CashBook

Founded by Vivek Kumar in 2020

Issue digital UPI wallets to employees and track business spending in real time

Pricing model

Demo

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use CashBook to issue UPI digital wallets to your employees and monitor company expenses as they happen. It allows team members to make direct UPI payments to vendors or individuals using their mobile phones, removing the need for petty cash and manual expense reimbursements. Managers can set daily, weekly, or vendor-specific spending limits and review transactions after payment. The service tracks site-specific spending across projects and automatically syncs all expense records and receipt attachments directly into accounting systems like Tally and Zoho Books.

What CashBook does

Issue digital UPI wallets to new employeesConfigure recurring daily or weekly spending capsSync transaction receipts with Zoho BooksExport expense records to Tally accounting softwareApprove or flag out-of-policy employee paymentsMonitor project-specific costs across multiple business locationsFund employee wallets instantly from a central company accountIssue employee UPI wallets in under an hourScan UPI QR codes to pay merchants and individuals directlySet daily, weekly, or beneficiary spending limitsOne-click synchronization with Zoho Books and TallyPost-payment approval workflows for internal policy complianceReal-time tracking of project and site-specific expendituresAvoid card fuel surcharges using direct UPI payments

Pricing breakdown

Pricing model: Book a demo

Tutorials & Demos

Frequently asked

Zoho Books Tally

Tally

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