CashFish Platform
Create professional invoices inside the platform that already knows your clients, your deals and what you forgot to bill.
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
A standalone invoice generator makes a document. CashFish makes the document, then watches it — because your invoices live next to your pipeline, your receivables and your revenue leakage detection. The invoice is not the end of the job. Getting paid is.
Why it matters
The expensive problem was never formatting an invoice. It is the won deal that never got billed, the invoice that quietly aged past 60 days, the one you sent twice to the wrong entity. Disconnected invoice tools cannot see any of that.
What you get
Professional invoices created in-app, connected to contacts and deals
Unbilled won deals flagged by Revenue Leakage before money slips
Missing-invoice detection across your pipeline
Receivables aging that tracks every invoice until it is paid
Client and vendor records built automatically from your documents
Reports exported to CSV and PDF when you need to share
How it works
1. Connect your email and CRM tools in about 2 minutes each, all OAuth. Your contacts, deals and 150 days of document history come in.
2. AI matches deals to invoices and flags the gaps — won work with no invoice, stale deals, at-risk revenue.
3. You create and approve invoices in-app, then watch receivables aging until every one is settled.
Invoice from the system that knows what you are owed. 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.
Read →
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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