannot explain. CashFish makes sure nothing in your inbox slips past your books.

What you get

  • OAuth connection in about 2 minutes

  • 150 days of inbox history imported on connect

  • Auto-sync roughly every 2 minutes

  • AI extraction of vendor, amount, currency, invoice number, dates, tax, and direction

  • Deterministic dedup so a forwarded invoice never lands twice

  • Nothing hits your numbers until you approve it

How it works

1. Connect your Outlook or Microsoft 365 inbox with OAuth — about 2 minutes. CashFish immediately imports 150 days of history.

2. AI scans incoming mail roughly every 2 minutes, extracting vendor, amount, currency, invoice number, dates, tax, and direction from every financial document it finds.

3. You approve each document in Document Review. Approved entries flow into expenses, payables, receivables, and your forecasts — automatically.

Turn your inbox into your bookkeeper. Try CashFish free for 4 days — cancel anytime, 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