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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

ClassWallet simplifies the cumbersome and time-consuming tasks associated with gathering and reconciling receipts for smaller transactions by digitizing and automating these processes for the financial operations of schools. Our all-in-one platform features a virtual wallet, an integrated eCommerce marketplace, reimbursement management, and a reloadable debit card with a declining balance. By adopting ClassWallet, organizations can eliminate the hassle of paperwork and foster a vibrant culture among users who frequently make everyday purchases. Not only does ClassWallet uphold rigorous oversight and control, but it also provides users with a flexible approach to acquiring goods and services. You can define the purchasing parameters, including what items can be bought, the locations where purchases can be made, and the spending limits. Additionally, ClassWallet streamlines the entire process by automating receipt collection, approval workflows, data reconciliation, and transaction settlements, ensuring a more efficient operation overall. In doing so, the platform enhances operational efficiency while empowering users with greater purchasing freedom.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

Velt

Integrations

Velt

Pricing Details

₹99/wallet
Free Trial
Free Version

Pricing Details

No price information available.
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

CashBook

Founded

2021

Country

India

Website

cashbook.in/

Vendor Details

Company Name

ClassWallet

Founded

2014

Country

United States

Website

classwallet.com

Product Features

Product Features

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

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