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ease
features
design
support

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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

Transform your banking experience with Novopay's cutting-edge Banking Platform, which is designed to be cloud-native, mobile-first, API-enabled, and powered by AI technology. Novopay offers a range of products, including digital lending, prepaid cards, wallets, and payment solutions, all of which can be licensed, customized, and operated on the cloud with round-the-clock managed services. With Novopay's prepaid card and wallet solutions, financial institutions, retailers, telecom companies, and corporations can effectively address intricate payment scenarios, ensuring a smooth payment experience for employees, clients, and partners alike. Enhance customer engagement by delivering a seamless and uncomplicated payment process, while empowering consumers with complete control over their payment methods. In addition, Novopay provides an innovative solution tailored for microfinance and community banking, featuring loan officer applications that facilitate both online and offline field operations, thereby streamlining the lending process for all stakeholders involved. This comprehensive approach not only optimizes operational efficiency but also strengthens relationships within the financial ecosystem.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

Flipkart
SchoolMint Hero
Zest

Integrations

Flipkart
SchoolMint Hero
Zest

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

Novopay Solutions

Founded

2013

Country

India

Website

novopaybanking.com

Product Features

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mobile Banking

Bill Payment
Biometric
Cash Management
Chat / Messaging
Cross Selling Functionality
Digital Wallet
P2P Payments
Remote Deposit
SMS Banking
Transaction Monitoring
Voice Banking

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Online Banking

Brokerage
Cash Management
Chat / Messaging
Credit Card Management
Electronic Statements
Fraud Detection
Loan Management
Marketing Automation
Retail Banking
Single Sign On
Transaction Monitoring

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