Every major bank · PDF, Excel, CSV · reconciled to the rupee
§01 · What it does
Drop in a PDF, Excel, or CSV from any bank. Lekha auto-detects the format, parses every line, and de-duplicates overlapping statements.
Keyword rules and AI sort each transaction into categories and canonical payees — tag a payee once and it applies to every payment they've ever made.
Spend, income, cash flow, and category breakdowns at a glance — with monthly trends and an honest read on what's still uncategorised.
See revenue versus cost and true margin per client across an entire engagement — split a single payment across clients when it's shared.
Cash withdrawals flow into a tracked float and reconcile to the rupee, so cash spending never goes dark in your books.
Mask every amount with one tap before a screen-share or a projector — the structure stays, the figures don't.
§02 · How it works
Upload from each bank — historical or the latest month. Duplicates are skipped automatically.
Every line lands pre-sorted by payee and category. Review a queue of only what needs a human eye.
Dashboards, ledger, categories, clients and cash — always current, always reconciled.
§03 · Who it’s for
A fast operator’s cockpit for the owner who wants to know where the money went — with the clean, reconciled record a CA can actually work from.