TASKS & PROJECTS · ASANA

Milestones that don't forgetto get billed

Point CashFish at your client-facing Asana projects and milestone completions become billing signals, logged hours become visible effort, and each project's financial story reads in one place.

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AgenciesConsultanciesProject leadsFinance of one

Asana · Available·Asana OAuth — access scoped to selected projects

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

01The phase that signed itself off

Phase two was priced at $3,000.
Phase three started anyway.

Milestones are billing moments dressed as project events. They land mid-sprint, in a standup, on a Tuesday — which is the worst possible moment to be thinking about invoices.

WK 1Phase two kicks off with a milestone dated for the end of the month.Nothing scheduled. The engagement is one number on one page.

WK 2Sign-off lands in a Tuesday standup and the team moves on to phase three.The billing point passes without a single flag being raised.

WK 4Fifty-two hours logged this week, up from thirty-eight in week one.The fixed fee has not moved and nobody has done the division.

THE GAP $3,000 signed off · $0 flagged

A fixed-fee engagement can start eating twice the effort it was priced for. That is survivable if you find out in week two, and expensive if you find out at the retro.

02What crosses over

Client projects in.
Internal work stays out.

You connect projects and portfolios one at a time. A project that was never connected sends nothing, and disconnecting one later leaves everything else exactly as it was.

DIRECTION OF TRAVELOne-way from Asana into CashFish — apart from optional review tasks you configure, CashFish writes nothing into your projects.

01Milestone completionsa milestone marked complete in a connected project tells CashFish a billing point has arrived

02Project progresssection moves and task closes keep each client's project status current on their record

03Tracked timehours logged in Asana show up as effort beside the revenue for that client

04Project selectionconnect client-facing projects and portfolios; internal work stays disconnected entirely

You decide what counts as a billing signal — specific milestones, or the completion of named sections. Everything else syncs as ordinary project progress, so the flag you get is the flag you asked for rather than a notification for every task anyone closes.

03The thread that became a cost

A milestone completes.
The money hears about it.

Four project events from one month, and where each one landed. The flag carries the milestone name, so the person raising the invoice already knows what they are billing for.

Rebrand — Phase 2 sign-offMilestone marked complete on Tuesday→Northwind Media — rebrandbill $3,000

Campaign — launch milestoneBilling point reached and actioned→Juniper Studio — campaigninvoiced

Tracked time — week four52 hours logged, up from 38 in week one→Northwind Media — rebrand52 hrs

Internal — hiring projectNever connected — nothing was read→—excluded

Two billing points and one effort warning, all on the client records they belong to.

Traffic runs one way, from Asana into CashFish. Apart from the review tasks you choose to switch on, CashFish writes nothing into your projects and never issues an invoice on its own.

04What changes

Effort and revenue
finally sit together.

Each project stops being a plan on one side and a number on the other. Held against each other, they answer the question a portfolio is really for.

Milestones that remember the money

Phase sign-offs are billing moments, and they arrive mid-sprint when nobody is thinking about invoices. Each completed milestone flags its client so the moment doesn't pass unbilled.

Effort stops being invisible

Hours logged across client projects, week by week. When a fixed-fee engagement starts eating twice the effort it was priced for, you find out in week two — not at the retro.

The month, project by project

Billed revenue lined up per Asana project. Held against the effort each one absorbed, the portfolio starts answering its own hardest question: which engagements deserve more of next quarter.

05Connecting it

Three steps,
and you name the billing points.

No data migration, nothing to install on a machine, and no long weekend. The connection can be switched off from the Connection Health panel in settings without disturbing anything already sitting on your records.

Authorize with Asana

Assign clients to projects

Link each connected project to a CashFish client so progress, hours, and billing signals accumulate on the right record.

Mark your billing milestones

Decide which milestones or section completions count as billing points. Everything else syncs as plain progress.

Connection method: Asana OAuth — access scoped to selected projects. Data is protected with 256-bit encryption and CashFish is SOC 2 Type II, ISO 27001 and GDPR compliant. Every connection shows its state in the Connection Health panel and can be disconnected there at any time.

06Works alongside

Asana runs the plan.
These run the rest.

ClickUpDelivery lists that turn a finished task into a billing reminder, with tracked hours beside the invoices.NotionClient and project databases matched to CashFish records, with review tasks written back where you allow them.SlackOverdue, paid and budget alerts posted into the channels you route them to — with thresholds.Google CalendarClient meetings filed onto the contact record they belong to. Read-only.

Tasks and projects sit inside the wider set: Gmail, Outlook, Yahoo Mail, iCloud Mail, Zoho Mail and any IMAP inbox for documents; Google Drive, Dropbox and OneDrive for files; Stripe, Square and PayPal for takings; Zapier, webhooks and API keys for whatever is left.

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07The plan for this

Make milestones pay

Connect a project this afternoon — the next completed milestone shows up as a billing signal. 4 days free to see it happen.

Asana rides on the 1000+ app integrations included from Growth, next to receivables tracking and revenue forecasting.

$29/mo billed yearly ($349) · or $39 monthly

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08Six straight answers

What project leads ask
before they connect a portfolio.

Whatever you decide — specific milestones, or the completion of named sections. When one completes in Asana, CashFish flags the linked client for billing follow-up. Ordinary task closes just update project progress.