Import any bank statement into your spreadsheet — PDF, CSV, or XLSX. Talio extracts every transaction, normalizes the data, and gives you clean rows ready to tag, reconcile, and export. Works with statements from any bank.

Months of messy books? Talio handles catch-up bookkeeping jobs that used to take days. Import all your client's statements at once, verify everything in a spreadsheet you already know, and export to QuickBooks when you're done.

How It Works
1. Open the Talio sidebar and import your bank statement (PDF, CSV, or XLSX)
2. Talio extracts transactions and normalizes them into clean, consistent rows — any bank, any format
3. Reconcile against detected beginning and ending balances — catch discrepancies before they reach your books
4. Tag transactions with AI-powered categorization for internal analysis and reporting
5. Export clean transaction data to QuickBooks (QBO), Xero (CSV), Sage, Quicken (QFX/OFX), or standard CSV

Why Accountants Use Talio
* No manual data entry — import PDF statements directly instead of typing transactions by hand
* Works inside your spreadsheet — no new software to learn, share with clients instantly
* Catches errors early — reconciliation happens in your spreadsheet, not after import into QuickBooks
* Handles any bank format — Chase, Bank of America, Wells Fargo, Amex, credit unions, international banks
* AI tagging — categorize hundreds of transactions in seconds, not hours
* Pay only when you have work — per-page pricing fits project-based cleanup jobs

Features
* Import PDF, CSV, and XLSX bank statements from any bank
* Automatic normalization — different bank layouts become consistent, clean data
* Built-in reconciliation with duplicate detection and balance verification
* AI-powered multi-dimensional tagging (#category, @person, !status)
* P&L reports and spending breakdowns generated from tagged data
* One-click export to QuickBooks (QBO), Xero, Sage, Quicken (QFX/OFX), and CSV
* Conversational AI agent — tell it what to do instead of clicking through menus

Who It's For
* Accountants doing bookkeeping cleanup and catch-up jobs
* Bookkeeping firms processing statements for multiple clients
* Small businesses tracking expenses and cash flow
* Anyone importing historical bank data into QuickBooks or Xero

Pricing
Page bundles start at $29.99 for 60 pages. No subscription — pay only for what you use.

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