Banking
Reconcile the month, not the year
Import the statement, match it against the books, and close the bank with the differences named.
What Banking does
Import and match
Statement import with per-bank column mapping, then a reconciliation view that pairs entries and leaves the unmatched visible rather than hidden.
Narration intelligence
Bank narrations are classified into categories so a statement line suggests its own posting instead of being typed from scratch.
Cheque printing
Printed to your bank’s layout, with the register tracking issue, clearance and bounce.
Who uses it, and for what
- Accountant
Month-end bank reconciliation
The statement matched against the books with the unmatched entries left visible, not hidden
- Accounts executive
A 400-line statement lands
Bank narrations classified so each statement line suggests its own posting instead of being typed
- Cashier
A supplier cheque to issue
A cheque printed to the bank’s layout, with the register tracking clearance and bounce
Questions
Which banks are supported for import?+
Any bank — import is column-mapped per format rather than per bank, and the mapping is saved for next time.
Is Banking in both the Desktop and Cloud editions?+
Yes — Banking ships in both the Desktop Suite and the Cloud Suite. The Desktop edition runs it against a local database on your own machine with the network unplugged; the Cloud edition runs it in the browser with roles, approvals and an audit trail over the same books. You choose the edition when you sign up, and the application is the same one either way.
What does Banking actually include?+
Statement import, reconciliation, cheque printing. In practice that means import and match, narration intelligence and cheque printing — each of which is a working screen rather than a line on a roadmap. The full breakdown, with what every one of them does, is on this page above.
Does Banking work with the rest of LekhaPro, or is it separate?+
It is not a separate product and there is nothing to integrate. Banking reads and writes the same database as the ledger, stock and customer master, so a figure it shows is the figure the books hold — not a copy synced overnight, and not a number you have to reconcile against another screen before you trust it.
What else comes with Banking?+
Banking sits in the Finance group of the catalogue, alongside Accounts, GST, Billing & Invoicing, Expenses and Fixed Assets and 2 more. They are separate applications with their own screens, not modules of each other — but they share one database, so what you enter in any of them is immediately real to the rest.
Does Banking work offline?+
On the Desktop edition, yes — completely. Banking runs against a database on your own machine, so it behaves identically with the network unplugged; only AI and billing reach out. On the Cloud edition it runs in the browser and needs a connection, with the POS till the one deliberate exception.
Is there AI in Banking?+
Not as a feature of this application, and we would rather say so than claim it. The AI surfaces in LekhaPro — Copilot, the CFO, the deterministic insight engines — read the data Banking produces, so its records inform them, but Banking itself is deliberately a plain, fast, keyboard-first application.
Which businesses is Banking for?+
Any business running LekhaPro. Banking is part of the horizontal suite rather than a trade-specific pack, so it behaves the same whether you are a retailer, a distributor, a manufacturer or a services firm — the industry packs change the screens around it, not the application itself.
Can I control who sees Banking?+
Yes. Access is by role rather than all-or-nothing, so a billing clerk can reach Banking without reaching the books behind it, and an approver can see what needs a decision without editing anything else. On the Cloud edition every change also carries who made it and when.
Does Banking cost extra?+
Banking is part of the suite, not a paid add-on billed per use. What your plan tier decides is reach and depth — how many devices connect, multi-branch and multi-warehouse reporting, and whether the conversational AI copilots are switched on. The full accounting core is in every plan, including the entry tier.
See Banking on your own books
Start a free trial, or have us walk you through it with your numbers in front of you.
Looking for the detail? Bank Reconciliation & Statement Import Software