Lekhly combines secure document collection with AI-powered data extraction, helping financial planning professionals and family businesses streamline their workflows and unlock insights from financial documents instantly.
Everything you need to manage and extract value from financial documents
Enterprise-grade encryption and secure access controls protect sensitive financial documents throughout their lifecycle.
AI automatically identifies and categorizes tax returns, pay stubs, bank statements, and investment documents.
Extract key financial data points automatically—income, expenses, account balances, and more—ready for analysis.
Monitor document collection status in real-time with intuitive dashboards for both advisors and clients.
Branded portals make it easy for families and business clients to upload documents with minimal friction.
Automatic version tracking ensures you always have access to historical documents and updated submissions.
Trusted by advisors, accountants, and family offices
Streamline client onboarding and annual document collection
Centralize financial records and maintain compliance effortlessly
Automate tax season document intake and data extraction