Upload your bank statements. Talio extracts every transaction, categorizes it, and produces a structured financial disclosure ready for your attorney. No manual data entry. No spreadsheets.
Tip: Consider using private/incognito browsing for additional privacy.
Completing a financial affidavit requires a complete, categorized transaction history. Most people have none of it organized.
$200–500
per hour for a forensic accountant to compile what you could produce yourself
Days
spent manually sorting through PDFs, exports, and paper statements
One error
can delay proceedings or require an amended filing — courts expect precision
A financial affidavit (also called a financial disclosure statement or statement of net worth, depending on your state) requires you to itemize income, expenses, assets, and liabilities with supporting transaction data. The document itself is straightforward. Assembling the underlying data from months or years of bank statements is what takes time.
No manual categorization. No spreadsheet formulas. No prior accounting knowledge required.
Submit PDF exports, CSV downloads, or XLSX files from any bank or credit union. Multiple accounts, multiple years — Talio handles it all.
Talio reads each statement, identifies amounts, dates, and payees, and applies standard expense categories aligned with financial affidavit requirements. You review, adjust if needed.
Download a clean, organized summary of your income and expenses. Hand it to your attorney or use it to complete your state's financial affidavit form directly.
All uploaded documents are encrypted in transit and at rest. Your financial data is processed securely and is never shared with third parties. You can delete your data and account at any time, immediately and permanently.
Forensic accountants are the right tool for contested assets and complex valuations. For standard financial disclosure preparation, you can do this yourself.
Talio produces categorized transaction data that maps to your state's required financial affidavit format, regardless of what the form is called.
State form compatibility includes:
Yes. Talio prepares the financial data underlying your affidavit — it does not provide legal advice or file documents on your behalf. Your attorney reviews and submits the final form. Talio reduces the time your attorney spends on data compilation, which reduces your legal bill.
Yes. Documents are encrypted in transit and at rest. Talio does not sell or share your data. You retain full control and can permanently delete your account and all associated data at any time.
PDF (including scanned statements), CSV, and XLSX exports from any bank, credit union, or brokerage. If your bank provides a downloadable statement, Talio can read it.
Not automatically. You share what you choose to share. The standard workflow is to export a summary document and provide that to your attorney — your Talio account remains private.
Talio's categorization is highly accurate for common transaction types. You can review and correct any categorization before exporting. The final output is yours to verify before it goes to your attorney.
Upload your statements, review the categorized output, and hand your attorney organized data instead of a stack of PDFs.
Start preparing your financial affidavit — freeYour data is encrypted and you can delete it at any time.
