CashFish Platform
How your financial data is stored, encrypted, isolated and deleted — in plain language, with nothing hand-waved.
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
You are handing a platform your invoices, your payroll records and your cash position. You deserve specifics, not a badge wall. This page lists exactly what protects your data, how you verify it and how you leave with everything if you choose to.
Why it matters
Financial data is the last thing you can afford to place on trust alone. Vague security pages that say ‘bank-grade’ and stop there are asking you to take the most sensitive part of your business on faith.
What you get
Row-level security enforced on every table
OAuth tokens encrypted with AES-256-GCM
MFA with TOTP and active session management
GDPR export and hard delete, with a 30-day retention purge
Public subprocessor list and a downloadable DPA
Weekly automated security gates and an immutable, DB-enforced audit trail on Teams
How it works
1. Connect every source through OAuth in about 2 minutes — CashFish never asks for your other tools’ passwords, and tokens are encrypted with AES-256-GCM at rest.
2. AI extracts and recommends inside an environment isolated by row-level security, and nothing touches your numbers until you approve it.
3. You stay in control: MFA and session management on your account, an immutable audit trail on Teams, and GDPR export or hard delete whenever you decide to leave.
Verify everything on this page yourself during the 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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