CashFish Platform
Every module, feature and integration in one map. This is what replacing six disconnected tools actually looks like.
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
CashFish is a full financial operating system: money in, money out, the revenue engine behind both, and the controls that keep it all trustworthy. This directory lays out every module and integration so you can see the whole machine before you commit to any part of it.
Why it matters
Stitched-together stacks hide their gaps — you only find the missing piece when a number does not reconcile. A single platform earns trust by showing everything it does in one place, so you know exactly what replaces what.
What you get
Money in: Income, Receivables, Invoices and e-commerce revenue
Money out: Expenses, Payables, Vendors, Payroll records and Budgets
Revenue engine: CRM, Smart Pipeline, Revenue Leakage, Revenue Operator, Retention and Activity Intelligence
Control layer: Documents, Document Review, Contracts, Import History and Tax Hub
Planning: Cash Flow, cash health score, runway, forecasts and Reports
Teams: 7 roles, departments, threshold approvals and an immutable audit trail
How it works
1. Connect your sources — email, storage, stores, Stripe, accounting history — in about 2 minutes each, all OAuth.
2. AI feeds every module from the same extracted, deduplicated data, so Income, Leakage and Forecasts never disagree with each other.
3. You approve what enters, and every module in this directory runs on that single approved source of truth.
Explore the whole platform with your own data inside it. 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.
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.
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