$0
Overdue invoices
Your
, on autopilot.
Connect your email once. Invoices, receipts, deals and contacts pull themselves in — every single day.
4-day free trial · Full refund guarantee
ONE PLATFORM. EVERY SCREEN.
Your whole financials, smart CRM, leads, bookkeeping & accounting business — in your pocket.
The same live dashboard on desktop, iPad and native iOS & Android apps.
Just here for personal finances?
See the Individual plan →
One account
Every side of your business.
One login replaces your CRM, bookkeeping and invoicing stack — all of it on autopilot.
The Three-Layer Model
From the documents you already receive — and nothing touches your numbers until you approve it.
01
Auto ingest & extract
Invoices, receipts, contracts and proposals flow in from Gmail, Outlook, your cloud drives, Stripe, your stores and uploads. AI reads every document — vendor, amount, currency, dates, tax, money in vs money out.
02
AI recommends
Categorisation, duplicate detection, subscription detection, deal matching, budget suggestions, savings opportunities and leakage alerts — prepared for you, never forced on you.
02
AI recommends
Categorisation, duplicate detection, subscription detection, deal matching, budget suggestions, savings opportunities and leakage alerts — prepared for you, never forced on you.
03
You approve
Everything lands in Document Review. Nothing is posted to your financials until you approve it — approved data only powers your cash health, runway, forecasts and reports.
03
You approve
Everything lands in Document Review. Nothing is posted to your financials until you approve it — approved data only powers your cash health, runway, forecasts and reports.
Approved data only — a single, auditable source of truth. Never double-counted.
Universal sync engine
Everything you run, finally connected.
Connect your email and sources once. Every day CashFish pulls everything in — invoices, receipts, contacts, deals. Zero manual entry.
Leads & customers
CRM contacts · Lead sources · Customer history · Pipeline stages
Communications
Email threads · Meeting notes · Sales calls · Follow-up history
Financial systems
Bank transactions · Payment processors · Invoices · Receivables & payables
CashFish Hub
All data unified
Vendors & suppliers
Supplier database · Spending by vendor · Payment terms · Contract tracking
Activity & behavior
Meeting history · Sales activity · Response times · Engagement patterns
Documents & data
Receipts · Contracts · Purchase orders · Financial statements
No manual entry
CashFish syncs and cleans everything automatically. Zero data entry, ever.
One unified system
Replaces 6 softwares and subscriptions in one intelligent platform.
Real-time intelligence
Data updates continuously — see your business position instantly, always.
Simple & powerful
Connect once. CashFish handles the rest.
01
Connect your sources
Link banks, payment processors, CRMs and inboxes in minutes. 2-minute OAuth setup, 150 days of history imported.
02
AI processes & cleans
Transactions categorized, records deduplicated, documents extracted — with 99%+ accuracy.
03
Cash flow calculated
Inflows, outflows, receivables, payables and running balance — tracked in real time, automatically.
04
Insights update live
Revenue trends, delayed payments and cost savings surface instantly — synced every 5 minutes.
Live cash health
Your money, at a glance.
Hours back every week — every invoice, payment and deal lands in one live dashboard. No spreadsheets. No exports.
app.cashfish.io
Cash on hand
This month
+12.4%
Runway
45 mo
Overdue
$0
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Receivables
Acme Studio
$4,200
Nordwind LLC
$1,850
Payables
AWS
$310
Craftly
$45
Pipeline
Northgate Co
Proposal
Bluecrest Media
Won
Smart pipeline
Deals move themselves.
CashFish reads your conversations. When a client replies, books a call or signs — the deal moves stages on its own. No CRM admin work, ever.
New leads
4
Atlas Ventures
$3,800 · from email
Kite Media
$1,200 · from form
In talks
3
Acme Studio
$4,200 · call booked
Won
2
Ironwood Co
$12,500 · signed
Harborline
$8,400 · reply detected
Moved by AI — reply detected
No manual updates
Follow-ups auto-generated
99.2% lead scoring
BRAIN
AI & machine learning
CashFish analyzes 150+ days of your data to detect patterns, predict outcomes and act — automatically. It does not just show you data. It tells you what to do next.
See it on your data →
99.2% accuracy
Automatic lead scoring
$47K
revenue leakage recovered / yr
$850/mo
waste cut
23%
win-backs
Revenue forecasting
94% forecast accuracy · 15 hrs saved weekly
01
02
01
Data collection
02
Pattern analysis
03
Insight generation
04
Task automation
This is not just tracking — it is optimization. CashFish tells you exactly what to do next to increase profit, reduce costs and recover lost revenue.
Stop fighting your finances.
Start automating them.
The old way
Paying for six disconnected tools that never talk
Typing every deal into the CRM by hand
Chasing receipts across three inboxes
Books that are weeks behind reality
Juggling 5+ disconnected tools
Revenue leaking unknowingly
The CashFish way
AI automates everything
Zero manual entry
Never miss a payment
Real-time financial clarity
One login for CRM + books + invoices
Recover $10K+ monthly
The same workflows. Completely different outcomes.
