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Platform Directory

CashFish Platform

Platform Directory

Platform Directory

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

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

© 2026 CashFish Inc. All rights reserved.

CashFish

CashFish

CashFish