Stop Using WhatsApp to Categorize Client Transactions

Every accountant knows this conversation:

“Hi Rajesh, I’m looking at your HDFC statement. There’s a ₹4,500 charge on March 12th from ‘POS/MERCHANT’. What was that for?”

Then you wait. Sometimes hours. Sometimes days. Then you repeat this for the next transaction. And the next.

The WhatsApp workflow is broken

Here’s what the typical categorization workflow looks like today:

1. Accountant spots an unclear transaction
2. Sends a WhatsApp message to the client with the date and amount
3. Client reads it eventually, tries to remember what that charge was
4. Client replies — sometimes with the answer, sometimes with “let me check”
5. Accountant maps the response to an accounting category
6. Repeat for every unclear transaction

For a client with 50 unclear transactions per month, that’s 50 separate WhatsApp conversations. Multiply by 100 clients and you have chaos.

What if clients could do this themselves?

Imagine adding your client’s email in Lekhavo once. They sign in on their phone with their Google account and see their own transactions, with the uncategorised ones a tap away.

They pick a payee and a category for the charges only they can explain. Done in 5 minutes instead of 5 days.

That’s Lekhavo’s client portal. No app to install and no new password: clients sign in with Google, and only with the email you registered for them. They can fill in payees and categories on their own transactions while you’re still reviewing them; everything else stays in your hands.

Sign up free and invite your first client to the portal.