Month-end close
3–4 weeks of manual reconciliation
2–3 days, fully automated
Expense management
Chasing and typing receipts
OCR captures & categorizes instantly
Cash flow planning
Static spreadsheets, updated monthly
13-week rolling forecast, live
Revenue recognition
Manual deferred-revenue math
Automated from contracts & payments
All on autopilot
One subscription. Replaces them all.
HubSpot
Salesforce
QuickBooks
Xero
Pipedrive
Spreadsheets
CashFish
Bookkeeping + Accounting + CRM + Analytics + Customer Behavior + Vendor Management + Revenue Intelligence + Document Processing + Task Management
Already on QuickBooks, Xero or HubSpot? Import your entire history — documents, contacts and deals — in minutes, and run everything from one place.
Connects with everything you run
Google
Microsoft
Stripe
Shopify (Beta)
Hubspot
Calendly
Notion
Paypal
Zoho
Asana
DocuSign
Etsy
active subscribers run on CashFish.
4.9/5 average rating from business owners worldwide.
4.9/5
Average rating
Avg. savings found
10+ hrs
Saved weekly
$2M+
Processed monthly
Real results
Built for owners, loved by owners.
“I was spending 15 hours a week on bookkeeping. Now it is completely automatic — CashFish syncs my store, PayPal and bank accounts. I get my weekends back.”
Saved 15 hours/week
SM
Sarah Mitchell
Founder, Artisan Collective
“The AI found $400/month in duplicate subscriptions and unused tools I completely forgot about. The platform literally paid for itself in the first month.”
$4,800/year saved
MR
Mike Rodriguez
Freelance Designer
“Tax prep used to take me 3 weeks of pure stress. This year? 20 minutes. Every single receipt was already organized and categorized.”
3 weeks saved at tax time
LK
Lisa Kim
CEO, EduTech Academy
“Managing Shopify, Amazon and wholesale was a nightmare. CashFish unifies everything — I know my exact profit margins in real time now.”
Complete financial clarity
JC
James Chen
E-commerce Owner
“Receipt scanning via Gmail is pure magic. Every expense is automatically categorized. Tax season is no longer terrifying.”
100% tax ready
RA
Rachel Anderson
Owner, Green Leaf Cafe
“I track client payments, expenses and invoices in one place — and I am getting paid 12 days faster thanks to automated reminders.”
Paid 12 days faster
DP
David Park
Consultant, Park Advisory
Built for everyone
From first invoice to full teams.
Individuals
Personal income, spending and subscriptions — organized automatically.
Starter plan
Freelancers
Every client, invoice and expense on autopilot. Get paid faster.
Growth plan
Small businesses
Full financial visibility with CRM and vendor intelligence.
Growth plan
Teams
Shared dashboards, roles and approvals for the whole company.
Teams plan
Choose the Plan That Fits Your Growth
CashFish connects your finances, documents, clients, vendors, CRM, and AI insights into one intelligent platform. Start small and scale into full automation as your business grows.
Experience the full CashFish platform before your subscription begins. Cancel anytime within the first 4 days.
Your subscription begins after the 4 day trial period unless canceled beforehand.
Perfect for individuals and employees who want clarity and automatic organization of personal finances.
Start Free TrialFor small businesses that want full financial visibility, automated workflows, and smart CRM intelligence.
Start Free TrialFull advanced feature access for 1 user.
Start Free TrialComplete platform power for growing teams with advanced collaboration.
Start Free TrialCompare plans
Starter
$8/mo
Growth
$39/mo
Scale
$59/mo
Teams
$129/mo
Email document extraction
AI invoice & receipt classification
Budgets, alerts & cashflow dashboard
Bank account sync
—
Stripe, Square & WooCommerce
—
1,000+ app integrations
—
Smart contract extraction
—
CRM Lite + pipeline stages
—
Full CRM with automation
—
—
Lead scoring & deal probability
—
—
Revenue leakage analytics
—
—
Advanced forecasting models
—
—
Vendor-switch savings engine
—
—
Team roles, permissions & admin
—
—
—
Secure checkout
· Powered by Stripe
Bank-level security
Your data is 100% secure.
256-bit encryption
The same military-grade technology banks use — on every connection.
Read-only access
CashFish can only view transactions. Moving money is impossible.
SOC 2 Type II certified
Independently audited for security, availability and confidentiality.
Never shared or sold
Your financial data is yours. No third parties, no exceptions.
SOC 2 Type II
ISO 27001
256-bit SSL
GDPR
FAQ
Questions, answered.
How does the AI extraction work?
Connect Gmail or Outlook and CashFish scans incoming invoices and receipts, extracts amounts, vendors and due dates with 99% accuracy in under 3 seconds — no manual entry, ever.
Will CashFish change my books automatically?
Is my financial data secure?
Which apps does CashFish connect to?
Can I cancel anytime?
Do you offer yearly discounts?
Which plan should I choose?
How do upgrades work?
How long does setup take?
4-day free trial · Cancel anytime · Full refund guarantee
CashFish
The financial operating system for modern businesses.
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