CashFish Platform

Asana

Asana

Asana tracks the work. CashFish tracks whether the work got paid for.

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

Your team runs projects in Asana with real discipline. Then the handoff to billing happens over memory and good intentions. Connect Asana and your project execution sits beside your deals, invoices and cash flow inside CashFish — one view of what’s being delivered and what it’s earning.

Why it matters

The most expensive gap in a services business is the one between finishing the work and sending the invoice. Project tools never see the money; finance never sees the delivery. CashFish closes the loop — Revenue Leakage flags won deals that were never billed and stale deals losing momentum while the work carries on.

What you get

  • Connect Asana with OAuth in about two minutes

  • Project execution beside your pipeline, invoices and cash flow

  • Unbilled won deals flagged by Revenue Leakage

  • Stale deals surfaced before revenue slips away

  • Deal tasks and follow-ups managed in CashFish CRM

  • Every recommendation gated by your approval before it touches your numbers

How it works

1. Connect Asana with OAuth in about two minutes.

2. CashFish places your project execution beside your deals and billing, and AI flags the mismatches — finished work with no invoice, active projects tied to deals going cold.

3. You approve what matters. Your cash health, runway and forecasts stay built on data you’ve verified — with delivery finally in the picture.

If the work shipped, the invoice should exist. See what’s slipping through — 4-day free trial, cancel anytime, full refund guarantee.

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

Stop fighting your finances.

4-day free trial · Cancel anytime · Full refund guarantee

Start managing money smart.

Start managing money smart.

4-day free trial · Cancel anytime · Full refund guarantee

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CashFish

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CashFish