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Average Ratings 4 Ratings

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Description

The CashBook UPI Wallet offers a clever and secure way for companies to streamline the management of employee expenses in a digital format. Rather than dealing with cash transactions or reimbursement processes, organizations can provide their employees with prepaid UPI wallets. The activation of these wallets occurs instantaneously through digital KYC, which guarantees compliance and facilitates a smooth onboarding experience. Employees can receive funds directly into their wallets and utilize them effortlessly through various UPI methods, such as scanning a QR code, using a UPI ID, or sending a collect request, all while being able to attach supporting documents like bills and receipts. For finance departments, CashBook delivers comprehensive visibility and control with features like real-time tracking, categorization, proof management, and insights into spending locations. Companies have the ability to impose spending limits, establish guidelines, and incorporate custom fields for detailed analysis. Additionally, the solution integrates seamlessly with Tally and Zoho Books, enabling accurate reconciliation without the need for manual data entry. With the assurance of NPCI-certified security and compliance with RBI regulations, CashBook not only aids businesses in saving time and preventing financial leakages but also provides them with in-depth real-time analytics to maintain robust oversight of employee expenditures. All of these features come together to create a more efficient financial management system for organizations.

Description

STRATAFOLIO, a web-based software application, is designed for people who manage their real estate assets via QuickBooks. It's a tool that streamlines operations, improves profits, and reduces manual work. Financial Management: Real-Time Data with QuickBooks Sync - A consolidated view of all financials for your entire portfolio -NOI -Cash Flow -Operating expenses Identify trends and patterns in spending at a glance Asset Management - Unify your properties under one umbrella - Consolidated view on asset value Track purchase dates and prices Operations Management: - Automated Alerts For Lease Management (Lease Escalations & Expiring Leases). - Rent roll export - Manage maintenance requests and work orders - The easiest CAM reconciliations you'll ever make! Investor Management - Investor specific Dashboard Login to read-only investors to get rid of the need for mailed reports Track cash on cash returns - Build confidence with investors

API Access

Has API No 

API Access

Has API Yes 

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Integrations

Microsoft Excel No 
QuickBooks Accountants No 
QuickBooks Desktop Premier No 
QuickBooks Desktop Pro No 
QuickBooks Enterprise No 
QuickBooks Online No 
QuickBooks Online Advanced No 

Integrations

Microsoft Excel Yes 
QuickBooks Accountants Yes 
QuickBooks Desktop Premier Yes 
QuickBooks Desktop Pro Yes 
QuickBooks Enterprise Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 

Pricing Details

₹99/wallet
Free Trial Yes 
Free Version No 

Pricing Details

$100 / mo
Essential
$100/Monthly
5 Buildings Included
$10 Each Additional Building

Professional
$120/Monthly
5 Buildings Included
$25 Each Additional Building

Enterprise
$150/Monthly
5 Buildings Included
$30 Each Additional Building
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CashBook

Founded

2021

Country

India

Website

cashbook.in/

Vendor Details

Company Name

STRATAFOLIO

Founded

2017

Country

United States

Website

stratafolio.com

Product Features

Product Features

Commercial Real Estate

Brand Management No 
CRM No 
Cash Flow Analysis Yes 
Critical Date Alerts Yes 
Deal Management No 
For Appraisers No 
For Brokers No 
For Investors Yes 
For Property Managers Yes 
Portfolio Management Yes 
Strategic Planning Yes 

Land Management

Code Enforcement No 
Document Management No 
For Oil & Gas No 
GIS No 
Inspection Management No 
Lease Management Yes 
Permit Management No 
Planning & Zoning No 
Project Management No 

Lease Management

Billing & Invoicing Yes 
Commercial Leases Yes 
Contact Management Yes 
Landlord Database No 
Lease Classification Yes 
Portfolio Management Yes 
Property Management Yes 
Residential Leases Yes 
Retail Leases Yes 
Sublease Management No 
Tenant Database Yes 

Real Estate Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation No 
Commission Management No 
Contract Management Yes 
General Ledger No 
Mobile Access Yes 
Payroll No 
Property Development Management Yes 
Reporting / Analytics Yes 
Work Order Management Yes 

Real Estate Property Management

Billing & Invoicing Yes 
Commercial Properties Yes 
Contact Management Yes 
Credit Check No 
Expense Management Yes 
Insurance Management No 
Landlord Database No 
Late Fee Calculation Yes 
Lease Management Yes 
Maintenance Management Yes 
Owner Portal Yes 
Payment Processing Yes 
Portfolio Management Yes 
Rent Tracking Yes 
Residential Properties Yes 
Tax Management Yes 
Tenant Database Yes 
Tenant Portal Yes 
Vacancy Tracking Yes 
Website Management No 

Rental Property Management

Credit Check No 
Expense Management No 
Online Payments Yes 
Owner Portal Yes 
Tax Management No 
Tenant Management Yes 
Tenant Portal Yes 
Tenant Screening No 
Vacancy Tracking Yes 
Website Management No 

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