CRM & SALES · SALESFORCE

Closed Won is a promise.See it kept.

1,240 accounts on file

Meridian LogisticsCLOSED WON · MAR 2$18,400

ATTACHED BY CASHFISHInvoices raised1Collected—Days to pay24 open

Cobalt SystemsCLOSED WON · MAR 11$9,750

ATTACHED BY CASHFISHInvoices raised1Collected$9,750Days to pay14 days

Harbor & Co.CLOSED WON · MAR 18$12,200

ATTACHED BY CASHFISHInvoices raised0Collected—Days to payflagged

Northwind MediaRENEWAL · MAR 6$6,800

ATTACHED BY CASHFISHInvoices raised4Collected$6,800Days to pay47 days

Atlas AdvisoryCLOSED WON · FEB 27$3,600DUPLICATE MERGED

ATTACHED BY CASHFISHInvoices raised2Collected$3,600Days to pay9 days

Coastal PartnersPROPOSAL · MAR 21$7,400

ATTACHED BY CASHFISHInvoices raised0Collected—Days to pay—

BluepeakCLOSED WON · FEB 14$5,200

ATTACHED BY CASHFISHInvoices raised1Collected$5,200Days to pay12 days

Ironwood Co.RENEWAL · MAR 12$2,900

ATTACHED BY CASHFISHInvoices raised3Collected$2,900Days to pay8 days

Sf

CLOSED WON · MARCH$40,350$9,750 collected · $30,600 still open

Your Salesforce org knows what was sold. CashFish adds what was invoiced, what was paid, and what is still owed — pulled in read-only and matched to the records it already keeps.

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Sales-led teamsRevOpsFounder-sellersFinance of one

Salesforce · Available·Salesforce OAuth — read-only access to accounts, contacts & opportunities

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

01Between the win and the money

The deal closes on a Friday.
The invoice happens when someone remembers.

Salesforce records the win the moment a rep drags the card. Everything after that lives in a memory, a spreadsheet and a folder of PDFs — three places that never reconcile themselves.

CLOSED WON

A win nobody billed

Harbor & Co. moves to Closed Won on the 18th. The $12,200 is in the forecast, in the board deck, and in no invoice at all. It surfaces when the month closes, three weeks late.

$12,200 · no invoice on file

PIPELINE

A forecast made of stages, not of payment behaviour

The pipeline says June is a strong month. It does not mention that the two largest accounts in it have historically taken 47 days to pay.

stage date ≠ cash date

ACCOUNTS

One company, entered twice

A rep created the account in March. CashFish built its own contact from an emailed invoice in January. Two histories, one client, and neither half is complete.

duplicate held for review

REPORTING

Two exports and an afternoon

The opportunity report in one tab, the receivables list in another, and a lookup formula standing between you and the number somebody asked for at nine that morning.

opportunities.csv + ar.csv

None of this is a Salesforce failing. Your org was built to record the relationship and the sale. It was never asked to know what arrived in the bank.

02What comes across

Five things read in.
Nothing written back.

CashFish asks your org for the sales detail it needs to line deals up with money, and asks for no permission that could change a record.

SfREADS INNEVER WRITES BACK

This is a one-way, read-only sync: Salesforce data flows into CashFish, and nothing is ever written back to your org.

01Accounts & contactsmatched to existing CashFish clients by name and email, likely duplicates held for review

02Opportunities & stagesdeal value, stage, owner and expected close date for every open opportunity

03Closed-won revenueeach win paired with the invoice and the payment it should produce

04Custom fieldsdeal type, region, or any field you map at setup, kept as context on the record

05Historical opportunitiesan optional import from a date range you choose during setup

Access runs through Salesforce's own OAuth screen and can be revoked from either side at any time. Every connection shows its state in the Connection Health panel in settings, and data is protected with 256-bit encryption (SOC 2 Type II, ISO 27001, GDPR).

03The account, with its money attached

The org keeps the relationship.
CashFish keeps the balance.

Three March wins and two older accounts, read from a connected org. On the left, the stage Salesforce holds. On the right, what CashFish attached from records of its own.

