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CashBook

Brand: CashBook

  • 4.1

  • 3 Ratings

An expense management software that helps businesses manage expenses, cash flow, and transactions efficiently in one platform.

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CashBook Software Overview

What is CashBook?

CashBook is an expense management software that modernizes traditional bookkeeping by helping businesses manage expenses, petty cash, and income all in one place.

It allows tracking of all payments and receipts, maintaining a unified ledger, and offering real-time visibility into cash flow.

Businesses can issue digital wallets to employees for controlled spending, attach bills or invoices to transactions, and generate reports for easy auditing.

It supports multiple outlets or accounts under one platform and simplifies expense management, reduces errors, and streamlines financial record-keeping for small to medium enterprises.

Why Choose CashBook Software?

  • Digital Ledger: Keep all income, expenses, receipts, and payments digitally instead of using paper books.
  • Expense Tracking: Monitor all business expenses in real time to understand cash flow clearly.
  • UPI Wallets for Staff: Manage petty cash and reimbursements digitally with UPI-powered employee wallets.
  • Central Dashboard: Access all transactions, bank accounts, and expenses in one place.
  • Multi-Business/Outlet Support: Handle bookkeeping for multiple businesses or branches from a single account.
  • Team & Role Management: Assign roles and permissions to employees for controlled expense management.
  • Invoice & Receipt Upload: Attach bills, receipts, and invoices to transactions for accurate record-keeping.
  • Easy Reports & Export: Generate PDF or Excel reports for accounting, taxes, and financial analysis.
  • Live Expense Visibility: See expenses immediately after they are logged or paid.
  • Minimizes Errors & Paperwork: Reduces mistakes from manual entries and eliminates paper registers.
  • Faster Book Closures: Automates bookkeeping for quicker monthly or quarterly account closures.
  • Secure Transactions: Ensures safe, encrypted, and bank-certified digital transactions.
  • Employee Spending Control: Set limits and track employee spending for better accountability.

Benefits of CashBook Software

  • Audit-Ready Records: Maintain organized digital records for audits and compliance.
  • Access Anywhere: Manage finances on mobile or web without special software.
  • Ideal for Small & Growing Businesses: Designed for SMEs needing simple and effective cash management.
  • Expense Categorization: Categorize expenses for budgeting and tracking purposes.
  • User-Friendly Interface: Easy for non-accountants to manage finances efficiently.
  • Reduced Cash Handling Risks: Digital payments lower theft or loss risks.
  • Simplified Expense Approvals: Approve expenses and reimbursements digitally, avoiding paperwork.
  • Bank Passbook Integration: View multiple bank accounts in one place for better cash flow control.
  • Scalable: Works for a single store or multi-branch business as it grows.
  • Financial Transparency: Owners can monitor spending and prevent unauthorized expenses.
  • Faster Reconciliation: Automatic recording simplifies bookkeeping and reconciliation.
  • Lower Admin Workload: Reduces time spent on manual bookkeeping, freeing staff for core tasks.
  • Field Staff Expense Management: Manage expenses and payments remotely for field operations.
  • Multi-Language Support: Accessible to diverse users through multiple Indian language options.
  • Quick Setup: Easy onboarding without complicated installation or setup.
  • Better Decision Making: Digital reports help analyze expenses, profits, and cash flow for informed choices.
  • Compliance & Audit Safety: Backed-up digital records simplify audits and tax compliance.

CashBook Pricing

CashBook is available upon request at Techjockey.com. The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

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CashBook Company Details

Founded Year:  2020

CashBook is a UPI-led expense management solution for businesses. Issue UPI-powered digital wallets for employees,?set limits and control spend.

Director/Founders Vivek Kumar and Ashutosh Pathak
Company Size 1-100 Employees

CashBook Pricing & Plans

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CashBook Features

  • icon_check Book-Keeping
    Record income & expenses with categories, modes, and attachments in one place.
  • icon_check Invoice Management
    Add receipts, invoices, or images to transactions for easy tracking.
  • icon_check Reports
    Export PDF or Excel reports for simplified record-keeping and compliance.
  • icon_check Employee Management
    Add employees, assign roles, and track payments seamlessly.
  • icon_check Bank Passbook
    View and reconcile all banking transactions in a single digital passbook.
  • icon_check Expense Management
    Create employee wallets for real-time UPI transactions.
  • icon_check Petty Cash Management
    Track and control daily small expenses through digital petty cash wallets.
  • icon_check Digital Wallet
    Assign wallets to staff to manage expenses instantly and transparently.
  • icon_check Safety & Security
    NPCI-reviewed with CERT-In audit for high-grade financial data protection.
  • icon_check UPI Transactions
    Enjoy peace of mind with safe and encrypted UPI payments.
  • icon_check User-Friendly Interface
    Simple, intuitive design built for small business owners.
  • icon_check Real-Time Expense Tracking
    Monitor transactions instantly to reduce manual errors.
  • icon_check Finance Management
    Manage all accounts, expenses, and payments from one app.

CashBook Specifications

Supported Platforms
Windows Windows iOS iOS Android Android MacOS MacOS
Devices
Desktop Desktop Mobile Mobile Tablet Tablet iPad iPad
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Small Business Startups Medium Business SMBs SMEs
Customer Support
Phone Email
Language
বাংলা English ગુજરાતી हिन्दी मराठी
Training Resources
Documentation

CashBook Review

4.1

Out of 5

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Overall Rating

Based on
3 Verified Ratings

Rating Breakdown

  • Features 4
  • Value for Money 4.1
  • Ease of Use 4.3
  • Customer Support 4.5

80% Recommend this Product

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Techjockey Trusted Reviews from Verified Users

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How much does CashBook cost?

CashBook is available upon request at Techjockey.com.

Is there a mobile app available for CashBook Software?

Yes, CashBook apps are available for iOS and Android devices.

Which operating systems are compatible with CashBook Software?

CashBook works on Windows and MacOS.

Does CashBook Software offer a free trial?

CashBook Software offers a free trial via demo request.

How does CashBook Software function?

CashBook functions by providing UPI-based digital wallets for employees, tracking expenses, and integrating with accounting systems.

Who uses CashBook Software?

CashBook is used by startups, SMEs, and enterprises across logistics, healthcare, manufacturing, education, real estate, and more.

Is a free demo available for CashBook Software?

Yes, a free demo is available for CashBook Software.

Is CashBook Software available for free?

No, CashBook is a paid software.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.