CashFish Platform
The numbers that run your company, without the spreadsheet that runs your weekend.
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
You need the truth about cash, revenue and risk — not a fifteen-tab spreadsheet someone updates when they remember. CashFish gives you a live financial picture built from real documents, verified through an approval gate, and summarised at the altitude you actually operate at.
Why it matters
The gap between what leadership sees and what’s actually happening is where companies get hurt. Stale reports, reconciliations that lag by weeks, and revenue that leaks silently between systems. CashFish closes that gap with numbers that update as documents arrive and only count once a human has approved them.
What you get
Cash health score, runway and 7/30/90-day forecasts at a glance
Org-wide dashboards on the Teams plan
Anomaly and leakage alerts that surface problems before they surface themselves
An approval gate that guarantees every number was verified by a person
CSV and PDF reports ready for the board
One platform replacing six disconnected tools across the company
How it works
1. Have your team connect the company’s inboxes, drives and financial tools — about two minutes each, all OAuth, with 150 days of history imported.
2. AI ingests every document, extracts the data, and recommends categorisation while flagging anomalies, duplicates and revenue leakage.
3. Your team approves each item, and you watch verified numbers roll up into dashboards, forecasts and reports you can trust in front of anyone.
See your company clearly before your next board meeting. Start a 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
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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