FAQs
Everything You’re Wondering—Answered
How is CashBook different from corporate cards?
UPI wallets work at 100 % of UPI‑enabled merchants, remove the need for physical cards, and give you live spend controls.
Is there a set‑up cost or long‑term contract?
No. You only pay the monthly/yearly wallet subscription. Apart from that there is no additional setup or transaction fee. * Integrations (ZohoBooks, Tally, etc) and customizations are charged separately.
How secure is my money?
Funds sit in an RBI‑regulated partner bank (IDFC First), all transactions are NPCI‑certified, and data is encrypted end‑to‑end(Bank grade security).
Do employees need another UPI app?
No. All payments happen inside the CashBook app—one place for paying, tagging, attaching bills and tracking your expense.
Can I integrate with Zoho Books or Tally?
Absolutely. Connect once and sync every transaction, attachment, and category in a single click.
How secure is my information on CashBook?
CashBook uses a number of security measures to keep your payments safe, including industry standard encryption protocols encryption, screen locks, and Wallet PINs.
Is it safe to transfer money through the CashBook app?
Yes, we are certified by the NPCI (the regulatory body for UPI), and you can make transactions only from the device where the registered SIM is present, which makes transferring money through the CashBook App absolutely safe and secure.
What can I do to keep my transactions safe?
Never share your Wallet PIN and OTP with anyone. - Never enter your Wallet PIN to receive money on CashBook App. - Never download third party apps, such as AnyDesk and TeamViewer at the request of unknown callers.
What if someone tries to login to my account?
Any login from a new device will require an OTP, which is sent to your registered mobile number or your email. If you notice OTPs on your accounts that you didn't request, please contact us immediately on support@cashbook.in or +91 8062177678
How do I register a fraud complaint on CashBook app?
To register a fraud complaint, please contact our customer support team. They will help you file a complaint and investigate the matter.
How is the pricing structured?
Pricing is based on the number of wallets. Discounts apply for bulk wallets and longer subscription periods.
How do I get started?
You can book a demo or download the app to begin.
Can I customize the plan for my enterprise?
Yes. For 40 or more wallets, please mail us to team@cashbook.in for a tailored plan.
Is my data secure with CashBook?
Absolutely. We use industry-standard encryption protocols, and our app is approved by NPCI.
How is CashBook different from corporate cards?
UPI wallets work at 100 % of UPI‑enabled merchants, remove the need for physical cards, and give you live spend controls.
Is there a set‑up cost or long‑term contract?
No. You only pay the monthly/yearly wallet subscription. Apart from that there is no additional setup or transaction fee. * Integrations (ZohoBooks, Tally, etc) and customizations are charged separately.
How secure is my money?
Funds sit in an RBI‑regulated partner bank (IDFC First), all transactions are NPCI‑certified, and data is encrypted end‑to‑end(Bank grade security).
Do employees need another UPI app?
No. All payments happen inside the CashBook app—one place for paying, tagging, attaching bills and tracking your expense.
Can I integrate with Zoho Books or Tally?
Absolutely. Connect once and sync every transaction, attachment, and category in a single click.
How secure is my information on CashBook?
CashBook uses a number of security measures to keep your payments safe, including industry standard encryption protocols encryption, screen locks, and Wallet PINs.
Is it safe to transfer money through the CashBook app?
Yes, we are certified by the NPCI (the regulatory body for UPI), and you can make transactions only from the device where the registered SIM is present, which makes transferring money through the CashBook App absolutely safe and secure.
What can I do to keep my transactions safe?
Never share your Wallet PIN and OTP with anyone. - Never enter your Wallet PIN to receive money on CashBook App. - Never download third party apps, such as AnyDesk and TeamViewer at the request of unknown callers.
What if someone tries to login to my account?
Any login from a new device will require an OTP, which is sent to your registered mobile number or your email. If you notice OTPs on your accounts that you didn't request, please contact us immediately on support@cashbook.in or +91 8062177678
How do I register a fraud complaint on CashBook app?
To register a fraud complaint, please contact our customer support team. They will help you file a complaint and investigate the matter.
How is the pricing structured?
Pricing is based on the number of wallets. Discounts apply for bulk wallets and longer subscription periods.
How do I get started?
You can book a demo or download the app to begin.
Can I customize the plan for my enterprise?
Yes. For 40 or more wallets, please mail us to team@cashbook.in for a tailored plan.
Is my data secure with CashBook?
Absolutely. We use industry-standard encryption protocols, and our app is approved by NPCI.
How is CashBook different from corporate cards?
UPI wallets work at 100 % of UPI‑enabled merchants, remove the need for physical cards, and give you live spend controls.
Is there a set‑up cost or long‑term contract?
No. You only pay the monthly/yearly wallet subscription. Apart from that there is no additional setup or transaction fee. * Integrations (ZohoBooks, Tally, etc) and customizations are charged separately.
How secure is my money?
Funds sit in an RBI‑regulated partner bank (IDFC First), all transactions are NPCI‑certified, and data is encrypted end‑to‑end(Bank grade security).
Do employees need another UPI app?
No. All payments happen inside the CashBook app—one place for paying, tagging, attaching bills and tracking your expense.
Can I integrate with Zoho Books or Tally?
Absolutely. Connect once and sync every transaction, attachment, and category in a single click.
How secure is my information on CashBook?
CashBook uses a number of security measures to keep your payments safe, including industry standard encryption protocols encryption, screen locks, and Wallet PINs.
Is it safe to transfer money through the CashBook app?
Yes, we are certified by the NPCI (the regulatory body for UPI), and you can make transactions only from the device where the registered SIM is present, which makes transferring money through the CashBook App absolutely safe and secure.
What can I do to keep my transactions safe?
Never share your Wallet PIN and OTP with anyone. - Never enter your Wallet PIN to receive money on CashBook App. - Never download third party apps, such as AnyDesk and TeamViewer at the request of unknown callers.
What if someone tries to login to my account?
Any login from a new device will require an OTP, which is sent to your registered mobile number or your email. If you notice OTPs on your accounts that you didn't request, please contact us immediately on support@cashbook.in or +91 8062177678
How do I register a fraud complaint on CashBook app?
To register a fraud complaint, please contact our customer support team. They will help you file a complaint and investigate the matter.
How is the pricing structured?
Pricing is based on the number of wallets. Discounts apply for bulk wallets and longer subscription periods.
How do I get started?
You can book a demo or download the app to begin.
Can I customize the plan for my enterprise?
Yes. For 40 or more wallets, please mail us to team@cashbook.in for a tailored plan.
Is my data secure with CashBook?
Absolutely. We use industry-standard encryption protocols, and our app is approved by NPCI.