CashFish Platform
A signature should start revenue, not a filing chore. Signed DocuSign agreements become tracked contracts linked to deals and invoices.
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
The moment a contract is signed in DocuSign is the moment money is supposed to start moving. Connect DocuSign and CashFish captures signed agreements as contract records — linked to the deals, vendors and invoices they belong to, and watched from signature to payment.
Why it matters
Signed contracts disappear into inboxes, and the revenue they promise disappears with them. Work gets delivered, invoicing lags, and nobody can say which agreements have actually been billed. CashFish closes that gap — Revenue Leakage flags won deals that were never invoiced, so a signature never quietly turns into free work.
What you get
Signed DocuSign agreements captured into Contracts automatically
Vendors, amounts and dates extracted from signed documents
Contracts linked to CRM deals, vendors and invoices
Revenue Leakage flags signed work that was never billed
Every record gated by approval before it touches your numbers
Approved contract data feeds receivables, cash health and forecasts
How it works
1. Connect DocuSign with OAuth in about two minutes. Signed agreements start flowing into CashFish.
2. AI extracts the key details from each signed document, links it to the right deal and vendor, and flags anything that looks unbilled or at risk.
3. You approve. From there, CashFish tracks the contract from signature to invoice to cash — and tells you when the money doesn’t follow the paperwork.
Stop losing revenue between the signature and the invoice. 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
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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