CashFish Platform
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
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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