Alpha Expansion

Start a Project

Book a Consultation

Alpha Expansion

Home

Work

Services

Industries

Process

About

Resources

Start a Project

Book a Consultation

Real Project

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

SaaS Companies

Platform

AI finance & CRM SaaS

Build a Similar Platform

9:41

●●●

Hi, Maya

BOOKINGS

2,140

+17%

this month

Search flights

Hotels

Itinerary

Amara Osei

Lisbon - 5 nights - 2 guests

$1,860

Jonas Weber

Tokyo - 9 nights - 1 guest

$4,120

Lea Fontaine

Marrakech - 4 nights - 4 guests

$2,340

Home

Activity

Cards

Profile

Notification

Booking confirmed - A. Osei

2m ago

Revenue

$412K

+12% vs last week

AI invoice extraction

cash-flow intelligence

CRM pipeline

Stripe billing

Product Modules

User Journeys

Key Systems

Build Phases

Real project · SaaS · Finance & CRM

CashFish — an AI finance & CRM SaaS, designed and built by Alpha Expansion

Production SaaS · web app, admin & mobile

SaaS · Finance & CRM keywords this build targets

AI financial operating systemcash flow forecastingAI invoice & receipt extractionrevenue leakage detectionrunway trackingCRM pipelineemail ingestion (Gmail, Outlook, IMAP)Stripe subscription billingmulti-workspace teamsSupabase edge functions

Overview

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.

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

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

The Challenge

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.

The Approach

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, Expanded

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

The User Journey

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

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.

User Flow

Admin & Operations

Integrations & Automation

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.

Visual Direction

Screens & design system · SaaS · Finance & CRM

CashFish — an AI finance & CRM SaaS, designed and built by Alpha Expansion

Production SaaS · web app, admin & mobile

Colour

Type · Poppins

AaHeadline 600 · Body 400 · Label 500 caps

Components

New transferSecondaryPaidDueOverdue

Screens

11Dashboard · Inbox · Invoices · Cash flow + mobile

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.

Expanded

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.

Business Impact

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 the client's private revenue or customer numbers.

SaaS Companies - operations

mainv2.14.0eu-west-1

All systems operational

Deploy pipeline

#1877 - triggered by merge

✓

Build

14.2s

passed

✓

Test

412 passed

passed

✓

Security scan

0 critical

passed

✓

Deploy - staging

eu-west-1

passed

✓

Smoke tests

38 / 38

passed

Deploy - production

canary 10%

$ release promote --env production --canary 10
✓ health checks green - rolling to 100% in 4m 

Service health

p95 latency - 30 min

Email & document ingestion

43 ms

99.95%

AI invoice and receipt extraction

50 ms

99.96%

Cash health and runway

57 ms

99.97%

Revenue leakage detection

64 ms

99.98%

CRM pipelineMulti-workspace teams

Error budget

82% remaining

Build Roadmap

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.

Related Alpha Expansion capabilities used on CashFish include software development, UI/UX design and web development.

Explore

Frequently Asked Questions

Is CashFish a real Alpha Expansion project?

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.

What stack does CashFish run on?

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.

Which integrations does CashFish support?

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.

Is this a real client case study?

Yes. Unlike the concept case studies on this site, this page describes real work on a live product. 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.

Start a Project

All Case Studies