CashFish Platform
Bring your HubSpot CRM into CashFish and run pipeline and cash in one system.
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
Your CRM knows which deals you won. Your finances know which ones you actually got paid for. Import your HubSpot contacts, companies, and deals into CashFish and the gap between the two finally closes — pipeline, invoices, and cash flow in one system.
Why it matters
When your CRM and your finances live in separate tools, revenue leaks in the space between them: won deals that were never invoiced, stale deals nobody chased, at-risk revenue nobody saw. You are paying for two systems that cannot answer one question — did the money arrive.
What you get
Import HubSpot contacts, companies, and deals into CashFish
Multiple pipelines with templates for Services, E-commerce, Subscription, and Marketplace revenue models
AI deal matching against real income and invoices
Revenue Leakage detection — unbilled won deals, missing invoices, stale deals, at-risk revenue
Activity Intelligence turns meeting, calendar, and email signals into deal momentum
Revenue Operator recommends evidence-only actions, executed only on your approval
How it works
1. Connect HubSpot with OAuth — about 2 minutes — and bring your contacts, companies, and deals into CashFish.
2. AI matches your deals against real income and invoices, scores momentum from activity signals, and flags leakage: won deals never billed, invoices never sent, deals going cold.
3. You approve every recommended action before it runs. Then you operate your entire revenue engine — pipeline to payment — from CashFish.
Stop losing revenue between your CRM and your books. Start your 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.
Read →
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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