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For CFOs

CashFish Platform

For CFOs

For CFOs

Forecasts you can defend, exports you can hand over, and a control layer where nothing posts without approval.

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 carry the numbers, so the numbers have to be right. CashFish is built around a principle you’ll recognise: nothing enters the books until a human approves it. Everything downstream — forecasts, reports, dashboards — draws only from that verified foundation.

Why it matters

The real cost of a weak data pipeline is defending numbers you can’t fully trace. Manual entry introduces errors, silent duplicates inflate revenue, and forecasts inherit every flaw. CashFish gives you deterministic dedup, tiered reconciliation and a documented approval trail from source document to report.

What you get

  • Hybrid 80/20 forecasting with stored accuracy snapshots, so you know how good your forecasts actually are

  • Four-tier reconciliation engine matching documents to transactions

  • Document Review approval gate — nothing hits the numbers unverified

  • Multi-currency handled correctly: never merged, never double-counted

  • Immutable, database-enforced audit trail with audit export on Teams

  • CSV and PDF reports, plus budgets with variance alerts by department

How it works

1. Connect your financial stack — Stripe, QuickBooks, Xero, email, drives — in about two minutes each via OAuth. Accounting history imports one-way, so you bring everything and lose nothing.

2. AI extracts and reconciles every document through four matching tiers, recommends categorisation, and flags duplicates, anomalies and leakage.

3. You or your team approve each item through the review gate. Approved data feeds forecasts whose accuracy is tracked over time, and reports that trace back to source documents.

Get a control layer, not another dashboard. Try CashFish free for 4 days — 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

CashFish

CashFish