CashBook

CashBook CashBook helps businesses issue employee wallets, monitor spending with limits, and complete secure UPI transactions. It automates expense reporting, cash flow tracking, and ledger reconciliation inside one app.

CashBook

CashBook is a practical finance app designed to make money tracking easier. It helps you manage employee wallet spending and issue digital wallets to your team—so everyday transactions and expense records stay organized right inside the app.

With a clean, beginner-friendly interface, CashBook supports fast and secure transactions. Its UPI transaction feature makes it simple to handle different types of spending with confidence. The app also supports smoother accounting by helping you track cash flow and account balances, so you don’t have to manually work out daily cash figures. This makes reconciliation easier and helps you keep proper ledger records.

Highlights

A major benefit of CashBook is the extra control it gives over employee expenses. Business owners can review every transaction made by employees, set spending limits, and see expense updates in real time. This helps you keep a close watch on petty cash use and ensures company funds are spent responsibly.

CashBook also focuses strongly on safety. Your financial information is protected using strict security practices. The app has been reviewed by the National Payments Corporation of India (NPCI) and is handled by a CERT-In empanelled auditor, giving users added confidence that their data is safeguarded against possible risks.

On top of security, CashBook simplifies expense reporting. Reporting and reconciliation are automated, which reduces the manual work usually needed. The app organizes financial details clearly, so you can find what you need quickly and maintain smoother workflows.

Features

Complete Book-Keeping

Manage your business finances in one place by recording all income and expenses together. Track every transaction easily and enrich entries with helpful details like payment modes and categories. You can also attach invoices and images to records. Reports can be downloaded as PDF or Excel files.

Employee Management

Add employees to your account and manage their payments. Assign roles and responsibilities to support smoother day-to-day operations.

Bank Passbook

View a complete list of your banking transactions in one place.

UPI-Based Expense Management

Create digital wallets for employees so they can make UPI-based payments directly from within the app. Because spending happens in real time, there’s less need for manual expense tracking.

Petty Cash Management

Handle small expenses easily using a UPI-based setup. Employees can take care of routine day-to-day spending straight from their digital wallets, making petty cash management more transparent and more convenient.

Safety and Security

Keeping your financial data secure is a top priority. CashBook has been reviewed by the NPCI and audited by a CERT-In empanelled auditor to support strong security measures.

Desktop App

You can also use CashBook on your Desktop or PC: https://web.cashbook.in

Available in 5 Languages

CashBook currently supports: English, Hindi (हिंदी), Bangla (বাংলা), Gujarati (ગુજરાતી), and Marathi (मराठी). More languages are coming soon!

FAQs

How is CashBook different from corporate cards?

CashBook uses UPI wallets that work with 100% of UPI-enabled merchants. This removes the need for physical cards and gives you live spending controls.

How secure is my money?

Money is held in an RBI-regulated partner bank (IDFC First). All transactions are NPCI-certified, and your data is protected with end-to-end encryption (bank-grade security).

Do employees need another UPI app?

No. Payments happen inside the CashBook app—it’s one place for paying, tagging expenses, attaching bills, and tracking spending.

Can I integrate with Zoho Books or Tally?

Yes. Connect once and sync transactions, attachments, and categories in a single click.

Final Words

By integrating UPI technology, CashBook helps solve common challenges small businesses face when managing finances. With a strong focus on security, ease of use, and efficiency, it’s a helpful tool for business owners who want better control and smoother management of their financial activities.