From bank statement to balance sheet.
Lekhavo takes a client's bank statements all the way to closed books: parsed transactions, your categorization rules, reconciled transfers, and every entry posted to a real double-entry ledger. Clients answer their own queries in a portal built for a phone.
Free forever · Paid plans from ₹999/year
See how it works
From bank statement to closed books in four steps. Each video is about a minute.
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1 Upload
The bank's own PDF or Excel. Parsed, checked and de-duplicated.
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2 Categorize
Rules and AI suggestions fill in payees and categories; you review.
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3 Collaborate
Clients sign in with Google and categorize their own transactions.
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4 Close
Transfers matched, balances reconciled, statements ready.
Sound familiar?
Every month, accountants across India repeat the same painful cycle.
Collect statements
Chase clients on WhatsApp and email for bank PDFs. Every. Single. Month.
Type data manually
Open each PDF, squint at the table, type numbers into a spreadsheet.
Categorize via calls
"What was this ₹4,500 charge on March 12th?" Repeat 200 times.
Match transfers
Cross-reference withdrawals and deposits across multiple accounts in Tally.
Reconcile after weeks
Re-key it all into Tally for journals and finalisation — weeks after the data arrived.
What if the entire pipeline — from statement to report — just worked?
How much time are you losing?
How many bank statements do you process each month?
~33 hours/month
spent on manual data entry — that's ₹16,500/month at ₹500/hr
The books, not just the data
Clean transactions are halfway. Lekhavo posts them to a proper double-entry ledger per entity — so what you hand over at year end is a set of books, not a very tidy spreadsheet.
Entity-scoped ledgers
Each entity keeps its own chart of accounts. Opening balance, debit movement, credit movement, closing balance — on every ledger, every period.
A real journal engine
Every categorised transaction posts as balanced journal lines. Nothing lands in the ledger that does not balance, and nothing balances by rounding.
Manual journal workspace
Post adjusting entries with references attached, reviewed the same way as everything else. Depreciation, provisions, year-end adjustments.
Year locks
Close a financial year and it stays closed. Locked periods reject new postings, so a finalised year cannot quietly move after you have signed off.
Drill down from any figure
Click a balance-sheet line and land on the journal entries behind it. No exporting to a spreadsheet to work out where a number came from.
Interest and holdings, ledgerised
Interest income posts by issuer. Holdings and borrowings carry opening WDV forward, so depreciation is not a side calculation.
Tracked where the books are
The deadlines and the ledgers are the same work. Keeping them in the same place is the difference between noticing a TDS mismatch in July and noticing it in a notice.
Compliance calendar
Deadlines per entity, filterable by status. What is due, what is late, what is done — without a parallel spreadsheet.
Form 26AS · TDS credit
Reconcile TDS credit against what the books actually show, so a mismatch surfaces before the return does.
Internal transfers
Withdrawals matched to deposits across a client's accounts, so money moving between their own banks stops reading as income.
Holdings and borrowings
Track holdings and borrowings per entity with opening WDV carried forward, instead of rebuilding the depreciation schedule each year.
Why Lekhavo
Real double-entry, not a spreadsheet
Every categorized transaction posts as balanced journal lines to an entity-scoped ledger. Drill from a balance-sheet figure to the entries behind it, then lock the year so it stays closed.
Client collaboration portal
The only tool that lets clients categorize their own transactions. You register their email; they sign in with Google — no password, no app install, works on any phone.
Built for multi-entity practices
Practice → client → entity → account, with a separate set of books per entity. Organize hundreds of clients and their businesses, HUFs, and trusts without losing the thread.
See Where the Money Goes
Every transaction you categorize rolls up instantly. Spend and income grouped by category — for one account, an entire entity, or a whole client.
Spend by Category
Money out grouped by category, biggest first. See where a client's cash actually goes — no spreadsheet required.
Income vs Expense
Credit, debit, and net for every category, so you know what each bucket contributed across any set of transactions.
Any Scope
Roll up a single account, a whole entity, or every entity under a client. The same breakdown at any altitude.
Excel Export
One-click download of the full category breakdown. Hand it to a client or drop it straight into your workpapers.
Built for accountants managing real practices
Supported banks at launch
From the blog
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When money moves between a client, their HUF and the family company, each set of books tells a different story. Here's how to keep them telling the same one.
Moving Money Inside Your Family? What Your CA Wishes You'd Do
Gifts to your HUF, loans to your own company, transfers between your own accounts: small habits that keep this money from being counted twice or questioned later.
One Cheque, Three Expenses: Why Your CA Asks What a Payment Was For
A single payment often covers several things: rent and maintenance, business and personal. Here's why your CA splits it, and what to tell them.
Ready to fix the pipeline?
Stop chasing bank statements on WhatsApp. Start uploading, categorizing, and reporting — all in one place.
No credit card required