CashFish Platform
Know which clients and channels actually make you money — margins built from approved transactions, not estimates.
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
Revenue tells you what came in. Profitability tells you what was worth it. Because CashFish holds your approved income and expenses in one system, your reports show real margins by client and channel — computed from actual transactions, not a spreadsheet model.
Why it matters
Most businesses cannot answer which client is their least profitable — the data is split across invoicing, expenses and a CRM that never talk. Guessed margins lead to mispriced work. CashFish answers from the same verified numbers your books run on.
What you get
Revenue and costs from approved transactions, in one system
Margin visibility by client from real data
Channel revenue deduplicated so margins are never inflated
Revenue Leakage recovers income you earned but never billed
Multi-currency kept separate — never merged, never double-counted
Reports exportable to CSV and PDF
How it works
1. Connect your revenue and expense sources with OAuth — about 2 minutes per connection, with your history imported on connect.
2. AI structures every transaction and ties revenue and costs to the clients and channels they belong to, flagging leakage that erodes margin.
3. You approve the data, then read the answer in your reports — real margins, exportable to CSV or PDF, updated as new transactions land.
Price on facts, not feelings. 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.
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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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