Import bank statements from CSV or PDF directly into Google Sheets. Categorize transactions, reconcile accounts, and export to your accounting software—all without leaving Sheets.
Powerful features that transform messy bank statements into clean, categorized data ready for your accounting software.
No external apps to learn. Everything happens right in your spreadsheet—the tool you already know and love.
Your data stays 100% in your Google Sheet. We never store your financial information—files are processed securely and nothing is retained on our servers.
Import bank statements from any bank in CSV or PDF format. Automatic parsing and field mapping.
Transactions are automatically reconciled based on your statement's start and end balance. Catch missing or duplicate entries before they become problems.
AI-powered categorization that learns your patterns. Automatically tags vendors, contacts, and custom attributes for seamless export to your bookkeeping software.
Export to QuickBooks (QBO), Xero, Sage, OFX, QFX, CSV, and Excel. Compatible with all major accounting software.
No recurring fees. No forgotten charges. Purchase pages as needed with simple, transparent pricing.
Full support for all US banks, plus most banks worldwide. Can't parse your statement? No cure, no pay—we're here to help.
Other tools require costly subscriptions and complex setups. Talio keeps things simple—work in your Google Sheet and pay only when you use it.
No new software to learn. No logins to manage. Everything works right inside the spreadsheet you already use.
We don't store your financial data. Your transactions stay in your Google Sheet. File processing uses secure, encrypted cloud services.
Subscribe monthly or yearly, or buy pages one at a time. Pick what works for you—simple, transparent pricing.
Transform bank statements into accounting-ready data in minutes, not hours.
Upload bank statements as CSV or PDF. Everything happens right inside your Google Sheet.
Transactions are automatically reconciled based on your statement's start and end balance. Catch discrepancies instantly.
Set up rules for automatic tagging and categorization. Review everything in your familiar Google Sheets interface.
Export to QuickBooks, Xero, Sage, and other accounting software with a single click.
Export to any major accounting software. Import from any bank worldwide.
QuickBooks 
Xero 
Sage 
Quicken Talio works with CSV and PDF statements from any financial institution.
Purchase pages as needed — no recurring charges, no commitments.
Choose the bundle that fits your needs. Valid for 30 days.
120 pages
~40 bank statements
1 page = 1 imported document page. Need more? Contact us for custom volume pricing.
