CASHFISH FOR SMALL BUSINESS

Invoices out.
Bills in.The books
keep themselves.

You quoted it, did it, billed it. CashFish reads the invoices you send and the bills you receive — from the inbox you already use and a read-only bank connection — and keeps receivables, payables and today's cash position current while you run the actual business.

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Trades & servicesStudios & agenciesShops & cafés2–15 people

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

01The second job

The admin never
shows up on
the invoice.

You quote the job, do the work, send the bill. Then the second job starts: chasing the payment, filing the receipt, remembering which vendor lands on Friday. Nobody pays you for that one.

Invoice #241 — paid, or not?

You open Sent to find the date, then the bank app to find the deposit. Two tabs, one question, and five minutes the job didn't have.

The vendor bill lands on Friday. Which Friday?

Supplies Direct emailed it three weeks ago. It's in the inbox somewhere — under the quote, under the thing from the accountant, under a customer saying thanks.

The customer list is a search box

Fourteen active customers, and the fastest way to remember what you agreed with one of them is to type their name into email and scroll.

Last month was "decent"

Decent is the word you'd use. You couldn't say, to the hundred, what it actually made — or what's still owed on it.

None of that is the business. It's the paperwork the business throws off — and paperwork is a job software should do while you do yours.

02The ledger

The three numbers
you carry around
in your head.

Who owes you, what you owe, and what that leaves in the account. CashFish carries them instead — built from the documents already moving through your inbox and the transactions already in your bank.

What comes in

Invoices you send, bills you receive, statements, contracts and proposals — read from Gmail, Outlook or any IMAP inbox, with 150 days of history imported at connection. Bank transactions arrive read-only from 12,000+ supported banks.

What it does

Extracts customer, amount and due date in under 3 seconds, files the record, catches duplicates, and turns every invoice into a tracked receivable and every bill into a tracked payable.

What you review

Categories are recommended, not imposed — you confirm or correct a record, you never retype it. Overdue invoices are flagged when they slip, vendor bills before they're due.

What you can plan on

A forward view of cash built from your history, open invoices, committed bills and recurring patterns — labelled as an estimate, because that's what it is.

Receivables · this weekSYNCED

#239Bluepeakpaid Sep 10$2,100

#245Northwind Mediaoverdue · 3 days$1,850

#247Harbor & Co.due in 6 days$3,400

Payables · committedNEXT 7 DAYS

Supplies Directdue Friday−$920

Software renewalsrecurring · monthly−$146

Cash position · after committed bills

Open receivables $5,250

Committed bills −$1,066

03A week in the business

Five working days.
Nothing retyped.

The same week you'd have anyway — one invoice out, one bill in, one payment landing — followed through CashFish, sync by sync.

MONSEP 08

Invoice #247 goes out to Harbor & Co.

Logged as a receivable on the next inbox sync — $3,400, net 14, customer attached.

TUESEP 09

Supplies Direct sends this month's bill

Extracted and filed under Supplies: $920, due Friday. Nothing typed, nothing forwarded.

WEDSEP 10

Bluepeak's payment lands in the bank

Invoice #239 is marked paid and the cash position moves on the next bank sync.

THUSEP 11

A software renewal is flagged

$146 recurring, spotted before it charges. Keep it or cut it — your call, made in time.

FRISEP 12

The week explains itself

Money in, money out, what's committed for next week — on the dashboard before you lock up.

04Vendor bills

A dozen small bills,
one honest list.

Vendor and supplier spending grouped by who you pay, compared with last month, trended over time. Cost creep hides in a dozen small bills — it has nowhere to hide in a list.

$0across four vendors this month

Supplies Direct

Materials for the fit-out jobs. The biggest line, and the one that quietly grows a few percent every month.

JUN → SEP$920+6% vs Aug

Software stack

Nine subscriptions on three cards. Two of them renew for seats nobody uses any more.

JUN → SEP$146+$12 vs Aug

Utilities

Power, water, connection. Flat this month — which is exactly the kind of thing you want to know without asking.

JUN → SEP$2100% vs Aug

Logistics

Courier and freight. Down slightly after the carrier switch — the first proof it was worth the hassle.

JUN → SEP$340−4% vs Aug

05Connections

Plugs into what
you already pay with.

Bank sync covers 12,000+ banks, read-only. Every connection shows its health in settings and can be disconnected there at any time.

GmailAvailable

Sent invoices and received bills, read as they arrive

OutlookAvailable

Same treatment for Microsoft inboxes — or any IMAP account

StripeAvailable

Card payments and fees, tracked alongside your invoices

PayPalAvailable

Payments in and fees out, tracked against your records

QuickBooksOne-way import

Bring your existing books into CashFish

XeroOne-way import

Same one-way import for Xero ledgers

QuickBooks and Xero import into CashFish one way; nothing is written back. Sell through Shopify? That integration is in private beta — request access and we'll let you know when it opens.

06The plan

The next invoice you send
is already a receivable.

Growth is where bank sync, automatic receivables and payables, vendor and supplier insights and CRM Lite switch on — Starter stays personal, and Scale adds profitability by client and contract intelligence that most owner-run businesses can wait on.

$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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07Before the trial

The owner's questions.

Yes. Connecting an inbox imports up to 150 days of the receipts, bills and invoices already sitting in it, and QuickBooks or Xero records can be imported one-way into CashFish. Bank connections are read-only: CashFish sees the transactions, it never touches the money.