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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Establish a user profile and a virtual card within the American Express Go portal for your team, allowing the option to issue a physical card if necessary. Employees will receive virtual cards directly through the Amex GoTM mobile application, enabling immediate online usage or easy integration into a mobile wallet for convenient access. All transactions made by users are aggregated into a single bill, streamlining the expense management process. You can effortlessly generate virtual cards for employees online and make adjustments as their requirements evolve. Additionally, employees have the flexibility to add funds to their cards to ensure continuous usage. By implementing spending limits and time restrictions, you gain enhanced oversight over on-the-go expenditures. The reconciliation of employee expenses becomes quick and straightforward, with vital information such as employee names and optional accounting codes linked to each transaction. Moreover, this solution alleviates the need for employees to rely on their personal cards for expenses that necessitate reimbursement, reducing the administrative burden of processing out-of-pocket expense reimbursements. This feature ultimately simplifies financial management and improves overall efficiency for your team.

Description

The CashBook UPI Wallet offers a clever and secure way for companies to streamline the management of employee expenses in a digital format. Rather than dealing with cash transactions or reimbursement processes, organizations can provide their employees with prepaid UPI wallets. The activation of these wallets occurs instantaneously through digital KYC, which guarantees compliance and facilitates a smooth onboarding experience. Employees can receive funds directly into their wallets and utilize them effortlessly through various UPI methods, such as scanning a QR code, using a UPI ID, or sending a collect request, all while being able to attach supporting documents like bills and receipts. For finance departments, CashBook delivers comprehensive visibility and control with features like real-time tracking, categorization, proof management, and insights into spending locations. Companies have the ability to impose spending limits, establish guidelines, and incorporate custom fields for detailed analysis. Additionally, the solution integrates seamlessly with Tally and Zoho Books, enabling accurate reconciliation without the need for manual data entry. With the assurance of NPCI-certified security and compliance with RBI regulations, CashBook not only aids businesses in saving time and preventing financial leakages but also provides them with in-depth real-time analytics to maintain robust oversight of employee expenditures. All of these features come together to create a more efficient financial management system for organizations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Agent Payments Protocol (AP2)
Cvent Event Management
Exact Payments
FanBasis
GroupTogether
Invoice Fly
Juspay
Kody
MINT
Obol
PayNuts
Payabli
PremierCashier
Qashier
Quanta
SOLVR
Smartpay
Taiki
Tap & Wash
Zai

Integrations

Agent Payments Protocol (AP2)
Cvent Event Management
Exact Payments
FanBasis
GroupTogether
Invoice Fly
Juspay
Kody
MINT
Obol
PayNuts
Payabli
PremierCashier
Qashier
Quanta
SOLVR
Smartpay
Taiki
Tap & Wash
Zai

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

₹99/wallet
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

American Express

Country

United States

Website

www.americanexpress.com/us/payment-solutions/amex-go-virtual-cards/

Vendor Details

Company Name

CashBook

Founded

2021

Country

India

Website

cashbook.in/

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Product Features

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