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DataSnipper

DataSnipper

AI-powered audit and finance automation platform built inside Microsoft Excel.

Automate WorkflowsDocument processing & OCRSpreadsheet AICompliance & risk

Acerca de

• AI Agents automate audit testing inside Excel — extracting, matching, and validating documents with human review and approval • DocuMine (named TIME's Best Inventions 2025) enables intelligent document querying and analysis • UpLink module manages client PBC document requests with AI pre-validation before import DataSnipper is an intelligent automation platform embedded in Microsoft Excel, purpose-built for audit and finance teams. It streamlines repetitive workflows like document matching, form extraction, financial statement verification, and version comparison. The platform offers tiered plans (Start, Accelerate, Elevate) with add-on modules for financial statement procedures and client collaboration, and is compliant with SOC 2, GDPR, and the EU AI Act.

Para quién es

Audit automation & financial document testing

Nivel de IA

Intermedio

Funciones clave

AI Document ExtractionDocument MatchingForm ExtractionVersion ComparisonExcel IntegrationFinancial Statement AnalysisClient Document Requests (UpLink)Company Templates

Capturas

DataSnipper screenshot 1

Redes sociales

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