CashFish Platform
A CRM that knows whether the deal actually got paid.
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
Most CRMs stop at closed-won. CashFish keeps going — matching every deal to the invoice it should generate and the payment that should follow, so your pipeline reflects cash, not optimism. It’s the CRM and the money, finally in the same system.
Why it matters
The gap between closed-won and cash-in is where revenue quietly dies: deals won but never invoiced, invoices sent but never chased, accounts drifting away unnoticed. A standalone CRM can’t see any of it. CashFish can, because it watches the deals and the money together.
What you get
Smart Pipeline with multiple pipelines and templates for Services, E-commerce, Subscription and Marketplace models
Deal matching that connects payments received to the deals that won them
Activity Intelligence — meeting, calendar and email signals turned into deal momentum
Revenue Leakage alerts for unbilled won deals, missing invoices and stale deals
Retention Intelligence to catch at-risk accounts before they churn
Revenue Operator: evidence-based recommended actions, executed only when you approve
How it works
1. Connect your email, calendar and payment tools in about two minutes each via OAuth — and import contacts from HubSpot, Salesforce, Pipedrive, Zoho CRM or Notion.
2. AI matches payments to deals, reads activity signals into momentum, and surfaces leakage: won deals with no invoice, invoices with no payment, deals going quiet.
3. You approve each recommended action before it runs. Your pipeline stops being a forecast of hope and becomes a view of real revenue.
Close the gap between closed-won and cash-in. Try CashFish free for 4 days on Scale — 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.
© 2026 CashFish Inc. All rights reserved.