CashFish Platform
Turn every Teams meeting into deal intelligence — momentum, engagement, and early warnings, straight from where the conversations happen.
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 deals advance or stall inside Microsoft Teams meetings, but that signal usually dies the moment the call ends. CashFish connects to Teams in about two minutes and feeds meeting activity into Activity Intelligence, where it becomes measurable deal momentum.
Why it matters
You can’t manage momentum you can’t see. When meeting activity lives in Teams and deal status lives somewhere else, deals drift for weeks before anyone notices. CashFish joins the two, so a quiet deal looks quiet on the board — early, while you can still act.
What you get
OAuth connection in about 2 minutes
Teams meeting signals feed Activity Intelligence
Meetings matched to CRM contacts, companies, and deals
Deal momentum computed from real activity, not manual updates
Stale and at-risk deals surfaced through Revenue Leakage detection
Evidence-only recommended actions, executed only on your approval
How it works
1. Connect Microsoft Teams with OAuth — about two minutes.
2. CashFish maps meeting activity to the right deals and blends it with calendar and email signals inside Activity Intelligence.
3. Review momentum across your pipelines and approve the actions the evidence recommends. Nothing executes without you.
Your meetings are already telling you which deals need attention. Connect Teams and try CashFish free for 4 days with a 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.
Read →
AI Bookkeeping
Books that build themselves from your documents.
Read →
Cash Flow Management
Runway, forecasts and cash health, live.
Read →
Smart Invoicing
Create, send and get paid without chasing.
Read →
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.
© 2026 CashFish Inc. All rights reserved.