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For Marketing Agencies

CashFish Platform

For Marketing Agencies

For Marketing Agencies

Retainers billed on time, passthrough spend recovered, and client margins built from numbers you actually approved.

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

Agency finances leak in ways spreadsheets never catch: retainers invoiced late, ad spend fronted for clients and never fully rebilled, tools nobody remembers subscribing to. CashFish builds your finances from the documents already flowing through your inbox and Stripe — and nothing counts until you approve it.

Why it matters

The most expensive money in an agency is the money you earned but never collected. A won deal with no invoice, a receivable aging past comfort, passthrough ad spend absorbed into your own costs. Revenue Leakage hunts these down — unbilled won deals, missing invoices, stale deals — so recovery becomes routine, not archaeology.

What you get

  • Retainer invoices and receivables aging in one live view

  • Ad platform receipts and SaaS bills extracted from your inbox

  • Subscription detection that exposes tool sprawl

  • Unbilled won deals and missing invoices flagged by Revenue Leakage

  • CRM pipelines from the Services revenue model template

  • Client margins in reports built from real, approved data

How it works

1. Connect your email, Stripe and CRM in about 2 minutes each — all OAuth, with 150 days of history imported so trends show up on day one.

2. The AI extracts every invoice and receipt, matches revenue to deals, recommends categories, and surfaces leakage with the evidence attached.

3. You approve what is real. Approved data alone powers your cash health score, runway, forecasts and the client-margin reports you run the agency on.

Replace the spreadsheet patchwork with one system that bills, tracks and recovers. Try it free for 4 days — 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

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CashFish

CashFish

CashFish