Cashbook Team · Jul 2026
Official customer go-live update describing a U.S. visit and the successful launch of Cash Application and Bank Reconciliation for Volunteer Welding Supply.
Company research
Public company, workplace, funding, and market signals
Overview
CashBook is a Bengaluru-based B2B fintech startup (YC Winter 2021) that issues UPI wallets for employee and vendor expenses, gives finance teams real-time spend controls, and syncs transactions/receipts into accounting systems such as Tally and Zoho Books.
Primary product
UPI wallet-based business expense management platform
Founded
2020
Headquarters
22nd Cross, 16th Main Rd, Site Number-233, Sector 3, HSR Layout, Bangalore, Karnataka 560102, India
Team size
20-30
Work style
Onsite
Industry
Technology, Information and Internet
Sub-industry
Fintech / expense management software
Offices
Bengaluru, Karnataka, India
Business model
B2B SaaS
annual per-wallet subscription
fintech expense management platform
Funding
Stage
Seed
Total raised
$2.4M
Latest round
Seed · Sep 2021
Latest amount
$2.3M
People & investors
Leadership
Co-Founder & CEO
Co-Founder & CTO
Head Of Engineering
Product Design Lead
Work & culture
Public materials describe a customer-obsessed team of technologists, seasoned builders, and ex-finance operators. Hiring activity is public in Bengaluru, and the company’s messaging emphasizes building practical financial automation for Indian SMBs and field-heavy businesses.
Work style
Onsite
Compensation
No public salary bands or compensation policy were found; public hiring posts only show open roles in Bengaluru.
Product & market
Pricing
₹3,499 per wallet per year plus 18% GST; bulk pricing available
Differentiators
- —UPI-native wallets instead of corporate cards
- —Works across 55M+ merchant QR codes and personal UPI handles
- —NPCI-certified and RBI-regulated
- —Real-time spend controls and approvals
- —Mandatory receipt capture at point of spend
- —Direct sync to Tally and Zoho Books
- —Faster onboarding than traditional cards
- —Zero MDR / no card acceptance limits
Technology
React Native
React
TypeScript
JavaScript
Java
Firebase
Redis
MySQL
SQL
Elasticsearch
GitHub Actions
HubSpot
Amplitude
Razorpay
Zoho Books
Tally
Android Studio
Xcode
Figma
Postman
Customers
YoloBus
Janitri
ISIT
Zingbus
The Wedding Company (TWC)
Anq
RDash
Lobel Solar Power System
Landeed
Beforest Lifestyle Solutions
Innaccel Technologies
NColdPressed
Zeon Electric
91Squarefeet
DropX Logistics
Competitors
Zoho Expense
Happay
Fyle
Volopay
EnKash
RazorpayX Payroll
ITILITE
corporate cards
Scale & contact
Estimated revenue
Less than ₹10 Cr annually (as of Mar 31, 2025)
Estimated monthly visits
132.4K
Traffic estimate as of Jun 2026
Latest news
Cashbook Team · Jul 2026
Official customer go-live update noting another U.S. implementation for Cash Application and Bank Reconciliation.
Cashbook Team · Jul 2026
Company announcement that Cashbook retained its Business All-Star Global Fintech Software Company of the Year title for 2026.
PR Newswire · Apr 2026
PRNewswire coverage of Craig Bolton joining Cashbook as Senior Solution Consultant for North America and the company’s expansion plans.
Cashbook Team · Jan 2026
Year-in-review post covering awards, the Nexer partnership, customer go-lives, and broader growth milestones from 2025.
Jobs and careers at CashBook
0 jobs at CashBook
No open positions
Check back later for new openings