AI-Powered File Intelligence works in the background to help keep files organized and easy to find, without extra effort from you or your clients. It’s designed to cut down the time you spend managing documents. You and your team can find what you need faster, reduce repetitive tasks, and be confident files are organized correctly as soon as they arrive.
Liscio’s Secure, Private AI, built exclusively for accountants, ensures your client data remains completely private and secure.
How It Works
Automatic Renaming
Liscio pulls out important details from uploaded files (like vendor name, file type, and date) and applies your firm’s naming format. That way, files are consistently named without you needing to rename them manually.Simple File Search
Instead of clicking through folders, just type what you need in plain language (for example: “W-2 for Smith 2024”). Liscio will surface the right file right away.Duplicate Detection
If a client uploads the same file multiple times, Liscio flags the duplicate so you don’t waste time sorting it out.Request Matching
When a client sends in a document you’ve requested, Liscio automatically matches it to the open request so you don’t have to track it down.Automatic File Storing
Files organize themselves into the correct folder structure using key details. You don’t need to drag and drop or file things manually.