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Average Ratings 0 Ratings
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
NextGen platform for managing all types of corporate spending. All of these are supported by total visibility & control and end-to-end integration and security. Petty cash, reimbursements, business expenses, payments, cards, travel and more. Xpendite, our on-demand expense capture capability, allows employees to automatically populate invoice and receipt data from multiple sources with AI. Reduce the manual work of adding receipts and expenses and create reports "on the move". Today, get rid of paper receipts! You can control your spend and have real-time control with corporate cards. You can set your card limits, load and withdraw funds quickly, and unblock or block cards with just a click. You can manage your online subscriptions, digital marketing spend, sales expenses and many other things with credit cards. They also have top-notch security and customs controls. All business expenses, invoices, and payments can be managed in one place. You can see the entire process from expense claims to reporting to compliance.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
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
VA Tech Ventures
Founded
2014
Country
India
Website
www.happay.in/
Product Features
Product Features
Expense Report
Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management