CashBook-UPI Wallets for Staff: iPhone vs Android

Exciting news in our latest update! CashBook now offers UPI powered digital wallets for employees. Business owners can issue wallets to their employees, streamlining transactions and expense tracking, all within the app. Employees can spend via UPI from these wallets. This is rolling out gradually to businesses. Please sign up on our waitlist to get early access.

CashBook is your all-in-one solution for managing small business finances with ease. Whether you are tracking expenses, recording income, or managing employee payments, CashBook offers comprehensive features to streamline your business book-keeping. Our latest feature empowers you to handle petty expenses via wallets.

CashBook Features

• Complete Book-Keeping: Simplify your business management by recording all your income and expenses in one place. Keep track of every transaction effortlessly. Add additional information like payment modes and categories. Attach invoices and images to entries. Download PDF and excel reports.
• Employee Management: Add employees to your account and manage their payments. Assign roles and responsibilities, ensuring efficient business operations.
• Bank Passbook: Get a comprehensive view of all your banking transactions.
• UPI-Based Expense Management: Create digital wallets for your employees, allowing them to make UPI-based transactions directly from the app. This feature ensures that expenses are managed in real-time, reducing the need for manual tracking.
• Petty Cash Management: Manage petty expenses seamlessly with our UPI-based system. Employees can handle small day-to-day expenses directly from their digital wallets, making petty cash management effortless and transparent.
• Safety and Security: Your financial data’s safety is our top priority. CashBook has been reviewed by the National Payments Corporation of India (NPCI) and a CERT-In empanelled auditor, ensuring top-notch security measures are in place.
• Desktop App : Now use CashBook App on Desktop or PC : https://web.cashbook.in
• Available in 5 languages : CashBook is available in English, Hindi, Bangla, Gujarati, and Marathi. More languages are coming soon!

Why Choose CashBook?

• User-Friendly Interface: Designed with small business owners in mind, CashBook offers an intuitive and easy-to-use interface.
• Secure Transactions: Enjoy peace of mind with our secure UPI transaction capabilities and rigorous security audits.
• Efficient Management: Save time and reduce errors by managing all your financial activities in one app.

The Benefits of UPI-Powered Expense Management for Petty Expenses

• Reduce Pilferage: By using UPI-powered digital wallets, you eliminate the need for cash handling, significantly reducing the risk of pilferage.
• Enhanced Control: Keep track of every transaction made by your employees. Set spending limits and monitor expenses in real-time, providing you with greater control over petty cash management.
• Simplified Reporting: Automate expense reporting

Exciting news in our latest update! CashBook now offers UPI powered digital wallets for employees. Business owners can issue wallets to their employees, streamlining transactions and expense tracking, all within the app. Employees can spend via UPI from these wallets. This is rolling out gradually to businesses. Please sign up on our waitlist to get early access.

CashBook is your all-in-one solution for managing small business finances with ease. Whether you are tracking expenses, recording income, or managing employee payments, CashBook offers comprehensive features to streamline your business book-keeping. Our latest feature empowers you to handle petty expenses via wallets.

CashBook Features

• Complete Book-Keeping: Simplify your business management by recording all your income and expenses in one place. Keep track of every transaction effortlessly. Add additional information like payment modes and categories. Attach invoices and images to entries. Download PDF and excel reports.
• Employee Management: Add employees to your account and manage their payments. Assign roles and responsibilities, ensuring efficient business operations.
• Bank Passbook: Get a comprehensive view of all your banking transactions.
• UPI-Based Expense Management: Create digital wallets for your employees, allowing them to make UPI-based transactions directly from the app. This feature ensures that expenses are managed in real-time, reducing the need for manual tracking.
• Petty Cash Management: Manage petty expenses seamlessly with our UPI-based system. Employees can handle small day-to-day expenses directly from their digital wallets, making petty cash management effortless and transparent.
• Safety and Security: Your financial data’s safety is our top priority. CashBook has been reviewed by the National Payments Corporation of India (NPCI) and a CERT-In empanelled auditor, ensuring top-notch security measures are in place.
• Desktop App : Now use CashBook App on Desktop or PC : https://web.cashbook.in
• Available in 5 languages : CashBook is available in English, Hindi, Bangla, Gujarati, and Marathi. More languages are coming soon!

