DataSnipper

What does DataSnipper do?

DataSnipper runs audit and finance workflows inside Excel, using AI agents to collect documents, extract data, match source evidence, and analyze results with traceable outputs. Its platform combines Excel Agents, Collect, Extract, Match, and Analyze so teams can move from raw files to review-ready work without leaving the spreadsheet environment. The experience is built around human-in-the-loop control: the agent handles repetitive testing, while the reviewer keeps judgment and sign-off. At scale, DataSnipper says it serves 600,000+ active users across 175+ countries and is used by 4 of 4 Big 4 firms, including BDO, RSM, Grant Thornton, and Morgan Stanley. The platform shows transparent execution and audit-ready evidence, so every action can be traced back to source documents. It also supports Excel Online and Azure OpenAI in its ecosystem, and the vendor does not list an API. The result is a workflow layer for teams that need standardized testing, documentation quality, and faster reviews without changing their core Excel-based process.

Why use DataSnipper?

• It keeps teams in Excel, which lowers workflow disruption and speeds adoption for reviewers already working there.
• Human-in-the-loop automation preserves judgment and sign-off while removing repetitive testing work.
• Traceable execution and audit-ready evidence make it easier to defend results to reviewers and regulators.
• The platform is used by 4 of 4 Big 4 firms and 600,000+ users, which signals broad operational fit.
• UpLink and the Financial Statement Suite extend the platform beyond extraction into document requests and statement procedures.

Who is DataSnipper for?

• Audit teams who want to automate repetitive testing while keeping reviewer sign-off in the loop.
• Finance operations teams that need structured extraction and matching from source documents.
• Internal auditors who need transparent evidence trails and standardized documentation.
• Accounting firms that want to scale review work without changing their Excel-based workflow.
• Controllers who need consistent financial statement procedures and version checks.

What are DataSnipper's key features?

What does DataSnipper integrate with?

• Excel
• Excel Online
• Azure OpenAI
• DataSnipper Platform

What are DataSnipper's use cases?

How does DataSnipper work?

1. Connect Excel or Excel Online, then open DataSnipper in the workbook where your testing or review work already lives. Start with Collect to bring source documents into one place.
2. Use Extract to pull fields from forms, statements, or PDFs, and apply AI Extractions when documents vary. Keep the output tied to the original source for easy review.
3. Run Match and Version Comparison to reconcile figures, spot changes, and confirm consistency across files. Use Find All Sums when you need quick mathematical checks.
4. Add comments, markup, and custom tickmarks so reviewers can sign off in context. Trace evidence keeps each conclusion linked to supporting documents and audit-ready documentation.
5. Use UpLink, Dashboard & Reporting, and User Management to coordinate work across the team. Standardize recurring jobs with templates, then export results when the engagement is complete.

How much does DataSnipper cost?

Frequently asked questions