CashFish Platform
Your projects live in ClickUp. Your money should know about them.
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
ClickUp knows what your team is delivering. CashFish knows what you’re earning. Connect the two and your project execution sits beside your deals, invoices and cash flow — so delivery and billing finally see each other.
Why it matters
Work gets delivered on time and billed late, or never. Project tools don’t know an invoice exists; finance tools don’t know the work shipped. That blind spot is where revenue leaks — CashFish surfaces won deals with no invoice behind them and stale deals going quiet while the work moves on.
What you get
Connect ClickUp with OAuth in about two minutes
Project execution visible beside deals, invoices and cash flow
Won deals with no invoice flagged by Revenue Leakage
Stale deals surfaced before they quietly die
Deal tasks and follow-ups tracked in CashFish CRM
Approved data only — nothing hits your numbers without your sign-off
How it works
1. Connect ClickUp with OAuth in about two minutes.
2. CashFish lines up project execution with your pipeline and billing, and AI flags the gaps — delivered work that was never invoiced, deals going stale while the project runs.
3. You approve every recommended action. Your forecasts and cash health stay built on verified data, now with delivery in view.
Delivered should mean billed. Put your projects next to your money — 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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