CASHFISH FOR HEALTHCARE TEAMS

The clinic runs
on forty vendors.No one was hired
to watch them.

Nobody trained to run a clinic signed up to chase supplier invoices either. CashFish handles the business side of the practice — vendor bills, facility costs, software renewals, the paperwork — and stays out of anything clinical.

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Private practicesMulti-location clinicsSpecialty & allied healthPractice management groups

Teams plan · $96/mo billed yearly · 4-day free trial · Full refund guarantee

01Where the back office slips

Care gets the team's
full attention. The invoices get what's left.

The front desk forwards a supplier bill when there's a lull between patients. The practice manager approves from memory, out of three different logins. Software renews quietly on a card statement nobody reads line by line.

A supply invoice, forwarded twice

Bellmore Medical Supply billed on the 3rd. The email has been forwarded twice and filed nowhere — the only record of whether it's paid is whoever remembers forwarding it.

A contract nobody can find

The cleaning contract renewed itself in July. The signed PDF is somewhere in an inbox that isn't anyone's job to search, so the new rate showed up on the statement as a surprise.

Two locations, one spreadsheet

The utilities line covers both sites, split by a formula someone built two practice managers ago. Nobody is quite sure it's still right.

Every one of those bills already arrives in an inbox. CashFish reads it from there — vendor, amount, due date — before it becomes a forwarded thread with no owner.

02One month, fully itemized

Vendor emails and
card statements, totaled once.

Everything that keeps the doors open in a month — facility, supplies, equipment, software — read from vendor emails, card statements, and whatever gets uploaded, and laid out as one itemized total.

Vendor emailsCard statementsUploads

01Facility — rent, utilities, cleaning−$11,200

02Medical & office suppliers−$9,840

03Equipment service contracts−$2,300

04Software subscriptions−$1,860

Operating cost, fully itemized$25,200

03Outstanding by payer

Unpaid isn't one number.
It's three different follow-ups.

A patient balance, an insurer claim, and a corporate account age differently and need a different kind of follow-up. CashFish keeps the $3,150 outstanding sorted by who owes it, not buried in one total.

Patients

$1,540 outstanding

0–30$1,020

31–60$380

60+$140

49%

Insurers

$1,180 outstanding

0–30$760

31–60$420

60+$0

37%

Corporate accounts

$430 outstanding

0–30$430

31–60$0

60+$0

14%

Each invoice becomes a receivable the day it goes out. Once the due date passes without a matched payment, a reminder surfaces in this same view and the balance is flagged overdue — patients first, since that one usually stalls quietest. CashFish raises the reminder for whoever makes the call; it never contacts the payer for you.

04What CashFish does with it

From a forwarded email
to a categorized record.

Vendor invoices leave the inbox on their own

Supplier and service invoices are read and classified the moment they land — nobody retypes a line into the books.

Bellmore Medical Supply · gloves, gowns, consumables−$2,340

Cleanbright Facilities · monthly contract · recurring−$1,150

Axline Imaging Service · quarterly maintenance−$2,300

The subscription stack, itemized

Every tool the practice pays for shows up as a recurring line with a renewal reminder — so a 12% creep is visible before the annual charge lands.

Practice management software

$740

Storage, email & backup

$450

Payroll & HR

$410

Scheduling & reminders

$260+12%

Four roles, one workspace

Teams-plan permissions put the right screen in front of each person, with every document centralized instead of forwarded around.

Front desk · uploads and forwardsPractice manager · reviews and approvesOwner · dashboards and reportsAccountant · exports, nothing else

05In numbers, and reading in

0 users

included with the Teams plan, extra seats $19/mo

under 0s

from an inbox arrival to a categorized record

0 days

of vendor history pulled in at setup

The invoice, the payment,
the statement — each reports in.

Gmail

Supplier invoices and statements are read the moment they land — no forwarding required.

AVAILABLE

Outlook

The same extraction, for a practice running its inbox through Microsoft 365.

AVAILABLE

Google Drive

Signed contracts and older statements filed in Drive are read alongside the inbox.

AVAILABLE

Dropbox

Service agreements and supplier statements, read from wherever the practice files them.

AVAILABLE

Stripe

Card payments from patients are matched to the invoice that raised them.

AVAILABLE

QuickBooks

A one-way import brings the existing books in without re-entering a year of history.

AVAILABLE

Also IMAP, Yahoo Mail, iCloud Mail, Xero, PayPal, OneDrive, DocuSign, Notion, Slack and Zapier. QuickBooks and Xero import one way into CashFish. Bank access is read-only, data is protected with 256-bit encryption (SOC 2 Type II, ISO 27001, GDPR), and any connection can be disconnected from settings at any time.

06Teams, and why

One practice, two locations,
one set of numbers the whole team can open.

Teams is the plan because roles, permissions, shared dashboards, and centralized documents are Teams-only — and a practice this size is rarely run by one person alone.

$96/month billed yearly ($1,149) · 4 users included · or $129 monthly

Start your 4-day free trial Start monthly at $129/mo

4-day free trial · Full refund guarantee

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

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07Before the next vendor bill

Before you connect the inbox.

No. CashFish stays on the business side of the practice — vendor invoices, facility and software costs, documents, and cash flow. It connects to your inbox, document storage, and financial tools, never to clinical software or patient charts.