CashFish Platform
Intelligent client management with automated insights, pipeline tracking and revenue forecasting — no admin work.
2-min setup per connection
150 days of history imported
Zero manual entry
4-day free trial · full refund
The old way vs CashFish
Hours back, every single week.
TASK
THE OLD WAY
WITH CASHFISH
Monthly bookkeeping
20–40 hours
2–4 hours
Receipt processing
5–10 min each
Seconds, automatic
Invoice & deal tracking
Scattered spreadsheets
Deal-to-cash, live
Reconciliation
4–8 hours a month
Automated
Financial statements
Days after month-end
Real time
Year-end prep
2–4 weeks
Always ready
Intelligent client management with automated insights, pipeline tracking and revenue forecasting — no admin work. CashFish connects to your existing sources in about two minutes, imports 150 days of history, and keeps everything in sync automatically — every five minutes, every day.
What you get
360-degree client profiles built automatically from your email and payments
Automated follow-ups when a conversation goes quiet
Revenue forecasting from live pipeline health
Deals move stages on their own from real conversations
Every plan starts with a 4-day free trial — cancel anytime, full refund guarantee. Connect once and let CashFish do the rest.
Start in minutes
Connect in about 2 minutes
150 days imported automatically
AI extracts and organizes it all
You approve — done
4-day free trial · Cancel anytime · Full refund guarantee
Works best with
Explore more of the platform.
AI-Powered CRM
Pipeline, contacts and deals on autopilot.
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AI Bookkeeping
Books that build themselves from your documents.
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Cash Flow Management
Runway, forecasts and cash health, live.
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Smart Invoicing
Create, send and get paid without chasing.
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Revenue Intelligence
Find the money you earned but never billed.
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Integrations Hub
Connect your whole stack in minutes.
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Stop fighting your finances.
4-day free trial · Cancel anytime · Full refund guarantee
4-day free trial · Cancel anytime · Full refund guarantee
CashFish
AI-powered financial operating system for modern businesses.
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