TASKS & PROJECTS · SLACK

The money news,delivered to the channel

Route CashFish's financial alerts and approval prompts into the Slack channels your team already watches. Thresholds keep the noise out; the decisions flow back in.

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Ops teamsFinance leadsAgenciesRemote teams

Slack · Available·Slack OAuth — app install with channel permissions

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

01The approval that lived and died in a thread

Somebody asked. Somebody said yes.
Nobody wrote it down.

A channel is a fast place to decide something and a terrible place to keep it. Three weeks later the decision exists only as a memory and a card charge.

09:14“Can I get the laptop before the trip?” lands in #finance with a screenshot.The expense does not exist anywhere yet. It is a message.

11:02“Approved 👍” arrives three messages later, from somebody senior enough.No amount, no approver on record, no date — nothing that survives.

16:40The thread scrolls past a deploy notice and two lunch photos.The card statement finds the $1,240 next month, alone and unexplained.

THE GAP $1,240 approved · 0 records written

The problem was never the speed of the channel. It was that the fastest place to decide had no way of remembering what got decided.

02What crosses the line

Alerts go out.
Only clicks come back.

CashFish installs as an app with permission to post. It does not read conversations, private channels or files — the only inbound signal is somebody pressing a button on a message CashFish itself sent.

DIRECTION OF TRAVELCashFish posts alerts and approval prompts into channels you choose and reads back only the clicks on its own buttons — it never reads your Slack conversations.

01Approval decisionsan Approve or Reject tapped in Slack updates the expense in CashFish, stamped with who and when

02Overdue & paid alertsinvoice status changes posted to whichever channel you route them to

03Budget warningsa category nearing its monthly limit warns the channel before the overspend, not after

04Scheduled digestsa Monday cash summary in #finance, configured once and delivered every week

05Threshold rulesonly events above the amounts you set trigger a message — the small stuff stays quiet

Every event type has its own switch and its own amount threshold, and each one routes independently: payment confirmations to one channel, budget warnings to another, or everything into a single #finance. One event can post to several channels at once. Below-threshold events are still recorded in CashFish — they just arrive silently.

03The thread that became a cost

Said in a channel.
Kept on a record.

Four messages from one week in #finance, and the record each one produced. Every decision carries its approver and its timestamp long after the message has scrolled away.

#finance — expense requestStock photos approved by Ryo, 11:04→Marketing — assets$29.00

#finance — approval promptNew laptop, waiting on a named approver→Equipment$1,240

#finance — invoice alertInvoice #187 marked paid→Harbor & Co. — retainer$940

#growth — budget warningAd spend reached 85% of the monthly limit→Marketing — adswarned early

$1,044 decided this week. $1,240 still waiting on one person.

CashFish posts its own messages and reads back only the clicks on its own buttons. Your conversations, private channels and files are never read, and every approval lands in CashFish stamped with who decided and when.

04What changes

The channel gets
quieter and more useful.

A finance channel only works while people still read it. Thresholds decide what is worth an interruption; everything below the line is recorded without a sound.

Alerts that respect the channel

A finance channel is only useful while people still read it. Amount thresholds and per-event toggles mean what gets posted is worth the interruption — and what isn't, stays in CashFish.

Approvals in the thread

The request, the amount, and two buttons. The approver decides in seconds, the submitter gets notified, and the record in CashFish carries the decision and its author.

Monday knows the cash position

A weekly digest gives the whole team the same starting number. Four weeks of those, and everyone can feel the trend without anyone building a report.

05Connecting it

Three steps,
and the thresholds are yours.

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.

Install from the Slack directory

Add CashFish to your workspace and authorize it to post messages. It gets no access to existing conversations.

Route events to channels

Send payment confirmations to one channel, overdue and budget warnings to another. Every event type maps independently.

Set thresholds and approvers

Choose the amounts worth a message, and — on the Teams plan — name who can approve expenses straight from Slack.

Connection method: Slack OAuth — app install with channel permissions. 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

Slack carries the news.
These carry the work.

Microsoft TeamsThe same alerts and approval prompts, delivered into Teams channels instead.NotionClient and project databases matched to CashFish records, with review tasks written back where you allow them.AsanaMilestone completions read as billing points, project by project, internal work left out.ZapierThe connective tissue for the rest — 1000+ apps wired to CashFish events on Growth.

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.

See all integrations

07The plan for this

Money news where the team looks

Route your first alert in minutes. If the channel doesn't get quieter and smarter, cancel inside the 4-day trial.

Slack alerts ride on the 1000+ app integrations from Growth up; expense approval routing is part of the Teams plan.

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

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08Six straight answers

What teams ask
before they let a bot into #finance.

Not if you use the controls. Every alert type has its own on/off switch and amount threshold, so a $12 subscription charge never pings anyone while a $1,200 invoice does. Below-threshold events are still recorded in CashFish — just silently.