CashBook: UPI Wallet for Staff

Obopay – Payment Wallet for Businesses

About this app

Issue Multiple UPI Wallet Handles from Current Account
Control Staff Wallet Expenses

What's New: UPI wallets for employees
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 (हिंदी), Bangla (বাংলা), Gujarati (ગુજરાતી) and Marathi (मराठी). 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 and reconciliation, eliminating the headaches associated with manual reporting.
- 📈 Greater Acceptance: Unlike prepaid cards, which have limited acceptance, UPI payments are widely accepted across India—8 times more than cards. This ensures your employees can make payments almost anywhere, improving convenience and efficiency.

CashBook is sometimes misspelled as Kas Book, Kash Book, Kata Book, Cashe Book by some users.

If you've any bugs to report or questions regarding your experience, please contact us at [e-mail]
To know more about us, please visit our website http://cashbook.in/

Ratings and reviews

1) Upon searching a specific contact from list, it shows all contacts in alphabetical order from a to z instead of showing only the contacts with that soecific name. 2) Not able to write anything in remark section. My original review was 2 years old, but till date issue no. 1 is not worked upon by developer. Issue no. 2 is an add on. Overall a very good app

I got exactly what I wanted: a simple app for recording expenses and income, even on the fly! Its usefulness isn't limited to using your data just in the app: Your file can be exported both to Excel and to PDF. There's abundant room for details too. And, to top off these gems, the design is elegant and readable. I'm recommending it far and wide!

This is the best business record keeping app I have ever come across. I have used it for 3 years now and it has been wonderful. the option I would love the developers to add is the ability to share only the searched result via WhatsApp as PDF or an excel file. Thanks for such a wonderful app.

What’s new

v6.7.1
- Show Location on UPI Transaction Details
- Make custom field name check case insensitive before copying
- Show registered email as well on OTP screen while disbursing money to wallet
- Keep passbook disabled by default for new users