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ClickUp

CashFish Platform

ClickUp

ClickUp

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

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

© 2026 CashFish Inc. All rights reserved.

CashFish

CashFish

CashFish