Now with 7-day Free Trial

AutomateYour
Client
Communication

AI-powered workflows for CAs, financial firms, and marketing teams. Save hours every week with smart email scheduling, client management, and document handling.

Lekvya AI Automation Dashboard
Features

Everything you need to Automate

Powerful tools designed to save you hours every week and delight your clients.

Client Onboarding SystemBulk Email SchedulerCustom Email TemplatesPre-built Templates LibraryAutomation Dashboard

Client Onboarding System

Seamless Client Management

Automate your entire onboarding workflow from sign-up forms to document collection. Get clients started in minutes, not days.

Client Onboarding System

Smooth and structured onboarding flow to get clients started quickly.

Bulk Email Scheduler

Send instant emails or schedule them daily, weekly, or monthly with ease.

Custom Email Templates

Create personalized templates that match your brand and communication style.

Pre-built Templates Library

Ready-to-use professional email formats for common business scenarios.

Organization & Client Login

Secure multi-user access with separate organization and client portals.

Automation Dashboard

Centralized control for all activities with real-time insights and analytics.

How It Works

Get started in 3 simple steps

From sign-up to sending your first automated email — it only takes minutes.

01

Sign Up & Create Organization

Create your account in seconds and set up your organization profile to get started.

  • Quick registration with email or Google
  • Set up your organization profile & branding
  • Invite team members to collaborate
02

Add Clients & Upload Documents

Import your client list and upload relevant documents for easy access and management.

  • Bulk import clients via CSV or manually
  • Organize documents by client & category
  • Secure cloud storage for all files
03

Schedule & Send Emails

Use pre-built or custom templates to schedule and send professional emails at scale.

  • Choose from ready-made email templates
  • Schedule emails daily, weekly, or monthly
  • Track delivery & engagement in real-time
Pricing

Simple, transparent pricing

Start free and scale as your business grows. No hidden fees.

Most Popular
7-day Free Trial

Basic

₹499/month

Perfect for individual CAs and small firms getting started.

  • Client Onboarding System
  • Bulk Email Scheduler
  • 5 Custom Email Templates
  • Pre-built Templates Library
  • Organization Login
  • Client Document Submission
  • Basic Dashboard
Coming Soon

Pro

₹699/month

For growing firms that need advanced automation and analytics.

  • Everything in Basic, plus:
  • Unlimited Custom Templates
  • Advanced Email Analytics
  • Priority Email Delivery
  • Client Portal Login
  • Team Collaboration
  • API Access
Coming Soon

Premium

₹999/month

Enterprise-grade features for large organizations.

  • Everything in Pro, plus:
  • White-label Branding
  • Dedicated Account Manager
  • Custom Integrations
  • SLA Guarantee
  • Advanced Security
  • Unlimited Users
Use Cases

Built for professionals

From finance to healthcare, Lekvya powers email automation across every industry.

Marketing & E-commerce

01

Promotions, discounts, and product launches

02

Abandoned cart reminders

03

Examples: Online stores, marketplaces

Product Launches
Product Launches
Discount Campaigns
Discount Campaigns
Cart Reminders
Cart Reminders
Marketplace Emails
Marketplace Emails
Testimonials

Loved by professionals

"Lekvya has transformed how I handle client communication. I used to spend hours sending ITR reminders — now it's all automated."

- Rajesh Gupta, Chartered Accountant

"The bulk email scheduler and template library save us at least 15 hours every week. It's a game changer."

- Priya Sharma, Director at FinServ Solutions

"We tried several platforms before Lekvya. The onboarding system and secure document management set it apart."

- Amit Patel, Marketing Manager

"I'm confident my clients' financial data is safe with Lekvya's secure portals. Best decision we've made this year."

- Neha Desai, Wealth Advisor

"Sending weekly market updates to 500+ clients took hours. With Lekvya, it takes exactly 5 minutes."

- Karan Singh, Financial Analyst

"The pre-built templates library is a lifesaver for our HR team. We got our organization set up in 10 minutes."

- Sneha Reddy, HR Head

"Seamlessly scaling our real-estate newsletter thanks to Lekvya. The ROI is easily 100x for us."

- Vikram Malhotra, Real Estate Broker

"I would be lost without Lekvya's in-depth tracking. Seeing exactly who opens our proposals is highly valuable."

- Ananya Rao, Agency Founder

"Client document submission used to be a nightmare of scattered emails. Lekvya organized everything perfectly."

- Rahul Verma, Operations Lead

"Our team loves the collaborative features. We work 5x faster with Lekvya."

- Meera Nair, Startup COO

Ready to automate your workflow?

Join hundreds of professionals who save 10+ hours every week with Lekvya AI Automation.

FAQ

Frequently asked questions

Get in Touch

Ready to automate your smart client interactions? Reach out to our team to request a personalized demo or ask any questions.

Contact Information

Email Us

contact@navedhana.com

Call Us

+91 8885026092

Visit Us

Shyamlal Buildings,Begumpet,
Hyderabad,Telangana,India