UPI Expense Management for Distributed Workforces

UPI Expense Management for Distributed Workforces

UPI Expense Management for Distributed Workforces

UPI Wallets: The modern alternative to corporate credit cards and manual reimbursement forms.

UPI Wallets: The modern alternative to corporate credit cards and manual reimbursement forms.

UPI Wallets: The modern alternative to corporate credit cards and manual reimbursement forms.

UPI wallets Trusted by 1,500+ Businesses

UPI wallets Trusted by 1,500+ Businesses

Why modern teams switch to CashBook (UPI)?

Feature
CashBook (UPI Wallets)
Corporate Credit Cards
Manual Reimbursements

Vendor Cost (MDR)

Zero MDR / No Surcharges
High MDR (2-3%)
N/A

Acceptance

100% Acceptance
Low
N/A (Employees Cash)

Control

Set granular limits per wallet
Rigid limits
No control until money is spent

Visibility

Real-time expense approvals
Monthly statements
Delayed by weeks/months

Bills/Invoice

Pay & Capture in one flow
Pay now, find bill later
Keep paper bills safe for weeks

Cost

Low-cost expense tracking
High annual fees & interest
High processing costs

How to handle petty cash digitally with UPI?

UPI expense management is the practice of tracking, controlling, and reconciling business spends of multiple employees through India’s UPI network. It replaces manual cash advances and reimbursements with instant, auditable digital payments and simplified bookkeeping.

1
Register & Verify Business

Create your account, verify business details, and unlock a dedicated virtual account to fund employee wallets instantly.

2
Issue Controlled Wallets

Spin up staff wallets in seconds. Set granular transaction and amount limits to prevent misuse before it happens.

3
Scan, Pay & Capture

Pay via any UPI QR code or ID. The app instantly prompts for a receipt photo, solving bill/invoice capture at the source.

4
Categorize on the Spot

Select expense categories like Travel or Fuel and other custom data at the point of sale for accurate, real-time analytics data.

5
Approve in Real-Time

Managers receive instant alerts to approve or reject expenses, ensuring strict policy enforcement without slowing down operations.

6
One-Click Reconciliation

Sync transactions and GST data directly to Zoho Books or Tally. Automate reporting and close your books faster.

UPI Expense Management is the bridge between company bank accounts and street-level spending. Instead of handing out physical cash or managing expensive corporate cards, companies use CashBook to assign digital limits to employees.

Industries We Serve

Build for teams on the move

Testimonials

Don't just take our word for it

Experience the best way to manage employee expenses.

The complete solution for managing employee expenses through UPI wallets.

Experience the best way to manage employee expenses.

The complete solution for managing employee expenses through UPI wallets.

Experience the best way to manage employee expenses.

The complete solution for managing employee expenses
through UPI wallets.

FAQs

Everything You’re Wondering—Answered
How is CashBook UPI wallets different from corporate credit cards?
How do I prevent employee overspending?
How quickly can we start issuing wallets?
Are these UPI wallets secure and compliant?
Does CashBook integrate with accounting software?

FAQs

Everything You’re Wondering—Answered
How is CashBook UPI wallets different from corporate credit cards?
How do I prevent employee overspending?
How quickly can we start issuing wallets?
Are these UPI wallets secure and compliant?
Does CashBook integrate with accounting software?

FAQs

Everything You’re Wondering—Answered
How is CashBook UPI wallets different from corporate credit cards?
How do I prevent employee overspending?
How quickly can we start issuing wallets?
Are these UPI wallets secure and compliant?
Does CashBook integrate with accounting software?