DataSnipper
AI Agents for faster Audit and Finance workflows
About DataSnipper
DataSnipper is an intelligent automation platform that helps audit and finance teams collect, extract, cross-reference, and verify data directly within Excel. Trusted by all Big Four accounting firms and used across 175+ countries, it eliminates manual ticking, tying, and document matching to dramatically speed up audit workflows.
Pros & Cons
Pros
- Seamless Excel integration — works directly where auditors already spend their time
- Dramatically reduces time spent on manual ticking, tying, and document matching
- Trusted by all Big Four firms and 600,000+ users across 175 countries
- Strong audit trail and traceability for regulatory compliance
- AI-powered agents (Excel Agents, Disclosure Agents) automate complex multi-step workflows
- Delivered $1.4B in productivity savings for customers in 2025
Cons
- Pricing can be prohibitive for small and mid-sized firms with low license volumes
- Minimum 5 seats per contract limits accessibility for solo practitioners
- Slow loading with large financial statements or scanned documents
- Limited integration beyond Excel — doesn't connect well with non-Microsoft tools
- Inconsistent document recognition with varying formats and complex field definitions
Key Features
Collect
Securely upload, organize, and collaborate on audit documentation in one compliant workspace
Extract
Automatically extract structured data from invoices, contracts, and financial documents in minutes
Match
Automate reconciliation by linking Excel data to source documents with full traceability
Analyze
Get AI-suggested answers and insights while maintaining full visibility and control over conclusions
Excel Agents
Autonomous AI agents that perform prompt-driven data analysis and repetitive tasks within Excel
Disclosure Agents
Specialized AI agents that transform manual disclosure checklist reviews into guided, smarter workflows
Dashboard & Reporting
Analytics dashboard to track team productivity, audit progress, and automation ROI
Financial Statement Suite
Add-on module for automated analysis and testing of financial statements
UpLink
Collaboration tool for requesting and collecting documents from external parties securely
Pricing
- Document collection
- Data extraction
- Cross-referencing
- Basic automation
- Excel integration
- Everything in Start
- Advanced AI capabilities
- Excel Agents
- Disclosure Agents
- Priority support
- Everything in Accelerate
- Centralized controls
- Custom reporting
- Enterprise security
- Dedicated success manager
- Custom integrations
Best For
External Audit
Automate evidence collection, document matching, and substantive testing procedures for external audit engagements
Internal Audit
Streamline internal audit workflows with automated data extraction and cross-referencing against policies and controls
Government Audit
Meet strict compliance requirements with traceable, automated audit documentation for public sector organizations
Financial Close & Reporting
Accelerate month-end and year-end close processes by automating reconciliation and financial statement analysis
Accounts Payable Validation
Verify invoices against purchase orders and receipts with automated three-way matching
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