CASHFISH FOR FREELANCERS

Paid on their
schedule.Organized on
yours.

Client money arrives when clients decide. CashFish reads the invoices, receipts and payment confirmations already in your inbox, keeps each invoice's status current, and turns the year into records your accountant can open — while you stay billable.

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DesignersWritersDevelopersPhotographers

Growth · $29/mo billed yearly ($349) · 4-day free trial · Full refund guarantee

01Four moments you'd recognise

Feast, famine, and a folder
named "sort later".

The work deserves better bookkeeping than it's getting — just not from more of your evenings.

Two clients pay in the same week. Then almost nothing for a month.

May is enormous. June is nearly silent. The balance in May looks like a raise; by the third week of June it looks like a mistake. Neither is true — but nothing you use tells you which, so the good month gets spent like permission.

May 6Northwind Media · retainer+$3,200

May 8Meridian Group · project final+$3,000

Juneone small invoice lands$1,600

CashFish draws the year's income over your steady cost line, so May reads as runway for June, not as a raise.

The retainer invoice is in Sent. The receipts are in Screenshots.

The invoice went out from Gmail. The coworking receipt came to Outlook. The design-suite renewal is a screenshot on your phone, and the PayPal confirmation lives in a folder you made in 2023 and never opened again. Four places, one client, no picture.

SentNorthwind_retainer_Sep.pdf · 14 days ago$3,200

ScreenshotsIMG_4471.png · coworking?$38

Inbox (other)"Your renewal was successful"$52

Connect Gmail, Outlook or any IMAP inbox once. Invoices, receipts and payment confirmations are read from whichever connected inbox they land in and filed as records — source document attached.

$650 arrives. Which invoice did it cover?

Harbor & Co. sends $650 through PayPal with no reference. It could be the deposit, it could be the balance — both are $650. You open Sent, scroll to March, count on your fingers, and mark the wrong one paid.

PayPalHARBOR AND CO · no reference+$650

SentHarbor & Co. — deposit · Sep 1$650

SentHarbor & Co. — balance · due in 21 days$650

Payments from PayPal, Stripe or your bank are matched to the invoice they cover, and when two amounts look alike you can correct the match yourself.

Tax season starts with archaeology.

January arrives and the year is twelve months of "roughly fine". Reconstructing it means every inbox, every statement, every screenshot — three evenings, one headache, and a total you still don't fully trust.

Q1 income"roughly fine"?

Receiptsfound so far23 of 38

Deductiblelaptop, coworking, the design suite…unknown

Twelve months of income and expenses, categorized as they arrived with receipts attached to each record, exportable to CSV or PDF in one pass. The filing stays human.

02A client month

A client month,
without the
spreadsheet.

Set-up is three connections: an inbox, PayPal and your bank (read-only, on Growth). After that, each thing that happens to the money becomes a record on its own.

under 3s per receipt99% extraction accuracysyncs every 5 min

The retainer invoice goes out

Northwind Media, $3,200, sent from your inbox. It becomes a receivable on the next sync — due in 14 days. With Bluepeak's $1,400 and Harbor & Co.'s $650 still open, that is $5,250 owed across three clients: tracked, not remembered.

Receipts trickle in

A coworking day pass, the design-suite renewal, a client lunch. Each one is read from email in under 3 seconds and filed as a business cost with the receipt attached.

Reminder territory

Bluepeak's project final — $1,400 — is now four days overdue. It's flagged while the nudge is still friendly.

Payment lands

Northwind pays by bank transfer; Harbor & Co.'s $650 balance follows through PayPal, and Meridian settles a $250 licence invoice by card. Each line is matched to its invoice, marked collected, and your cash position moves with it.

Month-end is mostly done

$4,100 collected against $780 of costs, client by client. Bluepeak's $1,400 stays open and flagged. Little left to reconcile — the records were filed as they arrived, and anything miscategorized takes a tap to fix.

03Income rhythm

A good month is runway,
not permission.

Twelve months of client payments, drawn over the line that leaves every month regardless. Against a steady $2,900, May's $6,200 is about two months of runway — which is exactly what June needs it to be.

May — $6,200two clients paid in the same week

June — $1,600$1,300 under the cost line

Steady costs — $2,900rent, tools, life · every month

$41,300sample income, 12 months

$2,900steady line, every month

4months under the line

May → Jun$6,200 to $1,600

On Growth, CashFish also estimates the next few months from your invoice history, open receivables and recurring costs. It's an estimate to plan around, never a promise.

04The tools that keep billing

Caught before
the card is charged.

Recurring charges in your inbox are identified and dated. Renewal reminders arrive before the money leaves — so the tool you stopped using in March can be cancelled before it bills you in April.

$0recurring this month · four charges, all from email receipts

Design suite

Renewal reminder arrives before the card is charged, not after it.

$52.00/moRenews in 3 days

Stock photo library

Renewed six times since the project that needed it ended. A dated list is what makes that visible.

$29.00/moRenewed 6×

Invoicing tool

Identified as a business tool and filed under business expenses. One tap to change it if the call was wrong.

$12.00/moBusiness expense

Cloud storage

Stable, small, recurring. Tracked, not nagged about.

$2.99/moRecurring

05Tax season, minus the archaeology

Tax season starts
with an export.

Twelve months of categorized income and expenses, each record with its receipt attached, exportable to CSV or PDF in one pass. CashFish doesn't file your taxes or advise on them — it hands the person who does a year that is already sorted.

Income — all clients

Categorized by client and matched to the invoices that produced it.

$41,300

Business expenses

Business receipts read from email, categorized, and attached to their records.

$6,240

Software and tools

Twelve months of renewals, each one dated — part of the $6,240 above.

$1,152

Export

CSV and PDF in one pass, the day your accountant asks — not the week after.

1 click

Sample year. Numbers are the same ones on this page: $41,300 in, $6,240 of business expenses.

06What connects

The inbox first.
The rest is optional.

Gmail

Invoices, receipts, confirmations

Outlook

Any inbox, any IMAP account

PayPal

Client payments matched

Stripe

Card payments matched · Growth

Google Drive

Documents you already keep there

Bank sync is read-only and covers 12,000+ banks on Growth and above. QuickBooks and Xero import one-way into CashFish. Every connection is visible and can be disconnected from settings at any time.

07Recommended plan · Growth

Stay billable.
The records file themselves.

Bank sync, Stripe payments, automatic receivables and a light client list (CRM Lite) are Growth features — the plan that treats freelancing as the business it is.

$29/month billed yearly ($349) · or $39 monthly

Start your 4-day free trial Start monthly at $39/mo

Your subscription begins after the 4-day trial unless canceled beforehand. Full refund guarantee within the first 4 days.

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08The fine print

What freelancers ask first.

No. It keeps income, expenses and receipts organized and categorized all year, then exports clean CSV or PDF records for you or your accountant. The filing — and the advice — stay human.