Meridian LogisticsClosed Won · Mar 2 · $18,400Invoice sent Mar 4Unpaid 24 days1 invoice raised$18,400

Cobalt SystemsClosed Won · Mar 11 · $9,750Invoice raised Mar 12Paid Mar 2514 days to pay$9,750

Harbor & Co.Closed Won · Mar 18 · $12,200No invoice on fileFlagged the day it closed$12,200

Northwind MediaRenewal · Mar 6 · $6,8004 invoices raisedPaid in full47 days, 2 reminders$6,800

Atlas AdvisoryClosed Won · Feb 27 · $3,600Duplicate account mergedPaid Mar 89 days to pay$3,600

$40,350 closed in March · $9,750 collected · $30,600 still open

Salesforce stays the system of record for the relationship — the account, the contact, the opportunity, the stage your team set. CashFish imports that picture, attaches the invoices and payments it holds, and never writes back. If a stage changes in the org, it changes here. It never changes the other way.

04What becomes visible

The quarter you closed,
measured in money received.

Three things change once every opportunity carries its invoice and its payment. None of them ask a rep to fill in another field.

01

Wins that haven't turned into money yet

Every Closed Won opportunity is checked against your invoices and payments. A win with no invoice on file gets flagged the day it lands — before it becomes a month-old mystery.

Meridian Logistics — Closed Won Mar 2Invoice sent Mar 4 · unpaid 24 days$18,400Cobalt Systems — Closed Won Mar 11Paid Mar 25$9,750Harbor & Co. — Closed Won Mar 18No invoice on file — flagged$12,200

02

An expected-cash view of the pipeline

Open opportunities — value, stage, close date — feed a month-by-month estimate of what may arrive, built from your own payment history. Always shown as an estimate, never a guarantee.

April$41.5k est.May$28k est.June$64.2k est.

03

Accounts ranked by how they actually pay

Deal size tells you who buys big. Payment history tells you who pays on time. Seeing both side by side changes which accounts get your attention this quarter.

Meridian Logistics · pays in 11 days avgNorthwind Media · 47 days avg, 2 remindersCobalt Systems · new account, 1 deal

Forecasts and expected-cash views are estimates built from your own history, receivables, payables and recurring patterns. They are labeled as estimates wherever they appear, and they are never presented as certainties.

05How to begin

Three screens,
then the first match pass.

No API keys, no middleware, no export files. You approve what CashFish may read, and you approve what it matched.

Connections are managed in the Connection Health panel in settings, where each one shows its state and can be disconnected in a click.

01

Sign in with Salesforce

A standard Salesforce OAuth screen — you grant CashFish read-only access to accounts, contacts and opportunities. Revoke it any time, from either side.

02

Choose objects and history

Pick which objects sync, map any custom fields you want kept as context, and set a date range if you would like past opportunities imported.

03

Review the first match pass

CashFish lines Salesforce accounts up with clients it already knows and pairs Closed Won deals with invoices. You approve the matches before anything merges.

06Connects with

The rest of the path from won to paid.

HubSpotContacts, companies and deals read in, so revenue by source means dollars collected.OPEN →PipedriveEvery won deal followed from the pipeline to the invoice and the payment.OPEN →Zoho CRMContacts, Accounts, Deals and Products lined up with balances and payments.OPEN →StripeCard takings arriving as records, so a payment can meet the deal that earned it.OPEN →

CashFish also reads Gmail, Outlook, Yahoo Mail, iCloud Mail, Zoho Mail and any IMAP inbox, and connects to Google Calendar, Calendly, Stripe, Square, PayPal, Google Drive, Dropbox, OneDrive, Slack and Zapier. Accounting connections to QuickBooks and Xero are one-way imports into CashFish — those files stay your ledger and are never written to.

07The plan for this

Connect your Salesforce org

Read-only OAuth, first sync in minutes. Every plan starts with a 4-day free trial — cancel before it ends and pay nothing.

CRM connections come with Growth ($29/mo billed yearly). Stage-triggered automation, lead scoring, and profitability by client need Scale.

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

Start your 4-day free trial Start monthly at $39/mo

4-day free trial · Full refund guarantee

Your subscription begins after the 4-day trial unless canceled beforehand. Full refund guarantee within the first 4 days.

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08Questions about Salesforce

Five answers
before you connect an org.

No. The connection is read-only and one-way — opportunities, accounts and contacts flow into CashFish, and nothing goes back. You can see the connection in the Connection Health panel and revoke it at any time, from CashFish or from Salesforce itself.

Closed Won is a promise.See it kept.

The deal closes on a Friday.The invoice happens when someone remembers.

Five things read in.Nothing written back.

The org keeps the relationship.CashFish keeps the balance.

The quarter you closed,measured in money received.

Three screens,then the first match pass.