*One free upload daily. No credit card required.
How Proteus Fits Into Your Financial Workflow
How Proteus Fits Into Your Financial Workflow
How Proteus Fits Into Your Financial Workflow
Upload a Bank Statement PDF
Securely upload a digital or scanned bank statement to Proteus Cloud.Extract and Structure Transaction Data
Proteus uses advanced OCR and data extraction technology to identify transactions, dates, descriptions, debits, credits, and balances.Download a Clean, Usable File
Receive a fully formatted Excel or CSV file ready for analysis, reconciliation, reporting, or recordkeeping.Use the Data in Any Financial System
Import your file into accounting software, provide it for legal review, share it with lenders, or use it in financial modeling tools.
Upload a Bank Statement PDF
Securely upload a digital or scanned bank statement to Proteus Cloud.Extract and Structure Transaction Data
Proteus uses advanced OCR and data extraction technology to identify transactions, dates, descriptions, debits, credits, and balances.Download a Clean, Usable File
Receive a fully formatted Excel or CSV file ready for analysis, reconciliation, reporting, or recordkeeping.Use the Data in Any Financial System
Import your file into accounting software, provide it for legal review, share it with lenders, or use it in financial modeling tools.
Upload a Bank Statement PDF
Upload a PDF bank statement through Proteus Cloud.Convert to Spreadsheet Format
Proteus extracts transaction data and converts it into Excel or CSV format.Download Your File
Download the converted spreadsheet to your computer.Upload into QuickBooks Online
Import the file into QuickBooks Online using QuickBooks’ standard CSV or Excel import workflows.
Who Should Use Proteus
Who Should Use Proteus
Proteus is useful for:
Accountants and bookkeepers working with client bank statements
Paralegals preparing financial records for review or litigation
Small businesses receiving statements only in PDF format
Anyone importing bank transactions into QuickBooks Online manually
Proteus is useful for:
Accountants and bookkeepers working with client bank statements
Paralegals preparing financial records for review or litigation
Small businesses receiving statements only in PDF format
Anyone importing bank transactions into QuickBooks Online manually
Proteus is useful for:
Accountants and bookkeepers working with client bank statements
Paralegals preparing financial records for review or litigation
Small businesses receiving statements only in PDF format
Anyone importing bank transactions into QuickBooks Online manually
Data Privacy & Security
Data Privacy & Security
Proteus is designed to minimize access to sensitive financial systems.
No QuickBooks credentials are ever requested
No QuickBooks account access is required
Uploaded files are processed only to generate conversion output
Users control when and where files are uploaded into QuickBooks
Proteus is designed to minimize access to sensitive financial systems.
No QuickBooks credentials are ever requested
No QuickBooks account access is required
Uploaded files are processed only to generate conversion output
Users control when and where files are uploaded into QuickBooks
Proteus is designed to minimize access to sensitive financial systems.
No QuickBooks credentials are ever requested
No QuickBooks account access is required
Uploaded files are processed only to generate conversion output
Users control when and where files are uploaded into QuickBooks
Have more questions?
© 2026 Sutra Technologies LLC
© 2026 Sutra Technologies LLC
Turn bank statements into clean, usable spreadsheets
Turn bank statements into clean, usable spreadsheets
Turn bank statements into clean, usable spreadsheets
Many banks do not provide export formats that work reliably with accounting software.
Proteus solves this by turning PDF statements into spreadsheet files that match common workflows, saving time on manual data entry and cleanup.
Many banks do not provide export formats that work reliably with accounting software.
Proteus solves this by turning PDF statements into spreadsheet files that match common workflows, saving time on manual data entry and cleanup.