You already own
the evidence.What is missing
is the question.
Most business intelligence begins by shipping your numbers somewhere else and hoping they survive the trip. Here the figures are computed where the records already live — invoices you confirmed, bills you tagged, feeds you connected — and they move again the moment the next document lands.
Scale plan · $44/mo billed yearly · 4-day free trial · Full refund guarantee
Nobody is short of data.
Everybody is short of answers.
The records exist. They are in an inbox, a bank feed, a folder of PDFs and a store dashboard. What does not exist is the twenty minutes it would take to put them in the same room, so the questions below keep getting answered by instinct.
They bill within five hundred dollars of each other, so on the invoice list they look like twins. Only one of them leaves anything behind once the subcontractor bills and the tools are paid, and nothing on the desk says which one.
settled today by whoever argues most confidentlyA single soft month is easy to forgive — a slow fortnight, a bad invoice run. Six soft months in a row is a pattern, and a pattern only appears when somebody lines the months up next to each other.
nobody has lined them up since springThe spreadsheet was right on the Thursday it was built. Since then a supplier bill landed, a payment cleared and a credit note went out, and the file on the desktop has been quietly wrong for eleven days.
true on the morning it was made, and no laterThe pricing conversation starts from whatever anyone can remember about the account. The one thing that would settle it — six months of fees set against six months of cost — was never assembled, because assembling it takes a week.
remembered, not measuredNone of these need new data. They need the data you already have to be standing in one place when you happen to ask.
One invoice.
Four numbers move.
An invoice arrives in the inbox. CashFish reads the client, the amount, the date and the terms, shows the extraction for you to confirm, and from that single confirmation four separate views change. There is no export in the middle, because there is nowhere else for the number to go.
Every line on the report
can name its source.
A number you cannot trace is a number you will argue with. So here is the whole recipe: five connected sources, what each one contributes, and the line of the report it ends up in. Nothing on the report comes from anywhere else.
Bank sync and store integrations begin on Growth. Profitability by client and vendor, the revenue leakage dashboard and contract intelligence with renewal alerts are Scale features. Bank access is read-only, data is protected with 256-bit encryption (SOC 2 Type II, ISO 27001, GDPR), and any source can be disconnected from settings.
The bigger client
was the thinner one.
September, one business, two accounts that look alike from the outside. This is the whole path from records that already existed to a decision somebody can defend in November — five steps, none of which involved building a spreadsheet.
Fourteen invoices confirmed, vendor bills tagged to the client they belong to, bank and store feeds current. None of it was gathered for a report. It is simply what September left behind.
Larkspur Foods bills more than Bexley & Sons, as it has all year. The revenue view says so without being asked, and this is the half of the story the office already tells itself.
With costs tagged by client, the Scale plan's profitability view sets margin beside revenue — and the order reverses. Bexley leaves $3,350 behind on $7,900. Larkspur leaves $2,100 on $8,400.
Larkspur's margin did not fall off anything. It leaked: 38% in April, 25% in September, and never a month poor enough to be noticed on its own.
Larkspur margin, six months — flagged by the insight feed rather than noticed in a corridor.
The Larkspur agreement renews on November 30 and the alert was set from the signed file. The conversation about price opens with six months of margin instead of a memory of a good quarter.
Larkspur Foods and Bexley & Sons are illustrations, and the figures are modest on purpose. The point is the order of events: the records came first, and the question arrived afterwards to a place that could already answer it.
Every figure here is computed,
and not one of them is a spreadsheet you maintain.
Every number is built from the same confirmed documents and matched transactions the rest of the account runs on. There is no second database to load and no export to keep in step with reality.
Setup reads up to 150 days of history out of your inbox, so this month has something honest to be measured against long before you have used CashFish for a month.
Fees on one side, the costs tagged to that relationship on the other, on one screen you open rather than a spreadsheet you build in December. Part of the Scale plan.
The Scale plan's leakage dashboard reads your own records for income slipping away — work that never got billed, refunds stacking up, fees creeping, invoices that never became payments.
Set a monthly figure and the alert arrives as spending approaches it. The plainest intelligence on this page, and the one people open most. Included from Starter.
Business health scoring turns the flows already moving through the account into one figure you can watch move week to week. Included from Growth.
Anything looking forward — cash estimates, revenue and expense forecasting — is built from your history, receivables, payables and recurring patterns, and is presented as an estimate. Scenario simulation and the standalone profitability analysis module are not live yet.
inboxes swept, so a figure is rarely older than a coffee break
of history imported at setup, so trends start with something to lean on
the published member rating across CashFish plans, Starter through Teams
The sources your figures
are allowed to draw from.
Gmail, Outlook, IMAP, Yahoo Mail, iCloud Mail and Zoho Mail all bring documents in. Salesforce, Pipedrive and Zoho CRM sit alongside HubSpot; Square, PayPal, WooCommerce, BigCommerce and Etsy sit alongside Stripe. Google Drive, Dropbox and OneDrive hold the files, and Slack, Zapier and webhooks carry events onward. Shopify is in private beta, so it is request-only for now.
Give it one month of records.
Then ask it something hard.
Scale is the plan because profitability by client and vendor, the revenue leakage dashboard, advanced forecasting and contract intelligence with renewal alerts live there. Growth already gives you bank sync, store integrations, business health scoring and forecasting — if that answers your questions, start there instead.
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Your subscription begins after the 4-day trial unless canceled beforehand. Full refund guarantee within the first 4 days.
Compare all plans →The questions that come
before the reports do.
Start managing money smart.
Start managing money smart.
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