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What is Neat?

Open a modern account that includes instant corporate cards, currency wallets, streamlined accounting, and outstanding benefits. With virtual cards and immediate currency wallets, you can quickly manage your finances through seamless integration with Xero. Our dedicated support team is ready to help you in just a few minutes. Protect your business with our extensive fraud and theft monitoring, corporate liability insurance, travel coverage, instant card locking, and attentive customer service. Advance your business without incurring any monthly fees while taking advantage of discounts on vital services and earning cash back on every online transaction. Specifically designed for entrepreneurs and small business owners, establishing and handling your account is entirely online and remarkably user-friendly. Experience rapid, efficient, and cost-effective transfers to bank accounts both domestically and across more than 35 nations. Receive your virtual card instantly, with physical cards coming soon. You can maintain complete control over your expenditures by easily setting personalized limits for each cardholder, which helps you monitor costs effortlessly. This all-encompassing solution is crafted to empower your success in the dynamic marketplace of today and ensure that you can focus on growth.

What is CashBook UPI Wallet?

The CashBook UPI Wallet presents an innovative and secure solution for businesses aiming to optimize the management of employee expenses in a fully digital environment. Instead of navigating cash transactions or cumbersome reimbursement systems, companies can equip their workforce with prepaid UPI wallets that enhance convenience. The wallet activation process is instantaneous, facilitated by digital KYC, which ensures compliance with regulations while providing a hassle-free onboarding experience. Employees can easily access funds loaded into their wallets and make transactions through a variety of UPI methods, including QR code scanning, UPI ID payments, or sending collect requests, all while having the option to attach necessary documentation such as bills and receipts for accountability. From a finance perspective, CashBook offers extensive visibility and control through features like real-time expense tracking, categorization of spending, management of proof, and insights into where funds are being spent. Organizations can set spending limits, define policies, and add custom fields for enhanced data analysis. Furthermore, the platform integrates smoothly with accounting tools like Tally and Zoho Books, streamlining reconciliation processes and eliminating the need for manual data entry. With the added benefit of NPCI-certified security and adherence to RBI guidelines, CashBook empowers businesses to save time and minimize financial leakages, while also delivering comprehensive real-time analytics for thorough oversight of employee spending. This multifaceted approach fosters a more streamlined and efficient financial management system that can adapt to the growing needs of modern organizations. In addition, this technology not only enhances operational efficiency but also supports better budgeting and forecasting for the future.

Media

Media

No images available

Integrations Supported

Amazon
Google Ads
Nimway
PayPal
Shopify
Stripe
Xero
Xyte

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

₹99/wallet
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
Windows
Mac

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Neat

Date Founded

2015

Company Location

China

Company Website

www.neatcommerce.com

Company Facts

Organization Name

CashBook

Date Founded

2021

Company Location

India

Company Website

cashbook.in/

Categories and Features

Categories and Features

Digital Wallets

Not specified

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