CashFish Platform
Import your Pipedrive pipeline in one move — then run revenue from a system that connects every deal to actual money.
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
Pipedrive knows your deals. It does not know whether won deals ever got invoiced, whether the invoices got paid, or what your pipeline means for next month’s cash. CashFish imports your contacts, companies, deals, and stages, then connects all of it to your real financial data — so switching costs you nothing and hiding costs revenue nowhere to go.
Why it matters
A standalone CRM stops at closed-won. That is exactly where revenue starts leaking: unbilled won deals, missing invoices, stale opportunities nobody re-opened. CashFish runs your pipeline and your money in one system, so a won deal without an invoice is a flag, not a mystery.
What you get
One-way import of contacts, companies, deals, and stages — switch without losing anything
Multiple pipelines with templates for Services, E-commerce, Subscription, and Marketplace models
Won deals matched against invoices, with unbilled work surfaced automatically
Stale deals and at-risk revenue flagged by Revenue Leakage detection
Activity Intelligence turns meetings, calendar, and email into deal momentum
Revenue Operator recommends evidence-only actions, executed solely on your approval
How it works
1. Connect Pipedrive with OAuth in about two minutes and import your pipeline — contacts, companies, deals, and stages arrive intact.
2. CashFish matches deals to invoices and payments, computes momentum from real activity, and flags leakage: unbilled won deals, missing invoices, stale opportunities.
3. Approve the recommended actions and run your entire revenue operation — pipeline to cash — from CashFish.
Bring your pipeline, keep your history, and see what it is actually worth in cash. Free for 4 days, 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.
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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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