Talio helps accountants and finance teams turn messy bank statement PDFs into clean, reconciled data.
Import, reconcile, categorize, and export to your bookkeeping software in minutes.

How it works
1. Import PDF, CSV, or XLSX bank statements via the Talio sidebar
2. Automatically detect beginning and ending balances
3. Reconcile transactions and instantly identify discrepancies
4. Categorize transactions using smart tagging rules
5. Export clean, ready-to-import files for QuickBooks (QBO), Xero, Sage, and more

Features
* Import PDF, CSV, and XLSX bank statements
* Automatically normalize different bank statement layouts into a consistent structure
* Built-in reconciliation engine with duplicate detection and discrepancy highlighting
* Automatic beginning and ending balance detection
* Multidimensional tagging system for internal reporting and analysis
* Generate reports based on tags for deeper financial insights
* Export formatted files for QuickBooks, Xero, Sage, Quicken, and other accounting platforms

Ideal for
* Accounting firms processing client bank statements
* Bookkeepers reconciling monthly transactions
* Small businesses managing cash flow
* Finance teams working in Sheets

Security & Privacy
* Bank statement files are processed securely
* No financial data is shared with third parties
* Data remains in your Sheets environment