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What is Pluto?

Pluto provides a versatile solution for businesses, allowing you to implement a single module or adopt the full platform, resulting in substantial savings in time and costs. Equip your workforce with innovative virtual and physical cards, which feature automated budget management, enforcement of receipt policies, and oversight for compliance. By creating a centralized hub for all billing, approvals, and payments, you can strengthen vendor relationships and reduce the chances of duplicate payments. With the capability to execute local and international transactions through a one-click wire transfer in over 140 currencies, or by utilizing Pluto corporate cards, you can optimize your financial operations. Move away from petty cash vouchers by digitizing your processes, enabling direct management of employee cash and receipts within the Pluto system. This helps prevent cash leakages that could affect your profits and simplifies the reimbursement process for employees with straightforward submission requests. You can also implement customized approval workflows to ensure efficient procurement of the necessary approvals. Bulk reimbursements can be processed instantly, aiding in surpassing the performance metrics established for your finance team. Additionally, the automated generation of weekly financial reports for your CFO and executives keeps them informed and engaged in the financial health of the company. This holistic approach not only boosts operational efficiency but also nurtures a culture of transparency and accountability throughout your organization, creating a more cohesive work environment.

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.

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Integrations Supported

Microsoft Dynamics 365
NetSuite
QuickBooks Online
Tally
Xero
Zoho CRM

Integrations Supported

Microsoft Dynamics 365
NetSuite
QuickBooks Online
Tally
Xero
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

₹99/wallet
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Pluto

Company Location

United Arab Emirates

Company Website

www.getpluto.com

Company Facts

Organization Name

CashBook

Date Founded

2021

Company Location

India

Company Website

cashbook.in/

Categories and Features

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Spend Management

Approval Workflow
Budgeting / Forecasting
Expense Tracking
Multi-Currency
Prepaid Cards
Procurement Management
Receipt Management
Spend Analysis
Spend Control
Supplier Management

Categories and Features

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