CALENDAR & MEETINGS · MICROSOFT TEAMS

Finance news, postedwhere your team already is

CashFish brings client meetings from Teams onto their records and posts the financial events worth interrupting for — overdue invoices, approvals, payment confirmations — into the channels you pick.

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Microsoft 365 businessesFinance teamsOperationsApprovers

Microsoft Teams · Available·Microsoft 365 OAuth — CashFish app for Teams

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

01The day nobody opened the dashboard

The numbers were fine.
Nobody was looking.

Your team spends the whole day in one application. The financial system is a tab somebody remembers on Friday. Here is what falls into that gap.

08:55

An invoice went past due six days ago

It is sitting in a dashboard, correctly flagged, patiently waiting for someone to open the tab it lives behind. Nobody has this week.

#241 · 6 days past due

11:20

A $640 approval is behind three newer threads

The travel is next Tuesday. The request is in an inbox, under a reply-all, waiting on one person who is in back-to-back calls until Thursday.

pending · 4 days and counting

13:00

The weekly client call became fortnightly

Nobody decided this. A call moved, then a call was skipped, and the cadence quietly halved. It will be noticed in the renewal conversation.

Harbor & Co. · cadence slipping

16:45

Two rooms, one business

The work happens in channels all day. The money lives somewhere else entirely, and the only bridge between them is somebody remembering to go and look.

chat here · finance elsewhere

Nobody needs one more dashboard to check. They need the three things worth interrupting for to arrive in the room they are already standing in.

02What comes across

Meetings in.
Alerts out.

This connection runs in two distinct lanes, and it is worth being precise about which is which. Meeting activity travels into CashFish. What travels back out to Teams is a message — a notification or an approval prompt — and nothing else.

DIRECTION OF TRAVELMeeting activity flows one way into CashFish; alerts and approval prompts are messages posted to channels you choose — your financial records never leave CashFish.

01Client meetingsTeams calls with external attendees, matched to contacts by email and added to their timeline

02Recurring callsthe weekly status call shows up as a cadence, so a skipped week stands out

03Approval decisionsan approve or reject clicked in a channel updates the expense record in CashFish, with who and when

04Alert routingoverdue invoices, low-balance warnings, and payment confirmations posted to the channels you map

The CashFish app for Teams asks to post to the channels you map and to read the calendar you connect. It does not ask for chat history, direct messages, or files. In many organizations a Microsoft 365 admin approves it once for the whole tenant.

03The meeting, and what it left behind

A call, a decision,
and the paper trail for both.

One week from a connected workspace. Client calls on the left, the record each one landed on, and what CashFish kept — including the two channel actions that became records of their own.

Mon 09:00Weekly status callHarbor & Co.30 minHarbor & Co.recurring cadence

Tue 14:00Renewal discussionNorthwind Media60 minNorthwind Mediaproposal link in invite

Wed 11:04Expense approval · #financeSoftware renewal $89.00approved by Omartimestampedon the expense record

Thu 11:00Onboarding callJuniper Studio45 minJuniper Studiofirst call on record

Fri 08:12Alert posted · #financeInvoice #241 paid — $2,400posted to channellinked to the invoiceread by six people

Three client calls · 2.25 hours · one approval and one alert, both on the record

CashFish reads the calendar you connect and posts its own messages to the channels you map. It does not read channel conversations, direct messages or shared files, and it never joins, records or transcribes a call — only that one happened, for how long, and with whom.

04What becomes visible

The finance channel
nobody has to check.

Three things change once the money speaks in the room where the work happens — and the decisions taken there come back as records.

A finance channel that runs itself

The events that matter get posted; the rest stay quiet. Nobody has to remember to check a dashboard, because the dashboard's headlines come to them.

Approvals without the app-switch

An expense request appears in the channel, the approver clicks once, and CashFish records the decision with a name and a timestamp. The approval cycle shrinks from days to minutes.

Client calls beside client balances

The rhythm of your meetings with a client is part of the account's story. When the monthly call quietly becomes quarterly, the record shows it — before the renewal conversation does.

05Connecting it

One install,
then a map of channels.

Three steps, no data migration, nothing to install on a machine. The connection can be switched off from the Connection Health panel in settings without touching anything already on your records.

Add CashFish to Teams

Install the CashFish app from the Teams app store. In many organizations a Microsoft 365 admin approves it once for the whole tenant.

Authorize the connection to your CashFish workspace and choose whether to include meeting sync from your Microsoft 365 calendar.

Map channels and approvers

Decide which channel gets which alert type, set amount thresholds, and — on the Teams plan — name who can approve expenses from a channel.

Connection method: Microsoft 365 OAuth — CashFish app for Teams. 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

The rest of the
Microsoft 365 side.

OutlookThe same reading, on the mailbox Microsoft 365 businesses already use.SlackThe same alerts and approval prompts, posted into Slack channels instead.OneDriveThe same document link-up, for teams living in Microsoft 365.Google CalendarClient meetings filed onto the contact record they belong to. Read-only.

Calendar and meeting connections sit inside the wider set: Gmail, Outlook, Yahoo Mail, iCloud Mail, Zoho Mail and any IMAP inbox for documents; Stripe, Square and PayPal for takings; Google Drive, Dropbox and OneDrive for files; Slack, Zapier and webhooks for everything else.

See all integrations

07The plan for this

Put finance in the channel

Install the CashFish app for Teams, map three alerts, and see what your team stops missing. 4-day free trial on every plan.

Teams alerts and meeting sync come with the 1000+ app integrations on Growth and up. Routing expense approvals to named approvers is part of the Teams plan, which includes multi-user access, roles and permissions.

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

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08Four straight answers

What IT asks
before it says yes.

The CashFish app is added from the Teams app store, and many organizations have an admin approve it once for the tenant. It asks to post messages to the channels you map and to read the calendar you connect — not your chat history, files, or private messages.