The admin that buries a small firm, handled before you touch it. File Intelligence reads documents on the way in, names them to your convention, and files them by client. You stop being the filing system.
See how it worksFor a small firm, the hours do not disappear into the books. They disappear into chasing documents, renaming files, and finding what a client sent three weeks ago. None of it is billable. All of it is on you.
A bank statement, a 1099, a receipt, an invoice. File Intelligence identifies each one the moment it arrives, before it ever reaches your desk.
Every file follows your naming rules automatically. No renaming, no sorting, no deciding which client a stray document belongs to.
Every file, message, and request on one Timeline, per client. You always know what came in, what is missing, and what is next.
Anything outside what it knows is set aside for your review. It tells you. It never guesses, and it never fabricates.
Build onboarding, monthly close, or any checklist your firm runs — then send it to clients and let them complete it section by section. No tech skills needed.
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For most small firms the limit on growth is not the accounting. It is the manual time spent chasing documents and organizing files. Remove that, and one person carries the load of a larger team.
Most firms already moved to the cloud. Few got the time back they were promised. Liscio works alongside the storage you already run, with no rip-and-replace. Keep using Google Drive, OneDrive or SharePoint through Liscio's integrations and move the files you choose there, or keep client files in Liscio's own folders.
Keep your storage. Keep your workflow. Add the intelligence that reads and organizes everything moving through it.
Create onboarding, monthly close, or any checklist your firm runs — no tech skills needed.
See what each client has returned and what's still outstanding, without chasing anyone.
Replace the scattered tools you stitch together with a single, custom-branded client platform.
A professional client experience without the overhead a small firm cannot afford to run. Secure messaging, organized requests, and a clear record of every file and conversation, all in one place.
Every file, message, and request by Contact and Account. Nothing kept in your head.
Learn moreClient conversations in one secure place, not scattered across email and text.
Learn moreEvery email exchanged with a client lands on their Timeline automatically.
Learn more"LOVE LOVE Liscio! It has been a lifesaver to get all my client documents on a regular basis. Time saver for sure!"
No. Your storage is your choice. Keep using SharePoint, OneDrive, Google Drive or Box through Liscio's integrations, with no rip-and-replace. Keep client uploads in Liscio and move the files you choose, or combined files, to your firm's permanent storage. Or keep client files in Liscio's own folders.
Yes. The smaller the firm, the more the operator is the one doing the admin. File Intelligence handles the reading, naming, and organizing so a solo or small firm can run like a larger one without adding headcount.
It covers the documents bookkeeping firms handle most: bank and credit card statements, invoices, receipts, ledgers, 1099s, W-2s, and the broader set of tax and financial documents. When something falls outside what it recognizes, it flags it for your review rather than guessing.
No. File Intelligence is deterministic. It is built specifically for accounting and bookkeeping documents rather than a generic model adapted to them, so the same document produces the same result every time.
See what your firm runs like when each document is read, named and filed for you.