CASHFISH FOR REAL ESTATE

Rent lands
whenever it lands.The month still owes you
a number.

Four addresses collect on four different dates and a fifth has stood empty for twelve days. Meanwhile the roofer emails a PDF, the insurer takes a premium off a card, and the association raises the service charge in a letter. CashFish reads the documents out of your inbox, matches the deposits from a read-only bank connection, and files each cost against the address that caused it.

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01What scatters

A portfolio's paperwork
travels faster than its money.

Rent arrives by transfer, by card payout, and on the day a tenant remembers. Costs arrive by email, by direct debit, and occasionally by post. None of it lands twice in the same place.

01Roofing invoice · $640forwarded twice, opened never

02Lease renewal datepage 9 of a 14-page PDF

03Insurance premiumauto-charged to a card, unrecorded

04September rent, Unit 4B“fairly sure it came in”

05Landscaper's new ratementioned in an email in March

06Service charge increasea letter nobody scanned

By December, “what did 12 Birch Ave actually cost this year?” is a weekend of scrolling. It should be a filter and a figure — and it should have been true all along.

02One month, three properties

Three addresses.
One of them empty.
Here is what August kept.

Corondale, 12 Birch Ave and Kestrel Row — the smallest three of the five. Rent came in from two of them. Every one of the three carried insurance, utilities, dues and a mortgage, including the one with nobody in it.

Deposits are read from the bank connection, invoices and premiums from the inbox. Nothing here is typed in, and nothing here is moved by CashFish — it is read, classified and counted.

Read-only bank sync across 12,000+ banks and store connections such as Stripe are part of Growth and above.

Rent depositsbank feed

Email inboxinvoices & leases

Bank feeddebits & premiums

RENT COLLECTED · AUGUST+$7,850

Contractor & maintenance−$1,240

plumbing, roofing, grounds — three invoices, read from email

Insurance, utilities & dues−$1,615

recurring per property; the empty one is the most expensive of the three

Mortgage payments−$3,120

three debits, matched from the bank feed on their own dates

Kept across the three$1,875

what the month actually left behind, before anyone opens a spreadsheet

03Six quiet jobs

Nobody enjoys filing
a plumber's PDF.

So these six happen on their own, between the inbox and the bank feed, while you get on with the properties.

Contractor invoices arrive as data

The plumber's PDF is read the moment it lands in your inbox — vendor, amount, date, under 3 seconds each. Nothing is forwarded to a bookkeeper and nothing is retyped.

Torres Plumbing−$380water heater · Corondale 4B

Hilldrop Roofing−$640patch & flashing · 12 Birch Ave

GreenPatch−$220grounds · Kestrel Row

Every cost finds its address

Repairs, utilities, dues and premiums are classified by property and vendor, so “what did Kestrel Row cost while it sat empty” is a filter rather than an evening.

ROOFING INVOICE · $640

12 Birch AveRepairsHilldrop Roofing

Recurring charges are tracked as recurring

Insurance, utilities and association dues repeat. CashFish recognizes the pattern, keeps the per-property figure, and shows you the month one of them quietly moves.

Kestrel Row

$612

Corondale 2B

$505+6%

12 Birch Ave

$498

Leases give up their own terms

Contract extraction reads the term, the dates and the amounts out of the signed lease and sets a renewal reminder — so a renewal is a decision, not a default.

TERM12 months from Nov 1

RENT$1,450 · due the 5th

RENEWSNov 1 · 60 days out

REMINDER SET · CORONDALE 2B

Rent deposits match themselves

A read-only connection across 12,000+ banks watches for the transfer. When $3,630 lands from 12 Birch Ave, the row turns green without anyone ticking it.

Deposit · read-only bank feed+$3,630

12 Birch Ave · single let$3,630

MATCHED · MARKED PAID

The month ahead has a shape

Expected rent, contractor terms, premium dates and mortgage debits sit on one forward view. It is an estimate built from your own history — never a promise.

