Proteus Cloud

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Make tax software easier to use

Tax software works best when your numbers are already organized. This tool helps you turn bank statements into a format you can review, clean up, and work with before entering totals or uploading information.

Instead of manually typing transactions from PDFs, get a structured file you can sort, filter, total, and double-check, so filing feels straightforward instead of stressful.

Why Proteus exists

Whether you’re preparing for taxes, reviewing financial records, or organizing personal accounts, bank statements often start as PDFs that aren’t easy to work with.

Proteus exists to turn those PDFs into clean, structured Excel files, so you can spend less time reformatting and more time reviewing what matters.

Whether you’re preparing for taxes, reviewing financial records, or organizing personal accounts, bank statements often start as PDFs that aren’t easy to work with.

Proteus exists to turn those PDFs into clean, structured Excel files, so you can spend less time reformatting and more time reviewing what matters.

What you get

• Editable Excel files with consistent columns

• Support for multi-page and multi-month statements

• Files ready for sorting, totals, and review

• Output that’s easy to share or reuse

• Editable Excel files with consistent columns

• Support for multi-page and multi-month statements

• Files ready for sorting, totals, and review

• Output that’s easy to share or reuse

Whether you’re managing multiple accounts, tracking expenses, or organizing records, Proteus simplifies converting your bank statements into files you can actually use.

Have more questions?

Turn bank statements into clean, usable Excel files

Turn bank statement PDFs into clean, editable spreadsheets so you can review, organize, and enter your numbers with confidence.