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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
SpendNote serves as an efficient petty cash management solution tailored for small teams and enterprises.
With its user-friendly interface, it allows you to quickly generate cash receipts, monitor who has withdrawn money, and maintain clear cash flow without the need for complex spreadsheets.
Focused on practical applications such as employee advances, on-site expenditures, and internal cash transactions, SpendNote simplifies the process of overseeing cash across different boxes while enabling users to produce printable or PDF receipts in mere seconds.
This tool not only streamlines cash management but also enhances accountability within the team.
API Access
Has API
API Access
Has API
Screenshots View All
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Screenshots View All
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Integrations
No details available.
Integrations
No details available.
Pricing Details
₹99/wallet
Free Trial
Free Version
Pricing Details
$19 USD/month
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
Sildsys, LLC
Founded
2026
Country
United States
Website
spendnote.app
Product Features
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management