ESTIMATE · NEXT 7 MONTHSKEPT, PER MONTH

Forecasts are estimates drawn from your own history, receivables, payables and recurring patterns — useful, and never a guarantee. CashFish does not file taxes, replace an accountant or give financial advice.

04For the record

Read on arrival. Filed on arrival.

under 0s

to read a contractor invoice or a lease and pull out its fields

0 days

of email history imported the day you connect the inbox

every 0 min

the inbox and connected accounts are checked for anything new

Extraction runs at 99% accuracy with duplicate detection, so the invoice you also saved to Drive does not become a second bill. Bank access is read-only and data is protected with 256-bit encryption (SOC 2 Type II, ISO 27001, GDPR). Any connection can be disconnected from settings at any time.

05What reports in

The lease, the invoice,
the deposit that follows.

Six connections carry almost everything a small portfolio generates. The rest of the 1000+ app integrations are there when you need them.

Gmail

Contractor invoices, premiums and signed leases read on arrival

Available

Outlook

The same reading, for portfolios run from Microsoft mail

Available

DocuSign

A completed lease comes back by email and its terms are extracted

Available

Google Drive

Documents you keep in Drive sit beside the ones from email

Available

Stripe

Card rent payouts matched against the unit they belong to

Available

QuickBooks

Existing property books brought across

One-way import

Also IMAP, Yahoo Mail, iCloud Mail, Zoho Mail, Dropbox, OneDrive, airSlate SignNow, Square, PayPal, Notion, Slack and Zapier. QuickBooks and Xero import one way into CashFish; nothing is written back to them.

06The rent roll

Twelve doors, one page,
and no unanswered rows.

Each unit, what it is charged, the day it is due and where it stands today. This is the view that replaces the mental note.

47 Maple StUnit 1

transfer, Sep 1

$2,4501stpaid

47 Maple StUnit 2

transfer, Sep 1

$2,3001stpaid

47 Maple StUnit 3

transfer, Sep 2

$2,1501stpaid

47 Maple StUnit 4

pays mid-month, every month

$1,9801stdue

Harborgate MewsUnit 1

card payout, Sep 3

$2,6503rdpaid

Harborgate MewsUnit 2

card payout, Sep 3

$2,5903rdpaid

Harborgate MewsUnit 3

new tenancy, first cycle

$1,9303rddue

CorondaleUnit 2B

transfer, Sep 5

$1,4505thpaid

CorondaleUnit 4B

6 days past · late twice this year

$1,3505thlate

CorondaleUnit 6C

transfer, Sep 4

$1,4205thpaid

12 Birch AveSingle let

transfer, Sep 11

$3,63012thpaid

Kestrel RowUnit 3

empty 12 days · costs still running

——vacant

Charged this month

11 let units across five addresses · one empty

$23,900

Collected $18,640

Still due $3,910

Late $1,350

Vacant 1 unit

Every charged row is a receivable from the day it is due. Corondale 4B passed its date six days ago, so it is flagged while a reminder still reads as a courtesy — with the tenant's own payment history sitting beside it, rather than a hunch about whether this is a habit.

Deposits mark themselves paid as the read-only bank connection sees them. Kestrel Row stays on the roll at zero, because an empty unit is a cost with an address, not a row you delete and forget.

07Growth, and why

Rent day comes around either way.
Meet it with the roll already closed.

Growth is the plan here for two reasons: read-only bank sync catches every rent deposit and mortgage debit without you checking a statement, and contract extraction reads the terms, dates and amounts out of a lease. Starter still reads the invoices in your inbox, which is enough for one or two units.

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08Before the next rent day

Reasonable questions.

Yes. Rent deposits, contractor invoices and recurring charges are classified by property and vendor, so a single address can be viewed on its own — what it collected, what it cost, what it kept. Any of those views exports to CSV or PDF the week your accountant asks for it.