Secure, Private AI - Built for Accountants
Liscio’s AI isn’t just another generic tool, it’s designed specifically for accountants. Unlike general AI platforms, Liscio’s AI learns from the context of conversations you’re already having with your clients. This gives it the ability to understand the details of your practice and provide meaningful, accurate support.
Your client data remains completely private and secure:
It never leaves your control.
It is never shared with third-party AI providers.
It is protected with enterprise-grade security.
AI Message Composition
Voice & Text Prompts That Understand Your Practice
Your AI assistant can draft messages for you based on simple instructions. Just tell it what you want to communicate:
“Let the client know we’ll have their financials to them next week.”
“Create a meeting recap using these meeting notes…”
“Send a gentle reminder about the deadline we discussed.”
The AI will generate the message for you to review, edit, and send, saving you valuable time.
Key Benefits
Respond faster: Share the gist of what you need, and the AI does the heavy lifting.
Adapts to your firm’s style: It learns from your existing communications to match your typical phrasing and tone.
Context-aware: References previous messages in the thread when drafting replies, so your responses are always relevant.
Save hours each week: On average, firms save 3–5 hours per week on client communication.