CashBook

Overview of CashBook

CashBook revolutionizes business expense management through UPI-powered digital wallets designed specifically for employee spending control. This innovative platform enables companies to issue secure digital wallets to employees while maintaining complete oversight through customizable spending limits and real-time monitoring. Trusted by over 1,500 businesses across India, CashBook helps organizations eliminate cash leakage while providing universal payment acceptance across the entire UPI network. The platform operates with NPCI certification and RBI-regulated partner bank custody, ensuring enterprise-grade security with bank-level encryption for all financial transactions.

Businesses across diverse sectors including logistics, manufacturing, healthcare, and real estate benefit from CashBook's comprehensive expense tracking capabilities. The system provides real-time visibility into project-wise spending across multiple locations, enabling finance teams to monitor every rupee as it's spent. With seamless integrations to popular accounting platforms like Zoho Books and Tally, companies can close their books up to 10 times faster while maintaining complete audit trails. This makes CashBook an essential Accounting System and powerful Business Plan Tool for modern enterprises.

How to Use CashBook

Getting started with CashBook involves a straightforward implementation process where businesses can issue and activate UPI wallets for employees in under one hour. Company administrators first set up organizational accounts and define spending policies, then proceed to create individual employee wallets with customized daily, weekly, or beneficiary-specific limits. Employees download the CashBook mobile application and immediately begin making payments by scanning UPI QR codes or entering payment details directly. Finance teams monitor all transactions through a centralized dashboard that provides real-time spending analytics, while automated synchronization with accounting software ensures seamless reconciliation without manual data entry.

Core Features of CashBook

1. Instant Wallet Issuance – Create and activate UPI wallets for employees within one hour of setup completion
2. Real-time Spend Controls – Set and modify daily, weekly, or beneficiary-specific spending limits with automatic reset
3. Universal UPI Acceptance – Employees can pay any merchant or individual across India's extensive UPI payment network
4. Automated Accounting Integration – One-click synchronization with Zoho Books and Tally for streamlined financial reconciliation
5. Post-payment Approval Workflows – Implement policy adherence through structured approval processes after transactions occur

Use Cases for CashBook

• Logistics companies managing fuel and toll payments across fleet operations
• Manufacturing businesses controlling raw material procurement expenses
• Healthcare organizations tracking medical supply purchases for clinical trials
• Educational institutions managing campus-related operational expenditures
• Real estate firms overseeing construction material and contractor payments
• Hospitality businesses managing daily operational procurement needs
• D2C brands controlling marketing and fulfillment-related expenses

Support and Contact

For assistance with CashBook implementation or technical support, reach out through the official contact channels via email at contact@cashbook.com or visit the contact page for more options.

Company Info

CashBook operates as a financial technology platform specializing in UPI-based expense management solutions for Indian businesses. The company partners with RBI-regulated banking institutions to ensure secure fund custody and maintains NPCI certification for all UPI payment processing. Serving a diverse client base from startups to large enterprises, CashBook focuses on eliminating cash leakage while providing comprehensive digital payment infrastructure.

Login and Signup

Businesses interested in implementing CashBook can begin the registration process through the platform's official website. Existing users can access their accounts through the login portal, while new organizations can sign up to explore UPI wallet capabilities and schedule demonstration sessions with the implementation team.