Invoice
Describe the job in plain language — AI handles the rest.
Customize Templates
Control how your invoices and estimates look on every document.
Sets the header and accent color across all your templates.
Upload your logo to appear on every document header.
Pre-fill common fields on every new document.
Control fonts and text sizes across all documents. (Professional)
Additional customization options coming in a future release.
Pricing
Simple plans with transparent usage limits. No hidden fees.
- 50 documents per month
- Invoice & Estimate templates
- AI-powered parsing
- PDF download
- Brand colors & document customization
- Logo on documents
- Client contact database
- Email integration
- Custom templates
- Font & advanced customization
- 500 documents per month
- Invoice & Estimate templates
- Up to 5 custom templates (work orders, proposals…)
- AI-powered parsing
- PDF download
- Logo on every document
- Full customization — fonts, colors, layout
- Client contact database
- Email integration (send & draft)
Usage Limits & Quotas
Understand exactly what counts toward your plan and what resets when.
| Feature | Base | Professional |
|---|---|---|
| Documents / month * | 50 | 500 |
| Invoice & Estimate templates | ✓ | ✓ |
| Brand colors & document defaults | ✓ | ✓ |
| Logo on documents | — | ✓ |
| Font & advanced customization | — | ✓ |
| Custom templates | — | Up to 5 |
| Client contact database | — | ✓ |
| Email integration | — | ✓ |
| Free trial | 7 days | 7 days |
| Quota resets | 1st of month | 1st of month |
Settings
Configure your company info and connections.
This information appears on every invoice and estimate.
Your current plan and usage.
You'll keep access until the end of your billing period. This cannot be undone.
API keys and third-party integrations.
Contacts
Manage your client contact book.
Send or draft emails for your invoices and estimates.
Describe what you want to send in plain language. Claude will write the email and show you a preview to copy into Gmail.
My Templates
Manage your document templates. Built-in templates are always available.
Unlock the full Lio toolkit
You're on the Base plan. Upgrade to Professional for $12/month and get everything.
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