Why Choose CashBook?

• User-Friendly Interface: Designed with small business owners in mind, CashBook offers an intuitive and easy-to-use interface.
• Secure Transactions: Enjoy peace of mind with our secure UPI transaction capabilities and rigorous security audits.
• Efficient Management: Save time and reduce errors by managing all your financial activities in one app.

The Benefits of UPI-Powered Expense Management for Petty Expenses

• Reduce Pilferage: By using UPI-powered digital wallets, you eliminate the need for cash handling, significantly reducing the risk of pilferage.
• Enhanced Control: Keep track of every transaction made by your employees. Set spending limits and monitor expenses in real-time, providing you with greater control over petty cash management.
• Simplified Reporting: Automate expense reporting

Who can use CashBooks?

For Account Manager - Management accounting made easy, know your cash flow & work book balance. No need to calculate your daily sales cash balance manually. It will help you reconcile finance easily and maintain a record book.

📚 Bookkeeping tool - Reduces the job of a bookkeeper, no need to add transactions in excel. Simply add it in the cashbook app as your register book. For advanced work, you can always export excel or google sheets and use them in your desktop system.

🅿️ Report generator tool - Access your books quickly in case clients want a report, you can easily share a PDF report on WhatsApp with them anywhere on the go.

For Business - Use as a cash register to track the movement of money, as a simple ledger. Export reports in Excel or PDF format. Know how much money is left. It is easier to manage an account book on CashBook compared to Pen & Paper.



🧑‍🤝‍🧑 Manage staff salary - Add a book & name it as Salary Book. Keep adding the advance of Salary you give to the employee, to know the salary balance left at the end of the month. Go to search and type the name of the staff. It will show you the salary amount given to staff and the final balance left to be paid.

💰 Manage Credit Debit of Business - Create a new book to manage your debt with suppliers. Add credit in remark of transactions purchased on credit, to know the balance at any time use search and filter.

For Individual - Use it as an expense manager & money manager app. Do financial planning & plan your monthly budget. It will help prevent excessive spend from your end. Keep a track of pocket money. Cash app is your expense diary or finance notebook.

📈 As a money control tool - It helps you keep a tap of the money you are spending and works as a budget planner.

📊 Categorize your expense - Create account books to log your different expenses. New books for home budget or office to manage the day to day expenses.

💳 Manage debt - When loaned cash money as debt by someone Cash App acts as a healthy reminder to pay off debt quickly.

🏧 Khata App - To know how much any of your friends and family members owe you simply search their name, book of all their finances with previous entries will be available.

CashBook Features

Share Cash Book - Create as many cashbooks as you like and maintain separate records for each of your ledger accounts.
Share Cash record with team members, split your expenses wisely & make a record of recurring payments

Shared Books are the easiest way to share expenses with friends and family and stop stressing about “who owes whom”.

Generate Report - Easily generate a report and take it out in the form of Excel or google sheets & PDF.

Attach Bills - Attach Bill to the book by adding bill image with the ledger entry.

Search - Find a record of all cash in and cash out transactions associated with the remark term.

Filter -Tap on the filter & choose credit or debit, cash-out or cash-in.
Use date filter toggl

v8.11.0
• Daily entry reminder: choose a time and days to get a nudge to record entries
• New Subscribe and Manage Subscription screens: change plan, billing cycle or team size
• Remarks and notes can now be up to 200 characters
• Lighter animations and a smaller app
• Faster filter and search in large books
• Fixes for amount entry, bill camera, photo picker, PDF preview and Payments
• Crash fixes and stability improvements