Your lawyer needs a complete picture of your finances. We know pulling that together is the last thing you want to do right now. Upload your bank statements and Talio will organize everything — sorted, categorized, and ready to share.
Tip: Consider using private/incognito browsing for additional privacy.
You're dealing with a lot right now. The financial disclosure paperwork shouldn't take weeks on top of everything else.
Hunting down months of bank statements
Logging into multiple accounts, downloading PDFs, exporting CSVs — and still not sure if you have everything.
Paying a forensic accountant $200–500 an hour
Just to categorize transactions that you could handle yourself with the right tool.
Worrying you'll get something wrong
Courts require accuracy. The fear of making a mistake on your financial statement adds stress to an already stressful process.
Talio was built for exactly this situation — not for accountants, but for people who need to get their financial picture in order quickly, accurately, and without losing their minds.
Three simple steps. No prior knowledge needed.
Drop in your PDF, CSV, or Excel exports from any bank. You don't need to organize them first — Talio handles that. Multiple accounts and multiple years are fine.
Talio pulls out every transaction, figures out what it is, and groups it into the categories your financial statement needs — income, housing, food, transportation, and more. You can review and tweak anything before moving on.
Download a clean, organized financial summary. Your lawyer gets exactly what they need. You've done the hard work — and it took minutes, not days.
We know you're uploading sensitive financial documents during a difficult time. Everything is encrypted in transit and at rest. Your data is never shared with anyone. You control it completely — and you can delete everything, permanently, at any time with one click.
A forensic accountant makes sense for complicated disputes. For standard financial disclosure preparation, Talio lets you do it yourself — faster, cheaper, and without sharing your statements with a stranger.
Every state calls the form something slightly different. Talio produces the same organized financial data that works with all of them.
Works with financial affidavit forms in all 50 states, including:
Yes, and Talio actually helps you get more out of that relationship. Instead of paying your attorney to sort through statements, you arrive with your finances already organized. That means your lawyer spends their time on strategy — not data entry — and your bill goes down.
Yes. Everything you upload is encrypted. We never share your information with third parties. And if you ever want to walk away, you can delete your account and every file associated with it — permanently and immediately. Your financial history stays yours.
PDFs (including scanned paper statements), CSV files, and Excel exports. Basically anything your bank lets you download. You don't need to convert or reformat anything — just upload as-is.
No — not unless you choose to share access. The normal way to share is to export a summary document and send that to your lawyer. Your account and the original statements you uploaded stay private to you.
You review everything before it leaves Talio. The categorization is a starting point — you're always in control of the final output. Think of it as having a very thorough assistant who does the first pass, and you do the final check.
Get your financial statement ready in minutes. Upload your statements and we'll take care of the rest — so you can focus on what actually matters right now.
Get started — it's free and takes 5 minutesYour data is private, encrypted, and yours to delete whenever you're ready.
