Smarter Cash and Expense Management

Smarter Cash and Expense Management

Simplify petty cash and team expense management with clarity and control and replace spreadsheets with approval workflows, audit logs and detailed reports. CBook is a modern petty cash and expense management platform that replaces messy spreadsheets with a secure, transparent, and structured system. From recording transactions and managing receipts to setting approval workflows, fund allocations, and reimbursements, it streamlines every step of financial tracking. Detailed reports, audit logs, and AI-powered insights ensure full visibility and smarter decision-making, while role-based access and smart alerts keep operations controlled and efficient. Designed with usability at its core, CBook helps businesses of all sizes stay on top of cash flow with accuracy and confidence.

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Features

Transaction Recording

Transaction Recording

Every cash or bank movement gets recorded immediately making it easy to track financial flow and reduce discrepancies

Receipt Management

Receipt Management

Upload, store, and organize all receipts digitally. No more lost paper slips.

Fund Allocations

Fund Allocations

Allocate budgets to individuals and top up as needed so no one runs out of funds unexpectedly.

Analytics & Logs

Analytics & Logs

Access logs of all transactions paired identify spending trends and maintain financial clarity

Reimbursements

Reimbursements

Record, track, and process expense claims with ease and streamline reimbursements so team members are paid back promptly.

Full Transparency

Full Transparency

Clear visibility into who spent what, when, and why helping build trust, reduce misuse, and ensure accountability

Detailed Reports

Detailed Reports

Generate clear, customizable financial reports on a daily, weekly, or monthly basis to stay informed and make strategic decisions.

Role-Based Access

Role-Based Access

Different roles ( eg: admin, manager, member) have access to only what’s necessary improving security and data integrity.

User Experience

User Experience

Designed for simplicity and ease of use, with minimal training required so teams adopt it quickly.

Your Growth, Our Technology

From web and mobile apps to digital strategies, we create solutions tailored to your success.

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