Financial Management · Founded by Vivek Kumar in 2020

CashBook

UPI wallets for business expense, issue wallets to your employees, set limits, track spend, and sync with Tally & Zoho. NPCI-certified, RBI-regulated.

Cost

Demo

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use CashBook to issue UPI-powered digital wallets to employees for business expenses. Set spending limits, track every transaction in real-time, and control where money gets spent. Employees can pay anyone using UPI by scanning QR codes. All transactions sync automatically with Tally and Zoho Books for faster accounting. You get a dashboard to monitor project-wise spending across different locations and can approve expenses after they happen.

What CashBook does

Create UPI wallets for team members with custom limitsMonitor all employee transactions from one dashboardSet up automatic spending limit resets by day or weekSync expense data with accounting software automaticallyApprove or reject expenses after they happenTrack spending by project, location, or departmentGenerate expense reports with attached receiptsControl which vendors employees can payIssue UPI wallets to employees in under one hourSet daily, weekly, or beneficiary spending limits that auto-resetTrack every rupee spent in real-time across multiple locationsOne-click sync transactions with Tally and Zoho BooksPay anyone on UPI - individuals and merchantsPost-payment approval system for policy adherenceProject-wise spend monitoring from single dashboardNPCI-certified and RBI-regulated security