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Technology & Software
CashFish — AI Finance & CRM SaaS for Small Businesses
A real project. Alpha Expansion worked across CashFish, an AI financial operating system and CRM for small businesses, from database security and performance to the public website.
- Built for
- CashFish (cashfish.io)
- Platform
- AI finance & CRM SaaS
- Scope
- 9 modules, 5 user journeys
- Capabilities
- Software Development, UI/UX Design, Web Development
CashFish is an AI financial operating system for small businesses.
It connects to email (Gmail, Outlook, IMAP) and to business tools, extracts invoices and receipts with AI, and turns approved documents into cash health, runway and revenue-leakage insights next to a CRM pipeline. The product runs on a React and TypeScript front end with a Supabase backend (172 edge functions and 423 migrations at the time of the audit) and Stripe subscriptions across four plans: Starter, Growth, Scale and Teams. Alpha Expansion's role covered the pre-launch audit, backend hardening, product fixes and the marketing website.
CashFish had a strong product but a real pre-launch risk list: overdue and date logic that contradicted itself across views, AI extraction that failed silently, duplicate income records, slow sign-in and page loads, and row-level security on a finance database that had never been verified at code level.
Alpha Expansion ran an external and authenticated audit, then a code-level audit with the repository, fixed root causes in the Supabase backend, shipped product fixes across the app, and designed and built the new cashfish.io marketing site in Framer with a CMS-driven page system, pricing and integrations hub.
The challenge, in depth
The public site was clean, but the authenticated app told a different story. Overdue and due-date logic disagreed between the dashboard, receivables and payables. Counts differed between views (invoices, documents to review, vendors). AI extraction produced $0 amounts and raw email headers as vendor names without surfacing errors. Income was duplicated in some sync paths. Sign-in took 9 to 20 seconds and some pages far longer. Most importantly for a finance product, row-level security in the database had never been verified from the code, and a later hardening migration written by a code generator introduced a policy that matched nobody.
Platform strategy
Audit first, fix root causes second, scale infrastructure last. Alpha Expansion started with an external and authenticated review of the live app, then got repository access and audited the code, migrations and edge functions directly. Every symptom was traced to its source instead of patched in the UI: dates were derived consistently, duplicate income was fixed at the sync layer, and the performance problem was measured before anyone touched the database plan. It turned out to be self-inflicted cron load, not user traffic. Only after the backend was stable did the work move to the public website.
What this platform includes
Email & document ingestion
AI invoice and receipt extraction
Cash health and runway
Revenue leakage detection
CRM pipeline
Multi-workspace teams
Stripe subscription billing
Integrations hub
Marketing website
Inbox and ingestion
connected mailboxes and integrations feed documents into a review inbox where AI extracts vendor, amount and dates before a human approves.
Cash intelligence
approved data drives cash health, runway, receivables and payables, and revenue-leakage checks.
CRM pipeline
deals, stages and contacts live next to the money they represent.
Workspaces and teams
personal and company workspaces with member permissions and plan gates.
Billing
Stripe subscriptions with a pay-then-claim signup, a short free trial and a refund guarantee.
Marketing site
cashfish.io rebuilt in Framer with a cinematic hero, scroll story, pricing with a monthly and yearly toggle, an integrations hub and CMS-driven pages.
Visitor to paid plan (pay-then-claim signup)
Inbox to approved invoice
Approved invoice to cash-flow forecast
Lead to CRM deal
Owner to team workspace
How the platform works
The user's path
A visitor lands on cashfish.io, picks a plan and pays through Stripe, then claims the account. Inside the app, connected inboxes and tools send invoices, receipts and deals into the inbox. AI proposes the extracted fields, the user approves, and approved records flow into receivables, payables, cash-flow forecasts and the CRM. The dashboard keeps the essentials visible: quick actions, connection health, trends and the cash health score.
Admin and operations
Owners manage workspaces, invite team members and control what members can do, including document approval rights. Plan limits are enforced server-side. A connections page shows each integration's sync status, and internal jobs handle reminders, webhook retries and housekeeping. Part of the audit rightsized 15 always-on scheduled jobs that were firing about 4,700 times a day, cutting database load by roughly 77% and restoring normal sign-in times.
Integrations and automation
Email: Gmail, Outlook and IMAP. Business tools: HubSpot, Zoho, Calendly, Salesforce, Pipedrive, Shopify (private beta), WooCommerce, Stripe, PayPal, Square and Wise. Storage: Google Drive, Dropbox and OneDrive. Accounting data can be imported one-way from QuickBooks and Xero. Automation covers document extraction, deduplication, reminders and webhook delivery, all running as Supabase edge functions.
How it should look and feel
Real product screenshot of the CashFish dashboard: Quick Actions, Connection Health, financial trends, spending by vendor and the Cash Health Score, shown with demo data.
The app is a dark, data-dense dashboard with a clear approval loop at its centre. The marketing site follows the CashFish brand: near-black green surfaces, a neon-green signature colour, Poppins type, glass panels and real product screenshots inside device frames rather than illustrations. Every claim on the site was checked against the product brief before it went live.
Inside CashFish
The interface below is live: change the range, open another area from the navigation, pick a record, or switch to the mobile app.
A screen of the live product
- Services behind this build
- Fintech software development
- Custom software development
- UI/UX design
- Web application development
What this platform changes
- Verified tenant isolation
- A duplicate-income root cause fixed
- Cron load cut by roughly 77%
- Consistent overdue logic
- A published marketing site on cashfish.io
Shipped to production: a security-audit fix set merged and deployed, a row-level-security bug fixed, the duplicate-income root cause fixed, consistent overdue derivation across views, empty-state calls to action on eleven screens, and the cron rightsizing that removed most of the database load. The new marketing site was published and cashfish.io was switched to it, with full pricing, legal pages and a responsive audit completed before ad campaigns. We do not publish CashFish's private revenue or customer numbers.
From first workshop to launch
Audit
external review, authenticated review, then code-level audit with the repository.
Backend hardening
RLS verification and fixes, cron rightsizing, sync and date logic.
Product fixes
dashboard consistency, empty states, extraction guardrails.
Website
hero and story, pricing, integrations hub, CMS pages, legal pages.
Launch readiness
responsive and SEO pass, redirects and monitoring.
Questions, answered
Yes. CashFish is a live product at app.cashfish.io. Alpha Expansion audited and hardened the backend, fixed product issues and built the marketing website at cashfish.io. The dashboard shown on this page uses demo data.
A React and TypeScript front end, a Supabase backend (Postgres, auth, storage and edge functions), Stripe for subscriptions, and a Framer marketing site with CMS-driven pages.
Gmail, Outlook and IMAP for email; HubSpot, Zoho, Calendly, Salesforce, Pipedrive, Shopify (beta), WooCommerce, Stripe, PayPal, Square and Wise for business tools; Google Drive, Dropbox and OneDrive for files; one-way imports from QuickBooks and Xero.
Yes. Unlike the concept case studies on this site, this page describes real work on a live product that our team builds and runs. Figures in the product screenshots are demo data, and private business metrics are not published.
Build a finance-grade SaaS with a team that has shipped one.
Alpha Expansion can audit, harden, design and grow your product, from database security to the marketing site that sells it.