

CashBook
CashBook UPI Wallet enables businesses to issue prepaid wallets for employees’ official expenses. Staff can activate via digital KYC, get instant funds, and spend using any UPI method.
Cost / License
- Subscription
- Proprietary
Application type
Platforms
- Windows
- Online
- Android
- iPhone
- Software as a Service (SaaS)
Features
- Cloud Sync
- Real time collaboration
- Import CSV Data
- Ad-free
- Dark Mode
- Goal Tracking
- Mobile payment
Tags
- Invoice Management
- business-management
- receipts
- reimbursement
- digital-wallet
- saas-for-business
- Software as a Service
- prepaid-cards
- petty-cash
- spend-management-software
- spend-management
CashBook News & Activities
Recent activities
CashBook information
What is CashBook?
CashBook UPI Wallet is a smart and secure solution for businesses to manage employee expenses digitally. Instead of giving cash or relying on reimbursements, companies can issue prepaid UPI wallets to their staff. Each wallet can be activated instantly through digital KYC, ensuring compliance and ease of onboarding.
Once activated, employees can receive funds from the company directly into their wallets and spend seamlessly via any UPI method — including QR code scanning, UPI ID, and collect requests. They can also attach proofs such as bills or receipts within the CashBook mobile app for every transaction.
For the finance and admin teams, CashBook provides complete visibility and control. All employee transactions are tracked in real time with expense categories, proofs, and even the location of spend. Companies can set spending limits per wallet, define usage rules, and customize fields to capture additional data for analysis.
In addition, CashBook integrates with accounting software like Tally and Zoho Books, eliminating the need for manual data entry and ensuring accurate reconciliation. This makes the entire process — from fund disbursement to expense tracking and reporting — seamless and efficient.
With robust NPCI-certified security, end-to-end compliance with RBI guidelines, and real-time analytics, CashBook UPI Wallet helps businesses save time, reduce leakages, and gain complete control over staff expenses.





