Every business swears its finances are different. A services firm bleeds money through unbilled work. A store bleeds it through scattered order data. A subscription business bleeds it through quiet churn. CashFish is built around those realities, with pipeline templates for Services, E-commerce, Subscription and Marketplace revenue models.

Why it matters

You are probably running six disconnected tools right now: spreadsheets, manual bookkeeping, a standalone CRM, a reporting add-on and whatever glue holds them together. Every handoff between them is a place revenue leaks and hours disappear. CashFish replaces the stack so your workflow lives where your numbers do.

What you get

• Services: deal-to-invoice workflows that flag unbilled won work

• E-commerce: 12-month order import across Square, WooCommerce, BigCommerce, Magento and Etsy

• Subscriptions: recurring revenue tracking with Retention Intelligence

• Marketplaces: pipeline templates matched to your revenue model

• Growing teams: 7 roles, threshold approvals and an immutable audit trail

• Every business: cash health score, runway and forecasts from approved data

How it works

1. Connect your email, storage, store and financial tools — about 2 minutes each, all OAuth. CashFish imports 150 days of history on connect.

2. AI extracts every document and recommends categories, deal matches, budgets and leakage alerts tuned to how your business earns.

3. You approve what is right. Only approved data powers your score, runway, forecasts and reports.

Whatever your workflow looks like, see it running in one system. Start your 4-day free trial — cancel anytime, full refund guarantee.