Yes, Liscio integrates seamlessly with Microsoft SharePoint and OneDrive. Files processed through our automated renaming system can be directly exported to your existing SharePoint document libraries or OneDrive folders.

Absolutely. Liscio is compatible with Google Workspace, including Google Drive. Our AI-powered file export is compatible with major cloud storage platforms, ensuring firms can exchange documents directly between cloud platforms, eliminating clicks while improving security.

Liscio's AI reads each uploaded file's content, identifies document types (tax returns, bank statements, invoices, etc.), and applies your firm's specific naming conventions automatically. The system learns from your preferences and improves accuracy over time, eliminating manual file organization.

Our system handles common business document formats including PDF, JPEG, and GIF files. Document types include bank statements, tax documents, and scanned receipts.

Yes, clients use our integrated portal to drag-and-drop files or scan documents with our mobile app.

Our AI achieves 90%+ accuracy in document classification and naming of accounting-related documents. Build your own file naming convention with variables such as Type of Document, Issuer Name, Month, Year, Account Name, and Account ID.

No, Liscio complements your existing setup. Whether you use SharePoint, Google Drive, OneDrive, or other cloud storage, Liscio processes and renames files before exporting them to your preferred platform with proper organization intact. Ask us if you need assistance moving files from your current document management system(s) to the Microsoft of Google file systems you're already paying for.

Setup takes seconds. Simply define your naming conventions once, and Liscio immediately begins applying them to all incoming files. Simply type in your preference such as "Name my files with the Client Name, then the Client ID, then they Type, Year (in yy format) and Month in (mm) format."

Absolutely. All files are processed within Liscio’s infrastructure and no information is shared outside of Liscio. Liscio maintains bank-level security with end-to-end encryption, SOC 2 compliance, and secure cloud infrastructure.